FDEQX : Fidelity® Disciplined Equity Fund

FDEQX is a US Stocks Market Large Blend with MODERATE fees.

FDEQX

Fidelity® Disciplined Equity Fund

FI Score

66 /100

Expense Ratio Rating

7 /10

Expense Rating

5 /10

Market Score

6 /10

Category Score

10 /10

Market Size

6 /10

66% FI Score
  • fdeqx
  • Mutual Fund
  • US Stocks
  • Large Blend

Fidelity® Disciplined Equity Fund

Expenses: 0.51% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Fund Summary

The investment seeks capital growth. The fund invests at least 80% of assets in equity securities. It invests primarily in common stocks. The fund seeks to reduce the impact of industry weightings on the performance of the fund by considering each industry's weighting in the S&P 500® Index when allocating the fund's investments across industries. It invests in domestic and foreign issuers. The fund uses quantitative analysis to evaluate growth potential, valuation, liquidity, and investment risk, along with fundamental analysis of factors such as each issuer's financial condition, its industry position, and market and economic conditions to select investments.

Largest Holdings

Amount Holding
7.11% Microsoft Corp
5.53% Amazon.com Inc
3.58% Apple Inc
2.99% Alphabet Inc A
2.67% Visa Inc Class A
2.56% UnitedHealth Group Inc
2.50% Facebook Inc A
1.98% Mastercard Inc A
1.69% NVIDIA Corp
1.63% Adobe Inc
1.54% The Home Depot Inc
1.52% Danaher Corp
1.52% Netflix Inc
1.43% JPMorgan Chase & Co
1.37% Alphabet Inc Class C
1.26% Intuit Inc
1.24% Salesforce.com Inc
1.20% Moody's Corporation
1.18% MSCI Inc
1.17% Costco Wholesale Corp
1.13% PayPal Holdings Inc
1.10% Accenture PLC Class A
1.10% Thermo Fisher Scientific Inc
0.99% Bank of America Corp
0.97% Stryker Corp

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