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Nasdaq - Delayed Quote USD

Fidelity Advisor Hedged Equity Fund C (FEQDX)

12.66
+0.07
+(0.56%)
As of 8:05:45 AM EDT. Market Open.

Fund Summary

The fund normally invests at least 80% of its assets in equity securities. It invests in common stocks of companies with market capitalizations generally similar to companies in the S&P 500® Index. The fund invests in “growth” stocks or “value” stocks or both. The adviser uses a disciplined approach designed to construct an equity portfolio with similar risk-return characteristics to the S&P 500® Index.

Fidelity Advisor Hedged Equity Fund C

Fidelity Greenwood Street Trust

Fund Overview

Category Options Trading
Fund Family Fidelity Investments
Net Assets 305.51M
YTD Return -4.05%
Yield 0.18%
Morningstar Rating --
Inception Date Sep 01, 2022

Fund Operations

Last Dividend 0.02
Last Cap Gain 18.00
Holdings Turnover 56.00%
Average for Category --

Fees & Expenses

Expense FEQDX Category Average
Annual Report Expense Ratio (net) 1.55% 1.20%
Prospectus Net Expense Ratio 1.55% --
Prospectus Gross Expense Ratio 1.59% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.52%
Max Deferred Sales Load -- 1.00%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Eric Granat is a derivatives analyst at Fidelity Institutional Asset Management (FIAM), an investment organization within Fidelity Investments’ asset management division that is dedicated to serving the needs of consultants and institutional investors, such as defined benefit and defined contribution plans, endowments and financial advisors. In this role, Mr. Granat serves as portfolio manager for capital preservation strategy, as well as all other options-based strategies. Additionally, he is responsible for the design and implementation of derivative-based products, and provides market analysis and customized derivative solutions to portfolio management teams to enhance portfolio performance and risk attributes. Prior to re-joining Fidelity and assuming his current responsibilities, Mr. Granat was a portfolio manager and a trader at Rampart Investment Management. Previously, Mr. Granat worked as a principle analyst/programmer at Sun Life Financial. He has been in the financial industry since 1997. Mr. Granat earned his bachelor of science degree in information systems from Salve Regina University and his master of business administration degree from Babson College. He is also a Chartered Alternative Investment Analyst.

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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