FEQTX : Fidelity® Equity Dividend Income Fund

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

FEQTX

Fidelity® Equity Dividend Income Fund

FI Score

71 /100

Expense Ratio Rating

8 /10

Expense Rating

4 /10

Market Score

8 /10

Category Score

8 /10

Market Size

8 /10

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

Fidelity® Equity Dividend 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; capital appreciation is a secondary consideration. The fund normally invests at least 80% of assets in equity securities. It normally invests primarily in income-producing equity securities that pay current dividends and show potential for capital appreciation, which tends to lead to investments in large cap "value" stocks.

Largest Holdings

Amount Holding
2.89% Wells Fargo & Co
2.60% Bristol-Myers Squibb Company
2.45% AbbVie Inc
2.36% Comcast Corp Class A
2.24% UnitedHealth Group Inc
2.06% Chevron Corp
2.03% Johnson & Johnson
1.97% Altria Group Inc
1.97% General Dynamics Corp
1.96% Verizon Communications Inc
1.87% Capgemini SE
1.86% Bank of America Corp
1.81% Exxon Mobil Corp
1.68% Roche Holding AG Dividend Right Cert.
1.65% Exelon Corp
1.56% Cisco Systems Inc
1.55% Amdocs Ltd
1.53% DuPont de Nemours Inc
1.41% Philip Morris International Inc
1.35% Amgen Inc
1.34% CenterPoint Energy Inc
1.25% Williams Companies Inc
1.21% Duke Energy Corp
1.18% Capital One Financial Corp
1.17% Merck & Co Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo