Fidelity Disciplined Equity
82 Devonshire St Boston MA 02109
Map
Phone: 800-544-6666
| Category: | Large Blend | | Fund Family: | Fidelity Investments | | Net Assets: | 11.01B | | Year-to-Date Return: | 16.71% | | Yield: | 1.26% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Dec-88 |
|
Keith Quinton
Lead Manager since
09-Oct-06 | | | Quinton is vice president and manager of Disciplined Equity Fund, which he has managed since October 2006.He also manages other Fidelity funds. Quinton joined Fidelity Investments as a portfolio manager in May 2001. Previously, he was a quantitative analyst for MFS Investment Management. From 1997 to 2000,Quinton was a vice president and senior quantitative analyst for Santander Global Advisors. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $500 | | Min Subsequent Investment, AIP: | $100 |
|
| |
| The investment seeks capital growth. The fund invests at least 80% of assets in equity securities. It usually invests primarily in common stocks 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 & Poor's index. |
| Last Dividend
(5-Dec-08):
| 0.26 | | Last Cap Gain
(7-Dec-07):
| 2.43 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 70.87% |
|
| Expense | FDEQX | Category
Avg | | Total Expense Ratio: | 0.87%
| 1.09% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.59% | | 3 Yr Expense Projection*: |
$ 278 | $774 | | 5 Yr Expense Projection*: |
$ 482 | $1,287 | | 10 Yr Expense Projection*: |
$ 1,073 | $2,366 |
|
|
0.17% Nasdaq 0.00%
Profile
