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    Fidelity Disciplined Equity (FDEQX)

    34.62 Down 0.12(0.35%) Aug 4
    Prev Close:34.74
    YTD Return*:2.38%
    Net Assets*:1.40B
    Yield*:1.03%

    * As of 30-Jun-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL4.79N/A
    JNJ2.27N/A
    JPM2.20N/A
    GE2.10N/A
    PG1.88N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.4B
    Category:Large Blend
    Annual Report Expense Ratio (net):0.50%

    Performance & Risk

    YTD Return:2.38%
    5y Avg Return:15.64%
    Rank in Category (ytd):25
    % Rank in Category (ytd):1.5%
    Beta (3y):0.99
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks capital growth. The fund invests at least 80% of assets in equity securities. It invests primarily in common stocks. The fund seeks to reduce the impact of industry weightings on the performance of the fund by considering each industry's weighting in the S&P 500® Index when allocating the fund's investments across industries. It invests in domestic and foreign issuers. The fund uses quantitative analysis to evaluate growth potential, valuation, liquidity, and investment risk, along with fundamental analysis of factors such as each issuer's financial condition, its industry position, and market and economic conditions to select investments. View More
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