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Fidelity Equity Income Fund: (MF: FEQIX)

(NASDAQ Mutual Funds) As of Mar 20, 2023 08:00 PM ET

$62.16 USD

+0.75 (1.22%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2023

Total Return %* Percentile Rank Objective
YTD 0.15 67
3 months -3.55 74
6 months 4.17 25
1 Year -2.50 43
3 Year 12.08 31
5 Year 8.45 26
10 Year 9.44 33

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 116.95
Bear Market (10/07 - 2/09) -57.10
Bull Market (2/09 - 9/19) 488.70

Load Adjusted Returns as of Feb 28, 2023

1 Year -5.07
5 Year 8.10
10 Year 10.15
Since Inception 11.59

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2022 -1.03 -9.65 -5.74 12.64
2021 9.05 6.59 -0.65 7.69
2020 -22.05 12.51 5.39 15.52
2019 12.11 3.72 2.27 7.53
2018 -4.46 2.03 5.82 -11.21

Annual Return

20232022202120202019201820172016201520142013
% Total Return 0.15-5.0724.376.7827.90-8.4113.3517.38-3.528.6827.68
% Total Return Rel to Index -3.5113.12-4.30-11.61-3.58-4.02-8.435.44-4.91-4.96-4.69
% Total Return Rel to Peer -0.851.893.371.625.91-1.39-0.756.02-0.031.245.54
% Perf Quintile vs Peer* 3.002.003.002.001.004.003.001.004.003.003.00
% Dividends 0.001.231.090.931.101.381.231.361.981.601.28
% Yield 1.811.821.381.421.662.461.862.243.472.492.10
Capital Gains ($) 0.001.675.861.173.243.582.891.094.222.690.00
Expense Ratio 0.000.570.590.600.600.610.620.630.630.640.67

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