Nasdaq - Delayed Quote USD

Fidelity Hedged Equity (FEQHX)

13.44
+0.09
+(0.67%)
At close: May 16 at 8:00:44 PM EDT
Loading Chart for FEQHX
  • Previous Close 13.35
  • YTD Return -3.41%
  • Expense Ratio 0.55%
  • Category Options Trading
  • Last Cap Gain 18.00
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 393.22M
  • Beta (5Y Monthly) --
  • Yield 0.60%
  • 5y Average Return --
  • Holdings Turnover 56.00%
  • Last Dividend 0.08
  • Inception Date Sep 1, 2022

The fund normally invests at least 80% of its assets in equity securities. It invests in common stocks of companies with market capitalizations generally similar to companies in the S&P 500® Index. The fund invests in “growth” stocks or “value” stocks or both. The adviser uses a disciplined approach designed to construct an equity portfolio with similar risk-return characteristics to the S&P 500® Index.

Fidelity Investments

Fund Family

Options Trading

Fund Category

393.22M

Net Assets

2022-09-01

Inception Date

Performance Overview: FEQHX

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Trailing returns as of 5/15/2025. Category is Options Trading.

YTD Return

FEQHX
3.41%
Category
6.64%
 

1-Year Return

FEQHX
10.85%
Category
16.67%
 

3-Year Return

FEQHX
0.00%
Category
6.96%
 

5-Year Return

FEQHX
0.00%
Category
6.01%
 

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Holdings: FEQHX

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Sector Weightings

SectorFEQHX
Technology   31.22%
Healthcare   11.06%
Industrials   7.09%
Energy   3.56%
Utilities   2.71%
Real Estate   2.43%

Recent News: FEQHX

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Research Reports: FEQHX

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