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Fidelity Disciplined Equity Fund Class K: (MF: FDEKX)

(NASDAQ Mutual Funds) As of Jun 12, 2026 05:35 PM ET

$81.04 USD

+0.55 (0.68%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 13.53 17
3 months 12.50 18
6 months 12.84 22
1 Year 31.26 16
3 Year 25.13 14
5 Year 13.26 16
10 Year 15.03 27

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) 1,024.53

Load Adjusted Returns as of May 31, 2026

1 Year 19.58
5 Year 10.46
10 Year 12.91
Since Inception 9.33

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.78 NA NA NA
2025 -8.07 17.44 6.43 1.54
2024 13.39 5.17 2.66 2.18
2023 9.72 10.43 -2.33 13.35
2022 -11.16 -18.66 -5.28 5.12
2021 3.08 10.49 1.81 10.14

Annual Return

20262025202420232022202120202019201820172016
% Total Return 13.5316.6825.1134.14-28.0527.7329.9232.06-9.9521.656.32
% Total Return Rel to Index 2.04-1.530.097.90-9.84-0.9511.520.57-5.56-0.13-5.61
% Total Return Rel to Peer 2.673.965.7111.15-8.355.6710.013.63-3.090.98-1.49
% Perf Quintile vs Peer* 2.002.002.002.004.002.002.002.004.003.004.00
% Dividends 0.000.000.230.260.160.000.020.240.570.490.51
% Yield 0.000.000.000.000.340.000.030.601.601.191.51
Capital Gains ($) 0.005.836.012.451.200.930.000.004.131.120.00
Expense Ratio 0.000.590.440.390.620.700.620.420.430.440.57

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