Morningstar

Fidelity Advisor Hedged Equity Fund - Class C FEQDX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $15.72  /  −0.38 %
  • Fund Size $835.8M
  • Adjusted Expense Ratio 1.550%
  • Net Expense Ratio 1.550%
  • Fee Level: Distribution Low
  • Share Class Type Level Load
  • Morningstar Category Equity Hedged
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 107%
NAV and 1-Day Return as of

Morningstar’s Analysis FEQDX

Will FEQDX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FEQDX’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FEQDX

More FEQDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.75 63M
Technology

Apple Inc

6.80 55M
Technology

Microsoft Corp

5.71 46M
Technology

Alphabet Inc Class A

5.29 43M
Communication Services

Amazon.com Inc

3.82 31M
Consumer Cyclical

Broadcom Inc

2.70 22M
Technology

Meta Platforms Inc Class A

1.97 16M
Communication Services

JPMorgan Chase & Co

1.70 14M
Financial Services

Berkshire Hathaway Inc Class B

1.66 13M
Financial Services

Micron Technology Inc

1.65 13M
Technology

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