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Fidelity Equity-income Fund (FEQIX)

US Funds

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73.95 -0.04 -0.05%

16/05 - Delayed Data. Currency in USD ( Disclaimer )

Morningstar Rating:
Total Assets: 7.25B

Type: Fund

Market: United States

Issuer: Fidelity Investments

Asset Class: Equity

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FEQIX Overview

On this page you'll find an in-depth profile of Fidelity Equity-income Fund. Learn about the key management, total assets, investment strategy and contact information of FEQIX among other information.

Investment Strategy

The investment seeks reasonable income; the potential for capital appreciation is a secondary consideration. The fund normally invests at least 80% of assets in equity securities. It primarily invests income-producing equity securities, which tends to lead to investments in large cap "value" stocks. The fund invests in domestic and foreign issuers. It potentially invests in other types of equity securities and debt securities, including lower-quality debt securities.

Contact Information

Address 483 Bay Street
Toronto,ON M5G 2N7
Canada

Phone 416-307-5200

Fax 1-800-387-8092

Web www.institutional.fidelity.com

Top Executives

Name	Title	Since	Until
Ramona Persaud	Portfolio Manager	2011	Now
Biography	Ramona Persaud joined Fidelity Investments in 2003, since then she has worked as a research analyst and portfolio manager.
Adam Kramer	-	2011	2019
Biography	Adam Kramer is a portfolio manager in the Fixed Income division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing,and other financial products and services to institutions, financial intermediaries, and individuals. In this role, he manages several multi-asset income funds, opportunistic high-yield bond strategies for institutional investors as well as a high income fund available exclusively to Canadian investors.
James Morrow	Portfolio Manager	2011	2017
Biography	Mr. Morrow is the founder and CEO of Callodine Group, LLC, the parent entity of the Sub-Advisor. Mr. Morrow has managed the Series since its inception in 2023 and managed the Predecessor Fund since its inception in 2022. Mr. Morrow is primarily responsible for the day-to-day management of the Series. Previous positions held in the last five years: Chief Investment Officer, Callodine; portfolio manager, Fidelity Investments (FMRCo).
Stephen R. Petersen	Vice President	1993	2011
Biography	Petersen is a vice president and portfolio manager with Fidelity Investments. He joined the firm in 1980 and has worked as a research analyst and portfolio manager. Previously, he served the company as an analyst for the airline and insurance industries. Petersen holds the Chartered Financial Analyst designation.
Beth F. Terrana	Senior Vice President, Portfolio Manager	1966	1993
Biography	Terrana has been a senior vice president and portfolio manager with Fidelity Investments since 1993. She joined the company in 1983 as a securities analyst in the retail and apparel industries. Previously, she worked as assistant vice president of Putnam Management for three years. She began her financial career in 1978 as an assistant manager with Morgan Guaranty Trust Company. Terrana holds the Chartered Financial Analyst designation.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Equity-I.	73.95	-0.04	-0.05%