FDEQX Mutual Fund

FDEQX Mutual Fund (Fidelity Disciplined Equity Fund) is managed by Fidelity Investments (US) with $2.12B in net assets. FDEQX expense ratio is 0.66%, holding 117 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 1988-12-28.

FDEQX performance shows a YTD return of 4.83%. The 1-year return is 4.40% and the 5-year return is 8.57%.

FDEQX top holdings include NVIDIA Corp (10.4%), Microsoft Corp (5.5%), Amazon.com Inc (5.2%), Alphabet Inc,class A (4.0%), Alphabet Inc Class C (3.3%). Go to all FDEQX holdings, FDEQX sectors, or FDEQX dividends.

FDEQX can be compared against other funds. Use FDEQX overlap to find shared positions, or FDEQX vs another fund for a side-by-side view. FDEQX alternatives are available via the screener, along with tax-loss harvesting opportunities.