Fidelity Advisor Hedged Equity I 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.
Fidelity Advisor Hedged Equity Fund - Class I FEQJX
- NAV / 1-Day Return 15.86 / −0.25 %
- Total Assets 711.4M
-
Adj. Expense Ratio
0.550%
- Expense Ratio 0.540%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Equity Hedged
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.52%
- Turnover 56%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 12:11 AM GMT+0
Morningstar’s Analysis FEQJX
Will FEQJX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the FEQJX 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 FEQJX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 40.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 7.73 | 54M | Technology |
Alphabet Inc Class A | 6.42 | 44M | Communication Services |
Apple Inc | 6.40 | 44M | Technology |
Microsoft Corp | 5.00 | 35M | Technology |
Amazon.com Inc | 4.28 | 30M | Consumer Cyclical |
Broadcom Inc | 3.22 | 22M | Technology |
Meta Platforms Inc Class A | 2.21 | 15M | Communication Services |
Tesla Inc | 1.77 | 12M | Consumer Cyclical |
Berkshire Hathaway Inc Class B | 1.66 | 12M | Financial Services |
JPMorgan Chase & Co | 1.63 | 11M | Financial Services |
United States