Fidelity Series Equity Income Fund Quote
| FNKLX Fund | USD 17.20 0.06 0.35% |
PerformanceSolid
| Odds Of DistressLow
|
Fidelity Series is trading at 17.20 as of the 27th of December 2025; that is 0.35 percent increase since the beginning of the trading day. The fund's open price was 17.14. Fidelity Series has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 28th of September 2025 and ending today, the 27th of December 2025. Click here to learn more.
The fund normally invests primarily in common stocks. It invests in securities of companies that Fidelity Management Research Company believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry. More on Fidelity Series Equity Income
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Value Funds, Large Value, Fidelity Investments, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 1st of April 2025 |
| Fiscal Year End | January |
Fidelity Series Equity Income [FNKLX] is traded in USA and was established 27th of December 2025. Fidelity Series is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Value category and is part of Fidelity Investments family. This fund currently has accumulated 15.2 B in assets under management (AUM) with no minimum investment requirementsFidelity Series Equity is currently producing year-to-date (YTD) return of 6.84% with the current yeild of 0.02%, while the total return for the last 3 years was 7.06%.
Check Fidelity Series Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Series Equity Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Series Equity Income Mutual Fund Constituents
| BX | Blackstone Group | Stock | Financials | |
| WFC | Wells Fargo | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| CB | Chubb | Stock | Financials | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| BAC | Bank of America | Stock | Financials | |
| NEM | Newmont Goldcorp Corp | Stock | Materials |
Fidelity Series Top Holders
| FDGLX | Fidelity Advisor Freedom | Mutual Fund | Target-Date 2030 | |
| FFFGX | Fidelity Freedom 2045 | Mutual Fund | Target-Date 2045 | |
| FNSBX | Fidelity Freedom 2050 | Mutual Fund | Target-Date 2050 | |
| FZTKX | Fidelity Freedom 2050 | Mutual Fund | Target-Date 2050 | |
| FATWX | Fidelity Advisor Freedom | Mutual Fund | Target-Date 2025 | |
| FFBSX | Fidelity Freedom Blend | Mutual Fund | Target-Date 2065+ | |
| FAXDX | Fidelity Advisor Freedom | Mutual Fund | Target-Date 2065+ | |
| FHJFX | Fidelity Freedom Blend | Mutual Fund | Target-Date 2040 |
Fidelity Series Equity Risk Profiles
| Mean Deviation | 0.5372 | |||
| Semi Deviation | 0.3264 | |||
| Standard Deviation | 0.9032 | |||
| Variance | 0.8157 |
Fidelity Series Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Series financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Series security.
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