Nasdaq - Delayed Quote USD

Fidelity Equity-Income (FEQIX)

76.70
+0.80
+(1.05%)
As of 8:09:16 AM EDT. Market Open.

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • LPL SAM Eligible - 10.24.2024
  • Ameriprise Brokerage
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • Ameriprise SPS Advantage
  • Commonwealth Universe
  • Fidelity Advisor 401(k) I Shares
  • Thrivent – Advisory Eligible
  • ADP Access Open Fund Architecture
  • Fidelity Advisor 401(k) A Shares
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 10.24.2024
  • Fidelity Advisor 401(k) M Shares
  • Ameriprise SPS Advisor
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024

Fund Summary

The fund normally invests at least 80% of assets in equity securities. It primarily invests income-producing equity securities, which tends to lead to investments in large cap "value" stocks. The fund invests in domestic and foreign issuers. It potentially invests in other types of equity securities and debt securities, including lower-quality debt securities.

Fund Overview

Category Large Value
Fund Family Fidelity Investments
Net Assets 8.7B
YTD Return 1.26%
Yield 1.67%
Morningstar Rating
Inception Date May 16, 1966

Performance & Risk

YTD Return 3.49%
5y Average Return 15.02%
Rank in Category (ytd) 10
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.79
Morningstar Risk Rating

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