fidelity mutual funds performance

The new benchmarks are broader and better represents investment opportunities in the real estate market. Fidelity Funds update: Fidelity Small Cap Value reopened to all investors (PDF) Copyright 1998-2020 FMR LLC. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Fidelity is changing the names of three ETFs on December 1, 2020 by replacing “Factor” with “Multifactor” and removing “Targeted.” Fidelity also will update each ETF’s proprietary index name to align with the new fund name. Prospectuses & shareholder reports for all Fidelity Funds   Contact Fidelity for a prospectus or, if … Click on the fund name to view quarter-end returns, month-end 7-day yield for money market funds (unsubsidized/subsidized), risk and fee information. the dollar value of one share of a fund; determined by taking the total assets of a fund, subtracting the total liabilities, and dividing by the total number of shares outstanding, (Separate multiple email addresses with commas). Funds included in the Domestic Equity category have a majority of their assets invested in U.S. issuers, but may also invest in non-U.S. issuers. Research information including trailing returns and hypothetical growth for Fidelity® Contrafund® Fund. It is a violation of law in some jurisdictions to falsely identify yourself in an email. The top 10% of the funds in an investment category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Investment return and principal value will fluctuate, so you may have a gain or loss when shares are sold. Important note: Investors will not experience a loss from a distribution. By using this service, you agree to input your real email address and only send it to people you know. The Overall Morningstar RatingTM for a fund is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. See performance data and interactive charts for Fidelity® Dividend Growth Fund (FDGFX). The Morningstar information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or redistributed; and (3) is not warranted to be accurate, complete or timely. Proxy Voting for Shareholders of Fidelity Funds Fidelity OTC Portfolio (ticker: FOCPX) The Fidelity OTC fund invests more than 80% of its portfolio in … Fidelity Contrafund (FCNTX): This large-cap stock index fund has had the same manager, Will Danoff, for over 25 years and his performance track record has been a stellar one. Manager Sonu Kalra has run the fund since mid-2009. Investment return and principal value will fluctuate, so you may have a gain or loss when shares are sold. Investing involving involves risk, including risk of loss. Performance data shown represents past performance and is no guarantee of future results. Effective April 1, 2020, Fidelity Small Cap Discovery Fund (FSCRX), Fidelity Small Cap Growth Fund (FCPGX), and Fidelity Select Medical Technology and Devices Portfolio (FSMEX) have reopened to all investors. The company manages more than 504 mutual funds across a broad range of categories, which can vary from U.S. and non-U.S. mutual funds to fixed income and equity mutual funds. Click on the fund's name for more information about its risks. See performance data and interactive charts for Fidelity ZERO Large Cap Index Fund (FNILX). Performance and pricing information on this page is provided by Fidelity. Discover the performance trends of the Fidelity Capital & Income Fund such as monthly performance, volatility risk and how high yields reward investors. In anticipation of an upcoming merger, the funds will close to most new investors on June 12, 2020 after close of business. The new benchmarks will better align with each fund’s diversification policy. Mutual Funds Mutual funds are a practical, cost-efficient way to build a diversified portfolio of stocks, bonds, or short-term investments. Contact Fidelity for a prospectus or, if … Fidelity Advisor Funds Current performance may be higher or lower than that quoted. Past performance may not be repeated. Fidelity is changing the benchmarks for ten passive sector ETFs from their current MSCI sector indices to capped versions of the same indices on December 1, 2020. View reports on what drove performance for over 100 Fidelity Funds last quarter. Fidelity is amending its excessive trading policy by increasing the $1,000 per trade monitoring threshold to $10,000 for mutual funds. A short-term trading fee of up to 2.00% may apply and is not reflected in the returns shown. The primary objective of the Fidelity Fund Portfolios–Income is to provide a representation of just one way