Fidelity Disciplined Equity Fund
FDEQX
NASDAQ
| Weiss Ratings | FDEQX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | FDEQX-NASDAQ | Click to Compare |
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| Provider | Fidelity Investments | |||
| Manager/Tenure (Years) | Kwasi Dadzie-Yeboah (6) | |||
| Website | http://www.institutional.fidelity.com | |||
| Fund Information | FDEQX-NASDAQ | Click to Compare |
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| Fund Name | Fidelity Disciplined Equity Fund | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Dec 28, 1988 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FDEQX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.26% | |||
| Dividend | FDEQX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.79% | |||
| Asset Allocation | FDEQX-NASDAQ | Click to Compare |
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| Cash | 2.65% | |||
| Stock | 97.35% | |||
| U.S. Stock | 97.35% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | FDEQX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.05% | |||
| 30-Day Total Return | 2.82% | |||
| 60-Day Total Return | 20.59% | |||
| 90-Day Total Return | 8.58% | |||
| Year to Date Total Return | 2.07% | |||
| 1-Year Total Return | 6.86% | |||
| 2-Year Total Return | 44.56% | |||
| 3-Year Total Return | 70.97% | |||
| 5-Year Total Return | 93.85% | |||
| Price | FDEQX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | FDEQX-NASDAQ | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $66.28 | |||
| 1-Month High NAV | $69.53 | |||
| 52-Week Low NAV | $55.52 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $76.54 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | FDEQX-NASDAQ | Click to Compare |
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| Beta | 1.10 | |||
| Standard Deviation | 18.66 | |||
| Balance Sheet | FDEQX-NASDAQ | Click to Compare |
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| Total Assets | 1.99B | |||
| Operating Ratios | FDEQX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.53% | |||
| Turnover Ratio | 39.00% | |||
| Performance | FDEQX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.96% | |||
| Last Bear Market Total Return | -18.68% | |||