About FDEQX
Fidelity Disciplined Equity Fund is a diversified mutual fund focused on seeking capital growth through investments in equity securities. The fund maintains a disciplined strategy by allocating at least 80% of its assets to stocks, primarily targeting companies chosen through a blend of fundamental and quantitative analysis. This approach considers factors such as growth potential, valuation, financial condition, liquidity, and industry positioning, as well as overall market and economic dynamics. Notably, the fund adjusts its sector weightings to align closely with those of the S&P 500 Index, reducing the impact of any single industry on its performance. With holdings that span both domestic and select foreign issuers, the fund typically offers broad exposure to established large-cap companies—especially in technology, communication services, consumer cyclical, and healthcare sectors. Operating with a competitive expense ratio and a portfolio of over 100 holdings, Fidelity Disciplined Equity Fund plays a significant role for investors seeking long-term growth through disciplined diversification within the equity market.
Fund Family Fidelity
Category Large-Cap Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol FDEQX
Index S&P 500 TR
FDEQX had a total return of 13.50% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.88%.
