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Fidelity Disciplined Equity Fund: (MF: FDEQX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 05:27 PM ET

$73.03 USD

-0.30 (-0.41%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 1.91 42
3 months 0.77 60
6 months 6.42 59
1 Year 14.41 28
3 Year 23.02 17
5 Year 12.90 30
10 Year 14.20 36

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 115.23
Bear Market (10/07 - 2/09) -51.88
Bull Market (2/09 - 3/21) 866.69

Load Adjusted Returns as of Jan 31, 2026

1 Year 16.59
5 Year 11.84
10 Year 13.28
Since Inception 10.90

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -8.08 17.40 6.40 1.54
2024 13.38 5.14 2.63 2.17
2023 9.71 10.41 -2.36 13.33
2022 -11.17 -18.69 -5.30 2.58
2021 3.08 10.46 1.79 10.12

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.9016.5925.0234.04-29.8327.6429.7931.94-10.0521.536.24
% Total Return Rel to Index 0.00-1.620.007.80-11.63-1.0411.390.45-5.66-0.26-5.69
% Total Return Rel to Peer 0.003.885.6211.04-10.135.589.883.52-3.190.85-1.57
% Perf Quintile vs Peer* 0.000.000.002.004.002.002.002.004.003.004.00
% Dividends 0.000.000.180.210.110.000.010.210.530.450.48
% Yield NA0.000.250.000.250.000.020.511.491.091.41
Capital Gains ($) 0.005.836.012.450.000.930.000.004.131.120.00
Expense Ratio 0.000.660.530.480.700.780.710.510.530.540.68

* 1 = Top 20%, 5 = Bottom 20%