FEQIX : Fidelity® Equity-Income Fund

FEQIX is a US Stocks Market Large Value with MODERATE fees.

FEQIX

Fidelity® Equity-Income Fund

FI Score

71 /100

Expense Ratio Rating

8 /10

Expense Rating

4 /10

Market Score

9 /10

Category Score

8 /10

Market Size

9 /10

71% FI Score
  • feqix
  • Mutual Fund
  • US Stocks
  • Large Value

Fidelity® Equity-Income Fund

Expenses: 0.60% (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 potential for capital appreciation is a secondary consideration. 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.

Largest Holdings

Amount Holding
3.96% Johnson & Johnson
3.43% Berkshire Hathaway Inc Class B
2.97% JPMorgan Chase & Co
2.58% Walmart Inc
2.33% Verizon Communications Inc
2.18% Bank of America Corp
2.02% McDonald's Corp
2.01% AT&T Inc
1.98% Chevron Corp
1.94% The Walt Disney Co
1.80% Microsoft Corp
1.79% Roche Holding AG Dividend Right Cert.
1.74% Amgen Inc
1.74% Exelon Corp
1.73% Wells Fargo & Co
1.69% AstraZeneca PLC
1.58% Bristol-Myers Squibb Company
1.53% Citigroup Inc
1.44% Apple Inc
1.39% Philip Morris International Inc
1.37% NextEra Energy Inc
1.36% Danaher Corp
1.31% Chubb Ltd
1.24% Lowe's Companies Inc
1.16% Cisco Systems Inc

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