FEQDX

Active

Fidelity Hedged Equity Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.55%
Annual Cost per $10K
$155.00
30-Year Fee Drag per $10K
$26,987
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+12.46%

Asset Allocation

US Equity
97%
Intl Equity
2%
Cash
1%

Fee Comparison

FEQDX
1.55%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

46% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+16.84%3Y
Compare to

Fee Impact Calculator

$
%
FEQDX at 1.55%$245,679
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$134,934
Cost vs index fund−$131,746

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
FEQDXFidelity Hedged Equity Fund1.55%
QCGRFXCollege Retirement Equities Fund - Growth Account
PABGXT. Rowe Price Blue Chip Growth Fund, Inc.0.95%
QCEQFXCollege Retirement Equities Fund - Equity Index Account
VMCAXVANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
TRSAXT. Rowe Price Growth Stock Fund, Inc.0.91%
EGFSXEdgewood Growth Fund1.25%
RRTCXT. Rowe Price Retirement 2030 Fund1.06%
MEGRXMFS Growth Fund1.08%
RRTPXT. Rowe Price Retirement 2035 Fund1.09%
ALCKXAB LARGE CAP GROWTH FUND INC0.92%
RRTNXT. Rowe Price Retirement 2025 Fund1.04%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
FLMVXJPMorgan Mid Cap Value Fund1.09%
PLFMXLargeCap S&P 500 Index Fund1.29%
EAASXEaton Vance Atlanta Capital SMID-Cap Fund1.12%
HRCAXHarbor Capital Appreciation Fund0.92%
TWCUXUltra Fund0.89%
VVIPXVoya VACS Index Series S Portfolio
JGACXJPMorgan Growth Advantage Fund0.99%
PARDXT. Rowe Price Retirement 2040 Fund0.85%
RRTBXT. Rowe Price Retirement 2020 Fund1.02%
JENIXThe Jensen Quality Growth Fund Inc1.26%
HGIRXHARTFORD CORE EQUITY FUND1.08%
FUNCXVictory Pioneer Fundamental Growth Fund1.72%
CSEIXCohen & Steers Real Estate Securities Fund1.10%
PARLXT. Rowe Price Retirement 2045 Fund0.86%
PAALXPIMCO All Asset Fund2.11%
PARFXT. Rowe Price Retirement 2050 Fund0.88%
CSXCXCalvert U.S. Large Cap Core Responsible Index Fund1.24%
LGRRXLoomis Sayles Growth Fund0.91%
DCCAXMacquarie Small Cap Core Fund1.06%
ECTGXEaton Vance Tax-Managed Growth Fund 1.11.47%
MLAAXNYLI Winslow Large Cap Growth Fund0.94%
PLCGXLargeCap Growth Fund I0.94%
PASTXT. Rowe Price Science & Technology Fund, Inc.1.06%
PACOXT. Rowe Price U.S. Equity Research Fund0.83%
JHDCXJPMorgan Hedged Equity 2 Fund1.35%
HAGAXCarillon Eagle Mid Cap Growth Fund1.03%
LMPLXClearBridge Large Cap Growth Fund1.33%
JHLGXMultimanager Lifestyle Growth Portfolio0.97%
DEVLXMacquarie Small Cap Value Fund1.10%
PGORXPutnam Large Cap Growth Fund0.93%
PAROXT. Rowe Price Retirement 2055 Fund0.89%
RTLAXTax-Managed U.S. Large Cap Fund1.16%
FRURXFranklin Utilities Fund1.06%
LMPIXClearBridge Appreciation Fund1.00%
JGAQXJPMorgan Value Advantage Fund0.99%
GATEXGateway Fund0.94%
JSLBXMultimanager Lifestyle Balanced Portfolio1.16%
CSECXCalvert Equity Fund1.65%
JAJAXManaged Volatility Growth Portfolio1.02%
AFDAXLarge Cap Equity Fund1.04%
CIPMXChamplain MidCap Fund1.09%
CAPEXEaton Vance Tax-Managed Growth Fund 1.0
LCBVXClearBridge Large Cap Value Fund1.40%
CGWRXColumbia Cornerstone Growth Fund0.97%
RRTMXT. Rowe Price Retirement 2015 Fund1.00%
ILGRXMacquarie Large Cap Growth Fund0.89%
SAMVXVirtus Ceredex Mid-Cap Value Equity Fund1.29%
ESPAXAllspring Special Small Cap Value Fund1.17%
EABLXEaton Vance Floating-Rate Fund1.06%
OAKLXOakmark Select Fund0.98%
RYOCXNASDAQ-100 Fund1.27%
TWCIXSelect Fund0.90%
TWHIXHeritage Fund1.00%
CSRSXCohen & Steers Realty Shares0.88%
JGAVXJPMorgan U.S. Value Fund0.94%
JAJRXManaged Volatility Balanced Portfolio1.00%
OALGXOptimum Large Cap Growth Fund1.20%
SMVLXSmead Value Fund1.22%
TRRYXT. Rowe Price Retirement 2060 Fund0.89%
FKARXFranklin Growth Opportunities Fund1.19%
IAVGXVOYA GROWTH AND INCOME PORTFOLIO1.12%
GCTAXGoldman Sachs U.S. Tax-Managed Equity Fund1.01%
JDPAXJanus Henderson Mid Cap Value Fund1.20%
HGORXTHE HARTFORD GROWTH OPPORTUNITIES FUND1.44%
GSPAXGoldman Sachs U.S. Equity Dividend and Premium Fund1.01%
IEOPXVOYA LARGE CAP GROWTH PORTFOLIO0.92%
JSECXJPMorgan Small Cap Equity Fund1.24%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
DDVAXMacquarie Value Fund0.97%
CIPSXChamplain Small Company Fund1.24%
JULAXMultimanager Lifestyle Aggressive Portfolio1.02%
SDGAXDWS Capital Growth Fund1.30%
AQEAXColumbia Disciplined Core Fund0.94%
SUWAXDWS Core Equity Fund0.83%
FFEIXNuveen Dividend Value Fund0.95%
BCSIXBrown Capital Management Small Company Fund1.31%
HFMDXHennessy Cornerstone Mid Cap 30 Fund1.33%
JDURXPGIM Jennison Utility Fund1.11%
OWACXOld Westbury All Cap Core Fund0.96%
RRTAXT. Rowe Price Retirement 2010 Fund0.99%
TADAXTransamerica US Growth1.03%
BMDSXBaird Mid Cap Growth Fund1.06%
CMUAXColumbia Select Mid Cap Value Fund1.13%
VVSVXVenerable US Large Cap Strategic Equity Fund0.86%
FMGGXFranklin Small-Mid Cap Growth Fund0.84%
RSEAXU.S. Strategic Equity Fund1.10%
VCSTXScience & Technology Fund0.91%
IAXAXVY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO1.30%

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