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 26.89 / 0.81 %
- Total Assets 5.7 Bil
-
Adj. Expense Ratio
0.490%
- Expense Ratio 0.490%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Large
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment —
- Status Open
- TTM Yield 2.33%
- Turnover 48%
Morningstar’s Analysis FETKX
Will FETKX 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 104
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 24.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector