FEQTX – Fidelity Equity Dividend Income Investment Strategy | Morningstar

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Strategy

The investment seeks a yield from dividend and interest income which exceeds the composite dividend yield on securities comprising the S&P 500® Index. The fund normally invests at least 80% of assets in equity securities. It normally invests primarily in income-producing equity securities that pay current dividends and show potential for capital appreciation, which tends to lead to investments in large cap "value" stocks.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
FEQTX	Fidelity Equity Dividend Income Fund	No Load	Open			Aug 21, 1990	$5.86B	0.530%	Below Average	$0	−$419.45M
FIAWX	Fidelity Advisor® Equity Dividend Income Fund Class Z	Institutional	Open			May 29, 2025	$98.61M	0.450%	Low	$0	−$1.40M
FIAVX	Fidelity Advisor® Equity Dividend Income Fund Class I	Institutional	Open			May 29, 2025	$415.10M	0.560%	Below Average	$0	$2.28M
FIAOX	Fidelity Advisor® Equity Dividend Income Fund Class A	Front Load	Open			May 29, 2025	$885.56M	0.810%	Low	$0	−$63.10M
FIAPX	Fidelity Advisor® Equity Dividend Income Fund Class M	Front Load	Open			May 29, 2025	$567.65M	1.060%	Above Average	$0	−$60.13M
FIAQX	Fidelity Advisor® Equity Dividend Income Fund Class C	Level Load	Open			May 29, 2025	$47.03M	1.560%	Below Average	$0	−$8.89M
FETKX	Fidelity Equity Dividend Income Fund - Class K	Retirement, Large	Open			May 9, 2008	$239.27M	0.460%	Below Average	$0	$20.41M

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