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Morningstar

Fidelity® Equity-Income FEQIX

Morningstar Analyst Rating
Analyst rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 65.91  /  0.95 %
  • Total Assets 7.2 Bil
  • Adj. Expense Ratio
    0.570%
  • Expense Ratio 0.570%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.82%
  • Turnover 27%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis FEQIX

Will FEQIX 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 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.

This risk-conscious, mega-cap-focused value strategy has a lot to offer.

Strategist

Summary

| by Robby Greengold

The analytical rigor of Fidelity Equity-Income’s seasoned portfolio manager is an advantage and earns an upgrade of the strategy’s Morningstar Analyst Rating to Silver from Bronze.

Unlock our full analysis with Morningstar Investor