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Fidelity Equity-Income K6 (FEKFX)

16.09
+0.25
+(1.58%)
At close: 8:04:12 PM EDT

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.

Fidelity Equity-Income K6

Boston, MA 02109
82 Devonshire Street

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 Operations

Last Dividend 0.06
Last Cap Gain 24.00
Holdings Turnover 23.00%
Average for Category --

Fees & Expenses

Expense FEKFX Category Average
Annual Report Expense Ratio (net) 0.34% 0.90%
Prospectus Net Expense Ratio 0.34% --
Prospectus Gross Expense Ratio 0.34% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Ramona Persaud joined Fidelity Investments in 2003, since then she has worked as a research analyst and portfolio manager.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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