Fidelity Disciplined Equity Fund Quote
| FDEKX Fund | USD 68.16 0.23 0.34% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Fidelity Disciplined is trading at 68.16 as of the 8th of January 2025; that is 0.34 percent up since the beginning of the trading day. The fund's open price was 67.93. Fidelity Disciplined has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 9th of December 2024 and ending today, the 8th of January 2025. Click here to learn more.
The fund invests at least 80 percent of assets in equity securities. It invests primarily in common stocks. The advisor seeks to reduce the impact of industry weightings on the performance of the fund by considering each industrys weighting in the SP 500 Index when allocating the funds investments across industries. 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 (View all Sectors) |
| Update Date | 31st of December 2024 |
Fidelity Disciplined Equity [FDEKX] is traded in USA and was established 8th of January 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 1.4 B in assets under management (AUM) with no minimum investment requirementsFidelity Disciplined is currently producing year-to-date (YTD) return of 1.73% with the current yeild of 0.0%, while the total return for the last 3 years was 7.25%.
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
| INTU | Intuit Inc | Stock | Information Technology | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| C | Citigroup | Stock | Financials | |
| CVX | Chevron Corp | Stock | Energy | |
| INTC | Intel | Stock | Information Technology | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| T | ATT Inc | Stock | Communication Services | |
| HD | Home Depot | Stock | Consumer Discretionary |
Fidelity Disciplined Risk Profiles
| Mean Deviation | 0.8677 | |||
| Standard Deviation | 1.43 | |||
| Variance | 2.04 | |||
| Risk Adjusted Performance | (0.03) |
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.
| Bonds Directory Find actively traded corporate debentures issued by US companies | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |