FDEQX Rating, Research - Fidelity Disciplined Equity

Fidelity Disciplined Equity (fdeqx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 100

Threats + Weaknesses = 76

When strengths & opportunities substantially exceed threats & weaknesses an investment in the fdeqx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Fidelity Disciplined Equity (FDEQX) Description: FDEQX is a mutual fund, which is an investment that owns a basket of assets. The FDEQX mutual fund was provided by Fidelity and this investment vehicle derives the majority of its value from equity holdings (stocks). Fidelitys mutual fund has a medium management tenure and is in the large fund size classification. FDEQXs minimum initial investment amount is $2500 while the IRA minimum is $2500. FDEQXs expense ratio is roughly 1%. The latest FDEQXs front end load was 0% and the back end load was 0%. The Fidelity Disciplined Equity (FDEQX) mutual fund falls under the large-cap mixed category. FDEQX focuses its investments in USA and FDEQX is not affiliated with a particular industry or fund sector. The Fidelity Disciplined Equity (FDEQX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FDEQXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FDEQXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital growth. The fund invests at least 80% of assets in equity securities (see equity research). It usually invests primarily in common stocks (see stock research) of domestic or foreign issuers. The fund seeks to reduce the impact of industry weightings on the performance of the fund relative to the Standard & Poors index.

Management Analysis Update

Performance Analysis Update