Fidelity Advisor Hedged Equity Fund - Class C (FEQDX)
| Fund Assets | 216.96M |
| Expense Ratio | 1.55% |
| Min. Investment | $0.00 |
| Turnover | n/a |
| Dividend (ttm) | 0.02 |
| Dividend Yield | 0.16% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 20, 2024 |
| Previous Close | 14.04 |
| YTD Return | 6.96% |
| 1-Year Return | 13.93% |
| 5-Year Return | n/a |
| 52-Week Low | 12.01 |
| 52-Week High | 14.04 |
| Beta (5Y) | n/a |
| Holdings | 427 |
| Inception Date | Sep 1, 2022 |
About FEQDX
FEQDX was founded on 2022-09-01 and is currently managed by Dewhirst,Granat,Livstone. The Fund's investment strategy focuses on Growth & Income with 1.55% total expense ratio. Fidelity Hedged Equity Fund Fidelity Advisor Hedged Equity Fund: Class C seeks capital appreciation. FEQDX normally invests at least 80% of its assets in equity securities. The Adviser invests in common stocks of companies with market capitalizations generally similar to companies in the S&P 500 Index and is not constrained by any particular investment style.
Performance
FEQDX had a total return of 13.93% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.26%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
Top 10 Holdings
35.54% of assets| Name | Symbol | Weight |
|---|---|---|
| Apple Inc. | AAPL | 6.53% |
| Microsoft Corporation | MSFT | 6.10% |
| NVIDIA Corporation | NVDA | 5.47% |
| Amazon.com, Inc. | AMZN | 3.57% |
| Alphabet Inc. | GOOGL | 3.51% |
| Meta Platforms, Inc. | META | 2.53% |
| Berkshire Hathaway Inc. | BRK.B | 2.24% |
| iShares Core S&P 500 ETF | IVV | 2.10% |
| Broadcom Inc. | AVGO | 1.87% |
| JPMorgan Chase & Co. | JPM | 1.61% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 20, 2024 | $0.022 | Dec 23, 2024 |
| Dec 9, 2022 | $0.003 | Dec 12, 2022 |