- What does FDEQX invest in?
- The fund aims for capital appreciation as its main objective. It primarily allocates its resources to equity securities, with at least 80% of its assets invested in common stocks. To temper the impact of specific industry performance on its returns, the fund calibrates its sector exposures by referencing the S&P 500® Index. Its portfolio encompasses both domestic and international companies. Investment decisions are guided by a dual analytical framework: quantitative methods assess growth potential, intrinsic value, market liquidity, and inherent risks, while fundamental research meticulously examines each issuer's financial health, competitive standing, and the overarching market and economic conditions.
- What is the expense ratio of FDEQX?
- Fidelity Disciplined Equity Fund (FDEQX) charges an expense ratio of 0.66%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is FDEQX?
- Fidelity Disciplined Equity Fund (FDEQX) manages $2.38B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is FDEQX actively managed or an index fund?
- FDEQX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (FDEQX's is 0.66%) because there's no security selection cost.
- When was FDEQX launched?
- Fidelity Disciplined Equity Fund (FDEQX) launched in December 1988 and is managed by Fidelity.
- How has FDEQX performed?
- FDEQX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
