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Fidelity Disciplined Equity FDEQX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 62.24  /  0.19 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    0.480%
  • Expense Ratio 0.480%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.34%
  • Turnover 36%

Morningstar’s Analysis FDEQX

Will FDEQX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Fidelity Disciplined Equity's recent fee cut and People Pillar rating increase lead to an upgrade in this strategy's Morningstar Medalist Rating to Bronze from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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Portfolio Holdings FDEQX

  • Current Portfolio Date
  • Equity Holdings 124
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 38.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
8.96
157,951,090
Technology
5.35
94,225,530
Technology
4.39
77,376,964
Consumer Cyclical
4.37
76,956,198
Technology
3.19
56,271,499
Communication Services
2.80
49,422,371
Healthcare
2.66
46,949,809
Communication Services
2.41
42,448,116
Communication Services
2.25
39,580,268
Healthcare
2.08
36,744,237
Financial Services