Fidelity Disciplined Equity Fund Quote
| FDEQX Fund | USD 73.14 0.44 0.60% |
PerformanceStrong
| Odds Of DistressLow
|
Fidelity Disciplined is trading at 73.14 as of the 22nd of July 2025; that is 0.6 percent decrease since the beginning of the trading day. The fund's open price was 73.58. Fidelity Disciplined has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 23rd of April 2025 and ending today, the 22nd of July 2025. Click here to learn more.
The fund invests at least 80 percent of assets in equity securities. Equity securities represent an ownership interest, or the right to acquire an ownership interest, in an issuer. Equity securities include common stocks preferred stocks and other preferred securities, convertible securities, rights and warrants, and other securities, such as hybrid securities and trust preferred securities, believed to have equity-like characteristics.. More on Fidelity Disciplined Equity
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Growth Funds, Large Growth, Fidelity Investments, Large Growth, Large Growth (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 30th of December 2022 |
| Fiscal Year End | October |
Fidelity Disciplined Equity [FDEQX] is traded in USA and was established 22nd of July 2025. Fidelity Disciplined is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Fidelity Investments family. This fund currently has accumulated 1.65 B in assets under management (AUM) with no minimum investment requirementsFidelity Disciplined is currently producing year-to-date (YTD) return of 8.43% with the current yeild of 0.0%, while the total return for the last 3 years was 21.04%.
Check Fidelity Disciplined Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Disciplined Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Disciplined Equity Mutual Fund Constituents
| CSCO | Cisco Systems | Stock | Information Technology | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| CVX | Chevron Corp | Stock | Energy | |
| C | Citigroup | Stock | Financials | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| V | Visa Class A | Stock | Financials |
Fidelity Disciplined Risk Profiles
| Mean Deviation | 0.7619 | |||
| Semi Deviation | 0.5796 | |||
| Standard Deviation | 1.07 | |||
| Variance | 1.14 |
Fidelity Disciplined Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Disciplined financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Disciplined security.
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |