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Fidelity Equity Dividend Income (FEQTX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Equity Dividend Income (FEQTX) Fund

    Last Trade: $28.14 on 7/25/2017, Change: +0.16 (0.57%)

 

Graph of Fidelity Equity Dividend Income Fund (FEQTX) ManagerFund Manager - Scott Offen

Fund Manager Information

Fund Manager Tenure: 5.7 years
Similar Funds: FEQIX 
Fund Family: Fidelity Investments
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)
Scott Offen is portfolio manager of the fund, which he has managed since October 2011. He also manages other Fidelity funds. Since joining Fidelity Investments in 1985, Mr. Offen has worked as a research analyst and portfolio manager.  Get more insights on Scott Offen

 

Graph of Fidelity Equity Dividend Income Fund (FEQTX) ProfileFidelity Equity Dividend Income Fund (FEQTX) Profile

Fund Profile and Description

Fidelity Equity Dividend Income Fund seeks reasonable income; capital appreciation is a secondary consideration. Fidelity Equity Dividend Income Fund normally invests at least 80% of assets in equity securities. It normally invests primarily in income-producing equity securities. Fidelity Equity Dividend Income Fund potentially invests in other types of equity securities and debt securities, including lower quality debt securities. Fidelity Equity Dividend Income Fund invests in both domestic and foreign issuers.

 

Fidelity Equity Dividend Income (FEQTX) Fund Strength What we like about Fidelity Equity Dividend Income (FEQTX) Fund

Data for Fidelity Equity Dividend Income Fund (FEQTX) as of May 30, 2016

  • Fidelity Equity Dividend Income Fund (FEQTX) management has been with Fidelity Equity Dividend Income Fund for 5.7 years
  • Fidelity Equity Dividend Income Fund (FEQTX) has good short-term performance (1-year return 1.13% vs -2.36% Large Value category median performance)
  • Fidelity Equity Dividend Income Fund (FEQTX) has good mid-term performance (3-year return 8.79% vs 7.81% Large Value category median performance)
  • Fidelity Equity Dividend Income Fund (FEQTX) ratio of up-years vs down years is greater than 2
  • Asset base in Fidelity Equity Dividend Income Fund (FEQTX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Fidelity Equity Dividend Income Fund (FEQTX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.76, lower than category average of 11.7
  • Fidelity Equity Dividend Income Fund (FEQTX) has a lower expense ratio than its Large Value average: 0.62% vs 1.10%
  • Fidelity Equity Dividend Income Fund (FEQTX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Fidelity Equity Dividend Income Fund (FEQTX) Weakness What we are cautious about Fidelity Equity Dividend Income (FEQTX) Fund

Data for Fidelity Equity Dividend Income Fund (FEQTX) as of May 30, 2016

  • Fidelity Equity Dividend Income Fund (FEQTX) has a less-than-ideal Long-term performance (5-year return 9.00% vs 9.15% Large Value category median performance)
  • Fidelity Equity Dividend Income Fund (FEQTX) has a Morningstar rating of 3 and below
  • Fidelity Equity Dividend Income Fund (FEQTX) has an annual stock turnover rate of 49.00% that is higher than the Large Value average of 44.24%. This could mean Fidelity Equity Dividend Income is more nimble, but also signal potential high tax impact and high trading fees
See Fidelity Equity Dividend Income Fund (FEQTX) performance details as of May 30, 2016

 

What do you think?

 

Compare Fidelity Equity Dividend Income Fund (FEQTX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Equity Dividend Income5.541.138.799.00
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare Fidelity Equity Dividend Income Fund (FEQTX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of Fidelity Equity Dividend Income Fund (FEQTX) Net Asset TrackingFidelity Equity Dividend Income (FEQTX) Fund Net Asset

Track net asset change of Fidelity Equity Dividend Income fund (FEQTX)

DateNet Asset
05/2016$5.17B
03/2016$5.03B
02/2016$4.73B
More historic net asset information on Fidelity Equity Dividend Income Fund (FEQTX)

  

Graph of Fidelity Equity Dividend Income Fund (FEQTX) Portfolio TrackingFidelity Equity Dividend Income (FEQTX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Equity Dividend Income fund (FEQTX)

DateCashStockBondOther
04/20162.47%97.53%0%0%
02/20162.14%97.86%0%0%
01/20161.65%98.35%0%0%
Click here to see more historic asset allocation information on Fidelity Equity Dividend Income Fund (FEQTX)

 

graph of Fidelity Equity Dividend Income Fund (FEQTX) Top 10 Position TrackingTop 10 Holdings in Fidelity Equity Dividend Income (FEQTX) Fund

Discover what Fidelity Equity Dividend Income Fund (FEQTX) manager is buying

Apr 29, 2016
Chevron Corporation Common Stoc [4.3%]
Johnson & Johnson Common Stock [3.7%]
General Electric Company Common [3.63%]
Wells Fargo & Company Common St [3.41%]
JP Morgan Chase & Co. Common St [3.38%]
Cisco Systems, Inc. [2.53%]
Medtronic plc. Ordinary Shares [2.42%]
Pfizer, Inc. Common Stock [2.42%]
AT&T Inc. [2.3%]
U.S. Bancorp Common Stock [2.13%]

Feb 28, 2016
General Electric Company Common [4.17%]
Johnson & Johnson Common Stock [4.14%]
Chevron Corporation Common Stoc [3.81%]
JP Morgan Chase & Co. Common St [3.77%]
Wells Fargo & Company Common St [3.24%]
D/B/A Chubb Limited New Common [3.01%]
Medtronic plc. Ordinary Shares [2.57%]
Cisco Systems, Inc. [2.49%]
Microsoft Corporation [2.46%]
AT&T Inc. [2.38%]

Jan 30, 2016
General Electric Company Common [4.2%]
Johnson & Johnson Common Stock [4.14%]
JP Morgan Chase & Co. Common St [4.01%]
Chevron Corporation Common Stoc [3.98%]
Wells Fargo & Company Common St [3.5%]
D/B/A Chubb Limited New Common [2.96%]
Microsoft Corporation [2.68%]
Medtronic plc. Ordinary Shares [2.54%]
Pfizer, Inc. Common Stock [2.46%]
AT&T Inc. [2.34%]
Click here for Stock Holding Change Map in Fidelity Equity Dividend Income Fund (FEQTX)

  

Latest News on Fidelity Equity Dividend Income (FEQTX) Fund

See what is happening with Fidelity Equity Dividend Income Fund (FEQTX)

 

Fidelity Equity Dividend Income Fund (FEQTX) Related ResourcesSee more information on Fidelity Equity Dividend Income (FEQTX) Fund

Popular pages on Fidelity Equity Dividend Income (FEQTX) Fund

  

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