Fidelity Disciplined Equity holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Fidelity Disciplined Equity Fund FDEQX
- NAV / 1-Day Return 82.54 / −0.79 %
- Total Assets 2.4B
-
Adj. Expense Ratio
0.660%
- Expense Ratio 0.660%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 53%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 5:03 AM GMT+0
Morningstar’s Analysis FDEQX
Will FDEQX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the FDEQX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of FDEQX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 41.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 9.73 | 222M | Technology |
Amazon.com Inc | 5.13 | 117M | Consumer Cyclical |
Alphabet Inc Class A | 4.68 | 107M | Communication Services |
Microsoft Corp | 4.41 | 100M | Technology |
Alphabet Inc Class C | 3.93 | 89M | Communication Services |
Broadcom Inc | 3.76 | 86M | Technology |
Meta Platforms Inc Class A | 3.24 | 74M | Communication Services |
Apple Inc | 2.41 | 55M | Technology |
Western Digital Corp | 2.40 | 55M | Technology |
GE Aerospace | 2.22 | 51M | Industrials |
United States