Fidelity Equity Dividend Income, a strategy that includes Fidelity Advisor Equity Income, is a reasonable option for relatively high-yield, lower-risk stocks, but unexceptional next to the many passively managed products serving a similar purpose. It receives a Morningstar Analyst Rating of Neutral.
- NAV / 1-Day Return 25.98 / 0.38 %
- Total Assets 5.8 Bil
-
Adj. Expense Ratio
0.580%
- Expense Ratio 0.580%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment —
- Status Open
- TTM Yield 2.17%
- Turnover 48%
Morningstar’s Analysis FEQTX
Will FEQTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 106
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 24.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Fidelity Revere Str Tr
3.70
218,957,745
Cash and Equivalents