Fidelity Equity-Income II
82 Devonshire St Mailzone Z1c Boston MA 02109
Map
Phone: 800-544-6666
| Category: | Large Value | | Fund Family: | Fidelity Investments | | Net Assets: | 5.09B | | Year-to-Date Return: | 17.33% | | Yield: | 1.89% | | Morningstar Rating: |  | | Fund Inception Date: | 21-Aug-90 |
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Stephen R. Petersen
Lead Manager since
31-Jan-09 | | | 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: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks reasonable income; capital appreciation is a secondary consideration. The fund normally invests at least 80% of assets in equity securities. It normally invests primarily in income-producing equity securities. The fund potentially invests in other types of equity securities and debt securities, including lower quality debt securities. The fund invests in both domestic and foreign issuers. |
| Last Dividend
(2-Oct-09):
| 0.06 | | Last Cap Gain
(11-Jan-08):
| 0.17 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 75.44% |
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| Expense | FEQTX | Category
Avg | | Total Expense Ratio: | 0.67%
| 1.28% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 214 | $638 | | 5 Yr Expense Projection*: |
$ 373 | $966 | | 10 Yr Expense Projection*: |
$ 835 | $1,855 |
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0.83% Nasdaq 0.00%
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