Back to top
Fidelity Disciplined Equity Fund: (MF: FDEQX)
(NASDAQ Mutual Funds) As of Aug 23, 2024 08:00 PM ET
$70.30 USD
+0.72 (1.04%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
Fidelity Disciplined Equity Fund was incepted in December 28, 1988 and is managed by Fidelity Group. The objective of the fund is to seek capital growth. The strategy of the fund is to select its investments; the fund uses computer-aided, quantitative analysis of historical earnings, dividend yield, earnings per share and other factors supported by fundamental analysis. The fund normally invests at least 80% of its assets in equity securities. The fund invests primarily in common stocks of domestic or foreign issuers. The fund offers dividends and capital gains annually in December.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Fidelity Disciplined Equity | FDEQX | NA | NA | 0.00 | 0.00 | 0.32 | 0.54 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Fidelity Disciplined Equity | FDEQX | 70.30 | 12/28/1988 | 0.30 | 25.89 | 6.22 | 14.70 |
| Fidelity Disciplined Equity K | FDEKX | 66.55 | 5/15/2008 | 0.36 | 25.98 | 7.16 | 15.35 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Fidelity Disciplined Equity | FDEQX | 0 | 0 | 0 | A |
Contact Information
| Family | Fidelity |
| Address | 82 Devonshire St Boston, MA 02109 |
| Phone | 800 544-6666 |