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Right Time to Buy Fidelity Disciplined Equity Fund (FDEQX) - Best of Funds

Fidelity Disciplined Equity ( FDEQX ) a Zacks Ranked #2 (Buy) seeks capital growth. The strategy of FDEQX is to select its investments; the fund uses computer-aided, quantitative analysis of historical earnings, dividend yield, earnings per share and other factors supported by fundamental analysis. FDEQX normally invests a major portion of its assets in equity securities. FDEQX invests primarily in common stocks of domestic or foreign issuers. FDEQX offers dividends and capital gains annually in December.

This Large Blend fund, as of the last filing, allocates their fund in three major groups; Large Value, Large Growth, Intermediate Bond. Further, as of the last filing, APPLE INC, JOHNSON & JOHNSON and WELLS FARGO & CO were the top holdings for FDEQX.

The Fidelity Disciplined Equity fund, managed by Fidelity , carries an expense ratio of 0.50. Moreover, FDEQX requires a minimal initial investment of $2,500.

FDEQX has a history of strong positive total returns for over 10 years. Specifically, the fund's returns over the 1, 3, 5 year benchmarks; 1 year 12.14%, 3 year 21.60%, and 5 year 14.54%. To see how this fund performed compared in its category, please click here .

FDEQX's performance, as of the last filing, when compared to funds in its category was in the top 37% in 1 year, top 10% over the past 3 years, and in the 61% over the past 5 years.

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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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