Fidelity Equity-Income F 82 Devonshire Street Mailzone Z1c Boston MA 02109 Map
Phone: 800-835-5092
| Category: | Large Value | | Fund Family: | Fidelity Investments | | Net Assets: | 64.79M | | Year-to-Date Return: | 21.59% | | Yield: | % | | Morningstar Rating: |  | | Fund Inception Date: | 26-Jun-09 |
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Stephen R. Petersen
Lead Manager since
31-Jul-93 | | | Petersen is a vice president and portfolio manager with Fidelity Investments. He joined the firm in 1980 and has worked as a research analyst and portfolio manager. Previously, he served the company as an analyst for the airline and insurance industries. Petersen holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks reasonable income; the potential for capital appreciation is a secondary consideration. The fund normally invests at least 80% of assets in equity securities. It primarily invests in income-producing equity securities, which tends to lead to investments in large cap "value" stocks. The fund also invests in domestic and foreign issuers. |
| Last Dividend
(2-Oct-09):
| 0.14 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 33.00% | | Average for Category:
| 75.44% |
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| Expense | FEIFX | Category Avg | | Total Expense Ratio: | 0.47%
| 1.28% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 151 | $638 | | 5 Yr Expense Projection*: |
$ 263 | $966 | | 10 Yr Expense Projection*: |
$ 591 | $1,855 |
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