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Brief Study of Fidelity Equity-Income K Fund (FEIKX)

Fidelity Equity-Income K Fund ( FEIKX ) seeks growth of capital and income. FEIKX invests more than 80% of its assets in income-generating securities, which leads to investment in large-cap value securities. FEIKX invests in both U.S. and non-U.S. companies.

This Large Value product has a history of positive total returns for over 10 years. Specifically, the fund's returns over the 3, 5 year benchmarks; 3 year 8.8% and 5 year 12.5%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here .

FEIKX's performance, as of the last filing, when compared to funds in its category was in the top 6% over the past 1 year, and in the top 24% over the past 3 years and in the top 12% over the past 5 years.

The Fidelity Equity-Income K fund, as of the last filing, allocates their fund in three major groups; Large Value, Large Growth and Foreign Stock. Further, as of the last filing, JPMorgan Chase & Co, Chevron Corp and Cisco Systems Inc were the top holdings for FEIKX.

This Zacks Rank #1 (Strong Buy) was incepted in May 2008 and is managed by Fidelity . FEIKX carries an expense ratio of 0.51% and requires a minimal initial investment of $0.

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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