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Morningstar

Fidelity Hedged Equity FEQHX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 11.71  /  +0.86 %
  • Total Assets 234.1 Mil
  • Adj. Expense Ratio
    0.560%
  • Expense Ratio 0.560%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Options Trading
  • Alt Style Correlation / Relative Volatility —
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.71%
  • Turnover 38%

USD | NAV as of May 04, 2024 | 1-Day Return as of May 04, 2024, 4:40 AM GMT+0

Morningstar’s Analysis FEQHX

Will FEQHX outperform in 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 FEQHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FEQHX 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 FEQHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Fidelity Hedged Equity’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FEQHX

More FEQHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Eli Lilly and Co

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Technology