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FDEQX - Fidelity Disciplined Equity

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Fidelity Disciplined Equity (FDEQX)
Expense Ratio: 0.59%
Expected Lifetime Fees: $18,335.63


The Fidelity Disciplined Equity fund (FDEQX) is a Large Blend fund started on 12/28/1988 and has $7.60 billion in assets under management. The current manager has been running Fidelity Disciplined Equity since 10/30/2006. The fund is rated by Morningstar. This fund does not charge 12b-1 fees.

MarketRiders Prefers The Following ETF

Vanguard Large Cap ETF (VV)
Expense Ratio: 0.10%
Expected Lifetime Fees: $3,271.86


The Vanguard Large Cap ETF (VV) is an Exchange Traded Fund. It is a "basket" of securities that index the Large Blend investment strategy and is an alternative to a Large Blend mutual fund. Fees are very low compared to a comparable mutual fund like Fidelity Disciplined Equity because computers automatically manage the stocks.



The Following Large Blend Funds Have Lower Fees Than Fidelity Disciplined Equity (FDEQX). Why are these metrics important?
Mutual Fund Name Ticker Symbol Turnover Assets (M) Annual Fees
American Beacon S&P 500 Idx Instl AASPX 15.0% 467 0.16%
American Century Equity Growth Instl AMEIX 74.0% 2,000 0.49%
American Century Equity Index Instl ACQIX 3.0% 239 0.30%
American Century Equity Index Inv ACIVX 3.0% 239 0.50%
American Funds Fundamental Investors R5 RFNFX 28.0% 47,800 0.36%
American Funds Fundamental Investors R6 RFNGX 28.0% 47,800 0.31%
American Funds Fundamental Invs F-2 FINFX 28.0% 47,800 0.42%
American Funds Invmt Co of America F-2 ICAFX 28.0% 54,700 0.40%
American Funds Invmt Co of America R5 RICFX 28.0% 54,700 0.35%
American Funds Invmt Co of America R6 RICGX 28.0% 54,700 0.30%
BlackRock Index Equity Instl PNIEX 6.0% 521 0.18%
BlackRock Index Equity Inv A CIEAX 6.0% 521 0.42%
BlackRock Index Equity Svc PNESX 6.0% 521 0.39%
BlackRock S&P 500 Index A MDSRX 6.0% 1,800 0.56%
BlackRock S&P 500 Index Instl MASRX 6.0% 1,800 0.30%
BlackRock S&P 500 Stock WFSPX 9.0% 321 0.18%
Bridgeway Blue Chip 35 Index BRLIX 19.0% 275 0.15%
Columbia Large Cap Index A NEIAX 6.0% 2,300 0.42%
Columbia Large Cap Index Z NINDX 6.0% 2,300 0.17%
DFA Enhanced US Large Company I DFELX 140.0% 179 0.27%
DFA Tax-Managed US Equity DTMEX 11.0% 1,400 0.22%
DFA US Core Equity 1 I DFEOX 5.0% 4,300 0.20%
DFA US Large Company DFUSX 4.0% 3,800 0.10%
DFA US Sustainability Core 1 DFSIX 14.0% 169 0.37%
Dreyfus Basic S&P 500 Stock Index DSPIX 2.1% 1,200 0.20%
Dreyfus S&P 500 Index PEOPX 3.4% 2,200 0.50%
DWS Core Equity Institutional SUWIX 191.0% 3,200 0.53%
DWS Equity 500 Index Inst BTIIX 3.0% 1,500 0.24%
DWS Equity 500 Index S BTIEX 3.0% 1,500 0.31%
DWS S&P 500 Index S SCPIX 3.0% 703 0.39%
Evergreen Equity Index Instl WFIOX 3.0% 2,200 0.25%
Federated Max-Cap Index Instl FISPX 53.0% 518 0.36%
Fidelity Large Cap Core Enhanced Index FLCEX 104.0% 247 0.46%
Fidelity Spartan 500 Index Advtg FUSVX 5.0% 44,000 0.06%
Fidelity Spartan 500 Index Inv FUSEX 5.0% 44,000 0.10%
Fidelity Spartan Total Market Index Inv FSTMX 17.0% 12,200 0.10%
Fidelity Spartan Total Mkt Idx Advtg FSTVX 17.0% 12,200 0.07%
Fifth Third Equity Index A KNIDX 2.0% 340 0.45%
Fifth Third Equity Index Instl KNIEX 2.0% 340 0.20%
GE Instl US Large Cap Core Eq Inv GEIVX 44.0% 198 0.40%
GMO Quality III GQETX 40.0% 18,600 0.48%
Goldman Sachs Structured US Equity I GSELX 46.0% 319 0.55%
JPMorgan Disciplined Equity Instl JPIEX 169.0% 1,100 0.45%
JPMorgan Equity Index A OGEAX 7.0% 1,700 0.45%
JPMorgan Equity Index Select HLEIX 7.0% 1,700 0.20%
MFS Massachusetts Investors Tr I MITIX 21.0% 3,200 0.53%
MFS Massachusetts Investors Tr R4 MITDX 21.0% 3,200 0.53%
Northern Stock Index NOSIX 2.7% 3,100 0.10%
Nuveen Equity Index I FEIIX 2.0% 721 0.36%
Oppenheimer Main Street Y MIGYX 35.0% 5,200 0.57%
PIMCO StocksPLUS Instl PSTKX 404.0% 1,000 0.50%
PNC S&P 500 Index I PSXIX 27.0% 111 0.37%
Principal Capital Appreciation Inst PWCIX 12.7% 1,700 0.52%
Principal Large Cap S&P 500 Index R5 PLFPX 4.3% 2,500 0.42%
Prudential Stock Index A PSIAX 5.0% 679 0.55%
Prudential Stock Index Z PSIFX 5.0% 679 0.25%
Schroder North American Equity Inv SNAEX 72.0% 520 0.39%
Schwab 1000 Index SNXFX 5.0% 4,600 0.29%
Schwab S&P 500 Index SWPPX 3.0% 11,700 0.09%
Schwab Total Stock Market Index SWTSX 1.0% 1,900 0.09%
SSgA S&P 500 Index Instl SVSPX 2.0% 1,100 0.18%
Steward Large Cap Enhanced Index Inst SEECX 22.0% 157 0.55%
T. Rowe Price Equity Index 500 PREIX 5.5% 13,900 0.30%
T. Rowe Price Total Equity Market Idx POMIX 6.2% 593 0.41%
TIAA-CREF Equity Index Instl TIEIX 11.0% 3,600 0.07%
TIAA-CREF Equity Index Premier TCEPX 11.0% 3,600 0.22%
TIAA-CREF Equity Index R TIQRX 11.0% 3,600 0.32%
TIAA-CREF Equity Index Retail TINRX 11.0% 3,600 0.40%
TIAA-CREF Growth & Income Instl TIGRX 116.0% 2,600 0.47%
TIAA-CREF S&P 500 Index Instl TISPX 14.0% 1,400 0.07%
TIAA-CREF S&P 500 Index Retire TRSPX 14.0% 1,400 0.32%
TIAA-CREF Social Choice Eq Instl TISCX 19.0% 1,200 0.19%
TIAA-CREF Social Choice Eq Premier TRPSX 19.0% 1,200 0.34%
TIAA-CREF Social Choice Eq Retail TICRX 19.0% 1,200 0.50%
TIAA-CREF Social Choice Eq Retire TRSCX 19.0% 1,200 0.44%
Vanguard 500 Index Investor VFINX 4.0% 107,600 0.17%
Vanguard 500 Index Signal VIFSX 4.0% 107,600 0.05%
Vanguard Capital Value Inv VCVLX 149.0% 647 0.58%
Vanguard Dividend Appreciation Idx Inv VDAIX 14.0% 13,200 0.25%
Vanguard Dividend Growth Inv VDIGX 13.0% 9,900 0.31%
Vanguard Growth & Income Adm VGIAX 120.0% 4,000 0.23%
Vanguard Growth & Income Inv VQNPX 120.0% 4,000 0.34%
Vanguard Institutional Index Instl VINIX 5.0% 104,800 0.04%
Vanguard Institutional Index Instl Pl VIIIX 5.0% 104,800 0.02%
Vanguard Instl Ttl Stk Mkt Idx Instl VITNX 12.0% 19,400 0.05%
Vanguard Large Cap Index Instl VLISX 7.0% 5,500 0.08%
Vanguard Large Cap Index Inv VLACX 7.0% 5,500 0.24%
Vanguard Large Cap Index Signal VLCSX 7.0% 5,500 0.10%
Vanguard Russell 1000 Index Instl VRNIX 20.0% 355 0.08%
Vanguard Russell 3000 Index Instl VRTTX 32.0% 130 0.09%
Vanguard Tax-Managed Capital App Adm VTCLX 2.0% 3,800 0.12%
Vanguard Tax-Managed Growth & Inc Adm VTGLX 6.0% 2,400 0.12%
Vanguard Total Stock Market Idx Instl VITSX 5.0% 181,800 0.05%
Vanguard Total Stock Mkt Idx Inv VTSMX 5.0% 181,800 0.18%
Vanguard Total Stock Mkt Idx Signal VTSSX 5.0% 181,800 0.06%
Wells Fargo Advantage Index A WFILX 3.0% 2,200 0.56%
Wells Fargo Advantage Index A WIF3Z 3.0% 2,200 0.56%
Wells Fargo Advantage Index Fund Investor Class WFIRX 3.0% 2,200 0.45%
Wilshire 5000 Index Instl WINDX 9.0% 154 0.53%



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Why Are These Metrics Important?


Turnover
Turnover represents how much of a mutual fund's holdings are changed over the course of a year through buying and selling. Active mutual funds have an average turnover rate of about 85%, meaning that funds are turning over nearly all of their holdings every year. A high turnover means you could make lower returns because: 1) buying and selling stocks costs money through commissions and spreads and 2) the fund will distribute yearly capital gains which increases your taxes. Look for funds with turnover rates below 50%. For comparison, ETF turnover rates average around 10% or lower.

Assets
Generally, smaller funds do better than larger ones. The more assets in a mutual fund, the lower the chance that it will beat its index. Managers outperform an index by choosing stocks that are undervalued. In order to find these undervalued stocks, the manager has to know more than his competitors to develop an "edge." There are only a finite number of stocks a mutual fund manager can reasonably analyze and actively track to gain such a competitive edge. When the fund has more assets, the manager must analyze large companies because he needs to take larger positions. Large companies are more efficiently priced in the market and it becomes increasingly difficult to get an edge.