Fidelity Devonshire Trust: Fidelity Equity-Income Fund (FEQIX)

65 0.28%
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Pros
3-year return above the benchmark
No sales load or distribution fees
Cons
5-year return below the benchmark
10-year return below the benchmark
High expense ratio

Pros

  1. FEQIX 3-year return is 12.35%, which is higher than the 3-year return of the benchmark index (Russell 3000 Value TR USD), 11.93%.
  2. Good news: this fund does not have 12b1, front-end or back-end sales fees.

Cons

  1. FEQIX 5-year return is 7.67%, which is lower than the 5-year return of the benchmark index (Russell 3000 Value TR USD), 12.07%.
  2. FEQIX 10-year return is 8.45%, which is lower than the 10-year return of the benchmark index (Russell 3000 Value TR USD), 10.95%.
  3. FEQIX expense ratio is 0.57%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?