Fidelity Equity Dividend Income, a strategy that includes Fidelity Advisor Equity Income, is a reasonable option for relatively high-yield, lower-risk stocks, but unexceptional next to the many passively managed products serving a similar purpose. It receives a Morningstar Analyst Rating of Neutral.
- NAV / 1-Day Return 30.24 / 0.40 %
- Total Assets 1.8 Bil
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Adj. Expense Ratio
- Expense Ratio 1.680%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment —
- Status Open
- TTM Yield 1.14%
- Turnover 47%
Morningstar’s Analysis FEICX
Will FEICX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 107
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 24.5