Nasdaq - Delayed Quote USD
Fidelity Equity-Income K6 (FEKFX)
16.09
+0.25
+(1.58%)
At close: 8:04:12 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.32% |
| 5y Average Return | 14.15% |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Apr 30, 2025) | 24.79% |
| Worst 1Y Total Return (Apr 30, 2025) | -- |
| Best 3Y Total Return | 24.79% |
| Worst 3Y Total Return | 6.83% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FEKFX
Category
- YTD
- 3.31%
- 4.44%
- 1-Month
- -1.87%
- -4.04%
- 3-Month
- 3.31%
- 4.09%
- 1-Year
- 9.37%
- 14.37%
- 3-Year
- 8.35%
- 6.04%
- 5-Year
- 16.57%
- 9.20%
- 10-Year
- 0.00%
- 8.57%
- Last Bull Market
- 15.35%
- 22.97%
- Last Bear Market
- -9.51%
- -11.27%
Annual Total Return (%) History
Year
FEKFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 3.31% | -- | -- | -- |
| 2024 | 9.13% | 0.22% | 8.42% | -2.58% |
| 2023 | 0.69% | 3.12% | -1.95% | 8.83% |
| 2022 | -0.98% | -9.51% | -5.74% | 12.75% |
| 2021 | 9.18% | 6.72% | -0.66% | 7.81% |
| 2020 | -21.98% | 12.51% | 5.21% | 15.69% |
| 2019 | 2.23% | 7.64% | -- | -- |
Rank in Category (By Total Return)
| YTD | 20 |
| 1-Month | 22 |
| 3-Month | 20 |
| 1-Year | 21 |
| 3-Year | 25 |
| 5-Year | 51 |
Load Adjusted Returns
| 1-Year | 9.37% |
| 3-Year | 8.35% |
| 5-Year | 16.57% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 1.32% |
| 5y Average Return | 14.15% |
| Rank in Category (ytd) | 20 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.76 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Value |
| Fund Family | Fidelity Investments |
| Net Assets | 245.02M |
| YTD Return | 3.31% |
| Yield | 1.96% |
| Morningstar Rating | |
| Inception Date | Jun 13, 2019 |
Fund Summary
The fund normally invests at least 80% of assets in equity securities. It invests primarily in income-producing equity securities, which tends to lead to investments in large cap "value" stocks. The fund may Invest in domestic and foreign issuers. The advisor uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
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