FEQTX Rating, Research - Fidelity Equity-Income Ii

Fidelity Equity-Income Ii (feqtx)

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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 = 95

Threats + Weaknesses = 71

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks capital appreciation; income is a secondary consideration. The funds a feeder fund that invests all of its assets in Master Basic Value LLC. It invests primarily in equity securities (see equity research) that fund management believes are undervalued. The fund management places particular emphasis on companies with below average price/earnings ratios that may pay above average dividends. It invests primarily in common stock of U.S. companies and invests in companies with market capitalizations of over $5 billion.

Management Analysis Update

Fidelity Equity-Income Ii's executives / managers make better investing decisions, because their assets are invested along side their client's. Fidelity Equity-Income Ii's management team has a long history of working together. This helps ensure consistent future returns. The feqtx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors. Fidelity Equity-Income Ii has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update