Fidelity Hedged Equity Fund
FEQHX
NASDAQ
| Weiss Ratings | FEQHX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | FEQHX-NASDAQ | Click to Compare |
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| Provider | Fidelity Investments | |||
| Manager/Tenure (Years) | Zach Dewhirst (2), Eric Granat (2) | |||
| Website | http://www.institutional.fidelity.com | |||
| Fund Information | FEQHX-NASDAQ | Click to Compare |
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| Fund Name | Fidelity Hedged Equity Fund | |||
| Category | Equity Hedged | |||
| Sub-Category | Options Trading | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 01, 2022 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FEQHX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.55% | |||
| Dividend | FEQHX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.49% | |||
| Asset Allocation | FEQHX-NASDAQ | Click to Compare |
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| Cash | 0.57% | |||
| Stock | 99.42% | |||
| U.S. Stock | 99.21% | |||
| Non-U.S. Stock | 0.21% | |||
| 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 | FEQHX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.31% | |||
| 30-Day Total Return | 3.96% | |||
| 60-Day Total Return | 7.42% | |||
| 90-Day Total Return | 8.94% | |||
| Year to Date Total Return | 5.38% | |||
| 1-Year Total Return | 11.94% | |||
| 2-Year Total Return | 34.18% | |||
| 3-Year Total Return | -- | |||
| 5-Year Total Return | -- | |||
| Price | FEQHX-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 | FEQHX-NASDAQ | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $13.40 | |||
| 1-Month High NAV | $13.91 | |||
| 52-Week Low NAV | $12.10 | |||
| 52-Week Low NAV (Date) | Aug 07, 2024 | |||
| 52-Week High NAV | $13.91 | |||
| 52-Week High Price (Date) | Jun 30, 2025 | |||
| Beta / Standard Deviation | FEQHX-NASDAQ | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | -- | |||
| Balance Sheet | FEQHX-NASDAQ | Click to Compare |
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| Total Assets | 390.86M | |||
| Operating Ratios | FEQHX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.55% | |||
| Turnover Ratio | 56.00% | |||
| Performance | FEQHX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.62% | |||
| Last Bear Market Total Return | -- | |||