you might construct a portfolio of Fidelity mutual funds, designed for the purpose of providing a focus on interest and dividend income, over a range of long term risk levels, which are consistent with the asset allocations of a (sub)set of Fidelity… Effective February 1, 2019, Fidelity Small Cap Value Fund (FCPVX) has reopened to all investors. Fidelity Funds update: Securities Lending Program Expansion (PDF) Fidelity Funds update: Fidelity Managed Retirement 2005 Fund and Fidelity Simplicity RMD 2005 Fund … All files may be downloaded electronically. Fidelity Funds update: Fidelity International Small Cap Opportunities Fund closed to new investors (PDF) Read our privacy policy. See actual distributions paid by Fidelity funds this year. The primary objective of the Fidelity Fund Portfolios-Income is to provide a representation of just one way you might construct a portfolio of Fidelity mutual funds, designed for the purpose of providing a focus on interest and dividend income, over a range of long term risk levels, which are consistent with the asset allocations of a (sub)set of Fidelity… Fidelity Funds update: Securities Lending Program Expansion (PDF). * For each fund with at least a three-year history, Morningstar calculates a Morningstar RatingTM based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on down ward variations and rewarding consistent performance. See performance data and interactive charts for Fidelity® Contrafund® Fund (FCNTX). Fidelity is chock full of good funds that invest in growing companies, and Fidelity Blue Chip Growth is one of its best. Performance data shown represents past performance and is no guarantee of future results. Fund prices will reflect a NAV reduction when a distribution is paid. Fidelity Funds Update: Fidelity Event Driven Opportunities Fund Closed to New Investors (PDF) Fidelity is changing the benchmarks for four actively managed funds on October 1, 2020 and for two passively managed funds on December 1, 2020. Fidelity Fund. All Rights Reserved. Research information including trailing returns and hypothetical growth for Fidelity® Dividend Growth Fund. Fidelity is amending its excessive trading policy by increasing the $1,000 per trade monitoring threshold to $10,000 for mutual funds. Fidelity offers over 10,000 mutual funds from dozens of different mutual fund companies and can help you find the right ones for virtually any investment need. Before investing, … The subject line of the email you send will be "Fidelity.com: ". In anticipation of potential merger proposals, Fidelity Emerging Europe, Middle East, Africa (EMEA) Fund, Fidelity Export and Multinational Fund, and Fidelity Independence Fund will close to most new investors (soft close) on December 31, 2020 after close of business. Fidelity does not review the Morningstar data. Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages. Quarterly commentary for Fidelity Funds   Investment return and … Get capital gains estimates for funds with an upcoming distribution. Exemplifying the resiliency of AlphaProfit's disciplined Fidelity mutual fund … Mergers of Investment Advisers and Broker-Dealers (PDF) Current performance … Fidelity Investments is one of the largest and oldest mutual fund … The per-share amount of a distribution is deducted from a fund's net asset value (NAV). Assets under management: $4.9 billion. Actually, Fidelity funds are becoming … Dividend yield: 0.7% Expense ratio: 0.50%, or … Important legal information about the email you will be sending. Investors also should not conflate Fidelity’s sizable footprint in the actively managed mutual fund space as meaning Fidelity funds are pricey. Fidelity Funds Update: Fund Soft Closings (PDF) YTD distributions Total returns include changes in share price and reinvestment of dividends and capital gains, if any. Fidelity Large Cap Core Enhanced Index Fund, Fidelity Large Cap Growth Enhanced Index Fund, Fidelity Series Opportunistic Insights Fund, Fidelity Strategic Dividend & Income Fund, Fidelity Large Cap Value Enhanced Index Fund, Fidelity Series Stock Selector Large Cap Value Fund, Fidelity Stock Selector Large Cap Value Fund, Fidelity Series Intrinsic Opportunities Fund, Fidelity Series Small Cap Opportunities Fund, Fidelity Series Commodity Strategy Fund (FCSSX), Fidelity Large Cap Core Enhanced Index Fund (FLCEX), Fidelity Series Large Cap Stock Fund (FGLGX), Fidelity Growth & Income Portfolio (FGRIX), Fidelity Series All-Sector Equity Fund (FSAEX), Fidelity SAI U.S. Performance and pricing information on this page is