| 22.66 Net Asset Value | -0.09% 1 Day | +16.32% Year-to-Date | Overall Morningstar Rating |
| Large value Style or Category | No Load Sales Expenses | 0.67% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +3.71% | 3 years | +15.16% | |
| 3 months | +9.28% | 5 years | +3.58% | |
| 1 year | +28.07% | Since inception | +10.17% |
| FEQTX | Category | |
|---|---|---|
| Performance 5-yr return | +3.58% | +4.49% |
| Expense ratio | 0.67% | 1.20% |
| Risk 5 year sharpe ratio | 0.21 | 0.29 |
| Net assets | $5.4B | $2.1B |
| Average market cap | $58.9B | $55.9B |
| Average P/E | 16.4 | 14.7 |
| Portfolio turnover | 78% | 78% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Fidelity Investments |
| Fund manager & tenure | Scott Offen / 1 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $2,500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 26.94% |
| Energy | 14.98% |
| Industrial materials | 14.82% |
| Consumer goods | 10.31% |
| Healthcare | 8.96% |
| CVX Chevron Corp | 4.27% |
| GE General Electric Co | 4.21% |
| WFC Wells Fargo & Co | 3.53% |
| PFE Pfizer Inc | 3.01% |
| PG Procter & Gamble Co | 2.77% |
| JPM JPMorgan Chase & Co | 2.77% |
| VZ Verizon Communications Inc | 2.46% |
| XOM Exxon Mobil Corporation | 2.45% |
| JNJ Johnson & Johnson | 2.36% |
| MRK Merck & Co Inc | 2.29% |
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