Fidelity Advisor Hedged Equity Fund - Class Z
FEQZX
NASDAQ
Weiss Ratings | FEQZX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C- | |||
Risk Index | Good | |||
Risk Grade | B | |||
Company Info | FEQZX-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 | FEQZX-NASDAQ | Click to Compare |
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Fund Name | Fidelity Advisor Hedged Equity Fund - Class Z | |||
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 | FEQZX-NASDAQ | Click to Compare |
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Dividend Yield | 0.95% | |||
Dividend | FEQZX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.44% | |||
Asset Allocation | FEQZX-NASDAQ | Click to Compare |
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Cash | 0.78% | |||
Stock | 99.22% | |||
U.S. Stock | 98.97% | |||
Non-U.S. Stock | 0.25% | |||
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 | FEQZX-NASDAQ | Click to Compare |
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7-Day Total Return | 1.51% | |||
30-Day Total Return | 0.63% | |||
60-Day Total Return | -3.03% | |||
90-Day Total Return | -4.27% | |||
Year to Date Total Return | -2.96% | |||
1-Year Total Return | 10.88% | |||
2-Year Total Return | 30.98% | |||
3-Year Total Return | -- | |||
5-Year Total Return | -- | |||
Price | FEQZX-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 | FEQZX-NASDAQ | Click to Compare |
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Nav | -- | |||
1-Month Low NAV | $12.12 | |||
1-Month High NAV | $12.73 | |||
52-Week Low NAV | $11.62 | |||
52-Week Low NAV (Date) | May 02, 2024 | |||
52-Week High NAV | $13.65 | |||
52-Week High Price (Date) | Dec 16, 2024 | |||
Beta / Standard Deviation | FEQZX-NASDAQ | Click to Compare |
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Beta | -- | |||
Standard Deviation | -- | |||
Balance Sheet | FEQZX-NASDAQ | Click to Compare |
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Total Assets | 305.51M | |||
Operating Ratios | FEQZX-NASDAQ | Click to Compare |
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Expense Ratio | 0.50% | |||
Turnover Ratio | 56.00% | |||
Performance | FEQZX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 16.69% | |||
Last Bear Market Total Return | -- | |||