provided by Fidelity. Fidelity Funds update: Fidelity Sector ETF Benchmark Changes (PDF) Fidelity ETF Name Changes (PDF) Fidelity Funds update: Fidelity Select Medical Technology and Devices Portfolio closed to new investors (PDF) This information is given for tax-planning purposes and may not be accurate for tax reporting; please use the tax form statements Fidelity mails early in the year to prepare your tax returns. Estimated capital gains  This leaves the total value of the account unaffected by the distribution. Had the fee been reflected, returns would have been lower. Daily pricing for all Fidelity Funds   With more than 70 years in the business, Fidelity offers the tools … Effective at close of business on March 29, 2019, investors generally are not able to open new accounts in the fund. Daily Pricing for All Fidelity Funds Performance data shown represents past performance and is no guarantee of future results. In anticipation of a potential merger proposal, Fidelity Event Driven Opportunities Fund (FARNX) will close to most new investors (soft close) on January 15, 2020 after close of business. Performance and pricing information on this page is provided by Fidelity. Performance for periods less than one year are cumulative, not annualized. Over the past 10 … By using or logging in to this website, you consent to the use of cookies as described in our privacy policy. Since the fund's inception in 1990, FCNTX has averaged more than 12% return, which is a rare feat in the mutual fund … Performance of Fidelity Focus and Fidelity Core mutual fund model portfolios as of December 31, 2019. View the net asset value (NAV) for all Fidelity Funds as of the last trading date. Fidelity Funds Update: Funds Reopened to All Investors (PDF) Fidelity Equity Proxy Virtual Meeting Notice (PDF), Fidelity Event Driven Opportunities Fund Virtual Meeting Notice (PDF). Before investing, consider the fund's investment objectives, risks, charges and expenses. Effective at close of business on May 31, 2019, investors generally are not able to open new accounts in the fund. Fidelity Funds update: Fidelity Real Estate Funds Benchmark Changes (PDF) Sign up for Fidelity Newsletter. Fidelity boasts of huge mutual fund assets under management and a wide variety of funds, covering a wide spectrum of sectors. The Fidelity Capital & Income Fund (FAGIX) is another balanced fund that … All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. Finally, Fidelity… Fidelity Funds update: Excessive Trading Policy (PDF) Fidelity Capital & Income. Mutual Funds Stocks ETFs ... Fidelity® Balanced FBALX ... 2020. These Fidelity retirement funds will help get your Fidelity 401(k) in top performance shape. Before investing, … ... A mutual fund is a type of … Before investing, consider the fund's investment objectives, risks, charges and expenses. As part of a regular review of its organizational structure, Fidelity has decided to merge certain entities to streamline operations, increase efficiency, simplify reporting, and reduce legal, compliance, and accounting complexity and costs. Fidelity Brokerage Services LLC, or its affiliates, receives compensation in connection with (i) access to, purchase or redemption of, and/or maintenance of positions in mutual funds and other investment products ("funds"), (ii) infrastructure needed to support such funds … Mutual funds and ETFs sponsored by Fidelity … By Coryanne Hicks , Contributor July 13, 2020 By Coryanne Hicks , Contributor July 13, 2020, at 5:46 p.m. Momentum Index Fund (FUMIX), Fidelity Large Cap Growth Index Fund (FSPGX), Fidelity Large Cap Value Index Fund (FLCOX), Fidelity Mid Cap Growth Index Fund (FMDGX), Fidelity Mid Cap Value Index Fund (FIMVX), Fidelity Small Cap Growth Index Fund (FECGX), Fidelity Small Cap Value Index Fund (FISVX), Fidelity Nasdaq Composite Index Fund (FNCMX), Fidelity Capital Appreciation Fund (FDCAX), Fidelity Stock Selector All Cap Fund (FDSSX), Fidelity Large Cap Growth Enhanced Index Fund (FLGEX), Fidelity Series Opportunistic Insights Fund (FVWSX), Fidelity Series Growth Company Fund (FCGSX), Fidelity Series Blue Chip Growth Fund (FSBDX), Fidelity Export and Multinational Fund (FEXPX), Fidelity Strategic Dividend & Income Fund (FSDIX), Fidelity Large Cap Value Enhanced Index Fund (FLVEX), Fidelity Series Stock Selector Large Cap Value Fund (FBLEX), Fidelity Series Value Discovery Fund (FNKLX), Fidelity Stock Selector Large Cap Value Fund (FSLVX), Fidelity Equity Dividend Income Fund (FEQTX), Fidelity Stock Selector Mid Cap Fund (FSSMX), Fidelity Extended Market Index Fund (FSMAX), Fidelity Leveraged Company Stock Fund (FLVCX), Fidelity Mid Cap Enhanced Index Fund (FMEIX), Fidelity Series Intrinsic Opportunities Fund (FDMLX), Fidelity Stock Selector Small Cap Fund (FDSCX), Fidelity Small Cap Discovery Fund (FSCRX), Fidelity Series Small Cap Discovery Fund (FJACX), Fidelity Small Cap Enhanced Index Fund (FCPEX), Fidelity Series Small Cap Opportunities Fund (FSOPX). Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Performance and pricing information on this page is provided by Fidelity. Fidelity Funds Update: Fund Soft Closings (PDF), Fidelity Funds update: Fidelity Sector ETF Benchmark Changes (PDF), Fidelity Funds update: Fidelity Real Estate Funds Benchmark Changes (PDF), Fidelity Funds update: Excessive Trading Policy (PDF), Fidelity Funds update: Fidelity Managed Retirement 2005 Fund and Fidelity Simplicity RMD 2005 Fund Closed to New Investors (PDF), Fidelity Funds Update: Funds Reopened to All Investors (PDF), Fidelity Funds Update: Fidelity Event Driven Opportunities Fund Closed to New Investors (PDF), Mergers of Investment Advisers and Broker-Dealers (PDF), Fidelity Funds update: Fidelity International Small Cap Opportunities Fund closed to new investors (PDF), Fidelity Funds update: Fidelity Select Medical Technology and Devices Portfolio closed to new investors (PDF), Fidelity Funds update: Fidelity Small Cap Value reopened to all investors (PDF), Prospectuses & shareholder reports for all Fidelity Funds, Proxy Voting for Shareholders of Fidelity Funds, Read the latest Portfolio Manager Appointments. Fidelity’s Performance So Far Fidelity Advisor Series Growth Opportunities Fund (FAOFX Quick QuoteFAOFX- Free Report) turned up as one of the best-performing mutual funds from the Fidelity … © 2011 Morningstar, Inc. All rights reserved. Before investing, consider the fund's investment objectives, risks, charges and expenses. Unless set by the customer to pay into a core account, distributions are reinvested and the number of shares in the account will increase. Read it carefully. Important information you should read before investing. Fidelity Funds update: Fidelity Managed Retirement 2005 Fund and Fidelity Simplicity RMD 2005 Fund Closed to New Investors (PDF) Apart from that, Fidelity funds have shown that, in terms of performance, they're able to hold their own against funds from competitors such as Vanguard and Schwab. Performance and pricing information on this page is provided by Fidelity. In separate transactions, Fidelity will merge four of its investment advisers and two of its broker-dealers. Learn more about your voting rights as a mutual fund shareholder, including how to submit your vote by proxy. Current performance may be higher or lower than that quoted. Past performance is no guarantee of future results. This site is for persons in Canada only. An upcoming distribution this page is provided by Fidelity Funds View the net asset value ( NAV for! Funds performance data shown represents past performance and is no guarantee of future.! So you may have a gain or loss when shares are sold cumulative not... Trading fee of up to 2.00 % may apply and is not reflected in real! $ 1,000 per trade monitoring threshold to $ 10,000 for mutual Funds Important note investors. Your behalf the distribution for over 100 Fidelity Funds this year be or... Past 10 … performance and pricing information on this page is provided by solely... 'S net asset value ( NAV ) mutual Funds of law in some to! Distributions see actual distributions paid by Fidelity volatility risk and how high yields reward.... Expansion ( PDF ) Fidelity retirement Funds will help get your Fidelity (. Amount of a distribution is deducted from a fund 's investment objectives, risks, charges and expenses Funds of. Prospectuses & shareholder reports for all Fidelity Funds last quarter logging in to this,. Commentary for Fidelity Funds last quarter Dividend Growth fund discover the performance trends of the account unaffected the... Reward investors hypothetical Growth for Fidelity® Dividend Growth fund ( FDGFX ) in separate transactions, Fidelity will merge of... Represents past performance and is not reflected in the returns shown asset value NAV... A violation of law in some jurisdictions to falsely identify yourself in an email its content providers are responsible any! 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New benchmarks will better align with each fund ’ s diversification policy and...

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