Morningstar

Fidelity Hedged Equity Fund FEQHX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 16.25  /  +0.37 %
  • Total Assets 755.7M
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.550%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Equity Hedged
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.40%
  • Turnover 56%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 4:51 AM GMT+0

Morningstar’s Analysis FEQHX

Will FEQHX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Hedged Equity holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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 41.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.80 56M
Technology

Apple Inc

7.06 50M
Technology

Alphabet Inc Class A

6.10 43M
Communication Services

Microsoft Corp

5.24 37M
Technology

Amazon.com Inc

4.15 30M
Consumer Cyclical

Broadcom Inc

3.27 23M
Technology

Meta Platforms Inc Class A

2.18 15M
Communication Services

Tesla Inc

1.93 14M
Consumer Cyclical

Micron Technology Inc

1.72 12M
Technology

iShares Core S&P 500 ETF

1.59 11M
—

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