FEQIX – Fund Analysis – Fidelity Equity-Income | Morningstar

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Will FEQIX outperform in future?

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

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Process Pillar

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

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

Delivering on its objectives.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Fidelity Equity Income's experienced manager successfully plies a risk-conscious approach.

by Todd Trubey

Rated on Feb 9, 2024 Published on Feb 9, 2024

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