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FEQIX
Mutual Fund ticker: NASDAQ
AS OF
Feb 3 closing price
Price
$87.85
Change
+$4.68 (+5.63%)
Net Assets
10.77B

FEQIX Fidelity Equity-Income Forecast, Technical & Fundamental Analysis

The investment seeks reasonable income; the potential for capital appreciation is a secondary consideration... Show more

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

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Bank of America Corp (NYSE:BAC), GE Aerospace (NYSE:GE), Merck & Co (NYSE:MRK), Wells Fargo & Co (NYSE:WFC).

Industry description

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.

Market Cap

The average market capitalization across the Fidelity Equity-Income MF is 359.25B. The market cap for tickers in the group ranges from 123.33B to 848.9B. JPM holds the highest valuation in this group at 848.9B. The lowest valued company is CB at 123.33B.

Volume

The average weekly volume growth across all stocks in the Fidelity Equity-Income MF was 65%. For the same stocks of the MF, the average monthly volume growth was 93% and the average quarterly volume growth was 78%

Fundamental Analysis Ratings

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

Valuation Rating: 65
P/E Growth Rating: 47
Price Growth Rating: 40
SMR Rating: 37
Profit Risk Rating: 26
Seasonality Score: -10 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, FEQIX has been closely correlated with VVIAX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if FEQIX jumps, then VVIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FEQIX
1D Price
Change %
FEQIX100%
N/A
VVIAX - FEQIX
96%
Closely correlated
+0.83%
VIVIX - FEQIX
96%
Closely correlated
+0.85%
VIVAX - FEQIX
94%
Closely correlated
+0.83%
RMFEX - FEQIX
91%
Closely correlated
+0.33%
RMEBX - FEQIX
91%
Closely correlated
+0.33%
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