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FDEQX
Mutual Fund ticker: NASDAQ
AS OF
Sep 5 closing price
Price
$75.36
Change
-$0.37 (-0.49%)
Net Assets
2.17B

FDEQX Fidelity Disciplined Equity Forecast, Technical & Fundamental Analysis

The investment seeks capital growth... Show more

Category: #Large Growth
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM), Eli Lilly & Co (NYSE:LLY), Unitedhealth Group (NYSE:UNH).

Industry description

The investment seeks capital growth. The fund invests at least 80% of assets in equity securities. Equity securities represent an ownership interest, or the right to acquire an ownership interest, in an issuer. Equity securities include common stocks preferred stocks and other preferred securities, convertible securities, rights and warrants, and other securities, such as hybrid securities and trust preferred securities, believed to have equity-like characteristics.

Market Cap

The average market capitalization across the Fidelity Disciplined Equity MF is 2.31T. The market cap for tickers in the group ranges from 285.64B to 4.07T. NVDA holds the highest valuation in this group at 4.07T. The lowest valued company is UNH at 285.64B.

Volume

The average weekly volume growth across all stocks in the Fidelity Disciplined Equity MF was 8%. For the same stocks of the MF, the average monthly volume growth was 20% and the average quarterly volume growth was -19%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 56
P/E Growth Rating: 54
Price Growth Rating: 34
SMR Rating: 22
Profit Risk Rating: 30
Seasonality Score: -27 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Fidelity Capital Trust82 Devonshire StreetBoston
Phone
N/A
Web
www.institutional.fidelity.com
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FDEQX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FDEQX has been closely correlated with VIGIX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if FDEQX jumps, then VIGIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FDEQX
1D Price
Change %
FDEQX100%
-0.49%
VIGIX - FDEQX
91%
Closely correlated
-0.30%
VIGAX - FDEQX
91%
Closely correlated
-0.30%
VIGRX - FDEQX
91%
Closely correlated
-0.30%
RGACX - FDEQX
86%
Closely correlated
+0.23%
GFFFX - FDEQX
86%
Closely correlated
+0.23%
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