Fidelity Advisor Hedged Equity C 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 Advisor Hedged Equity Fund - Class C FEQDX
- NAV / 1-Day Return 15.86 / −0.44 %
- Total Assets 711.4M
-
Adj. Expense Ratio
1.550%
- Expense Ratio 1.540%
- Distribution Fee Level Low
- Share Class Type Level Load
- Category Equity Hedged
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 56%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 5:03 AM GMT+0
Morningstar’s Analysis FEQDX
Will FEQDX 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 FEQDX 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 FEQDX’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 40.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 7.73 | 54M | Technology |
Alphabet Inc Class A | 6.42 | 44M | Communication Services |
Apple Inc | 6.40 | 44M | Technology |
Microsoft Corp | 5.00 | 35M | Technology |
Amazon.com Inc | 4.28 | 30M | Consumer Cyclical |
Broadcom Inc | 3.22 | 22M | Technology |
Meta Platforms Inc Class A | 2.21 | 15M | Communication Services |
Tesla Inc | 1.77 | 12M | Consumer Cyclical |
Berkshire Hathaway Inc Class B | 1.66 | 12M | Financial Services |
JPMorgan Chase & Co | 1.63 | 11M | Financial Services |
United States