FEQIX Rating, Research - Fidelity Equity-Income

Fidelity Equity-Income (feqix)

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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 = 86

Threats + Weaknesses = 66

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks reasonable income; the potential for capital appreciation is a secondary consideration. The fund normally invests at least 80% of assets in equity securities (see equity research). It primarily invests in income-producing equity securities (see equity research), which tends to lead to investments in large cap "value" stocks (see stock research). The fund also invests in domestic and foreign issuers.

Management Analysis Update

Performance Analysis Update