FEKFX : Fidelity® Equity-Income K6 Fund

FEKFX is a US Stocks Market Large Value with LOW fees.

FEKFX

Fidelity® Equity-Income K6 Fund

FI Score

55 /100

Expense Ratio Rating

9 /10

Expense Rating

7 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

55% FI Score
  • fekfx
  • Mutual Fund
  • US Stocks
  • Large Value

Fidelity® Equity-Income K6 Fund

Expenses: 0.34% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks reasonable income; the fund will also consider the potential for capital appreciation. 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.

Largest Holdings

Amount Holding
3.97% Johnson & Johnson
3.43% Berkshire Hathaway Inc Class B
2.97% JPMorgan Chase & Co
2.59% Walmart Inc
2.32% Verizon Communications Inc
2.18% Bank of America Corp
2.04% McDonald's Corp
2.01% AT&T Inc
1.98% Chevron Corp
1.93% The Walt Disney Co
1.82% Microsoft Corp
1.79% Roche Holding AG Dividend Right Cert.
1.74% Exelon Corp
1.73% Wells Fargo & Co
1.73% Amgen Inc
1.69% AstraZeneca PLC
1.58% Bristol-Myers Squibb Company
1.54% Citigroup Inc
1.46% Apple Inc
1.39% Philip Morris International Inc
1.37% NextEra Energy Inc
1.37% Danaher Corp
1.31% Chubb Ltd
1.24% Lowe's Companies Inc
1.18% American Tower Corp

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