Best fidelity mutual fund 2020
[PDF File]2021 Percentage of Income from U.S. Government Securities
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Fidelity Freedom® 2020 Fund: All Classes* Various 7.84% Fidelity Freedom® 2025 Fund: All Classes* Various 6.54% Fidelity Freedom® 2030 Fund: All Classes* Various 5.46% Fidelity Freedom® 2035 Fund: All Classes* Various 3.08% Fidelity Freedom® 2040 Fund: All Classes* Various 2.45% Fidelity Freedom® 2045 Fund: All Classes* Various 2.44%
[PDF File]Fidelity Investments Sector Portfolios
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*Source: FactSet, Fidelity Investments, as of 3/31/2020. Based on a stepwise regression analysis of 52-week returns (annualized). ... Index performance is not meant to represent that of any Fidelity mutual fund. Because of their narrow focus, sector funds tend to be more volatile than funds that diversify across many sectors and companies ...
Strategic Advisers Large Cap Fund (FALCX) - Fidelity Investments
Fund Inception 11/12/2020 NAV on 2/28/2023 $10.09 Exp Ratio (Gross) 7/30/2022 0.49% Exp Ratio (Net) ... Top Mutual Fund Positions 10.8% Fidelity Growth Company Fund 4.8% Fidelity SAI U.S. Quality Index Fund 1.8% ... For a mutual fund, the gross expense ratio is the total annual fund or class operating expenses directly paid by the fund from the ...
[PDF File]Effective as of March 28, 2022. - Fidelity Investments
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buy a mutual fund share) for either the purchase or sale of Fidelity’s retail mutual funds. Other mutual funds either have a transaction fee or no transaction fee, and some of these funds will have sales loads. These fees can vary depending on how long you hold the fund. Holding funds for less than 60 days can result in additional trading fees.
Fidelity Fund (FFIDX) - Fidelity Investments
agreement of the fund's board of trustees during the one-year period. If the investment option is not a mutual fund, the expense ratio may be calculated using methodologies that differ from those used for mutual funds. Net Asset Value (NAV): The dollar value of one mutual fund's share, excluding any sales charges or redemption fees.
[PDF File]Summary Prospectus - Fidelity Investments
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Fidelity® 500 Index Fund/FXAIX Summary Prospectus April 29, 2022 Before you invest, you may want to review the fund’s prospectus, which contains more information about the fund and its risks. You can find the fund’s prospectus, reports to shareholders, and other information about the fund (including the fund’s SAI) online at www.fidelity.com
[PDF File]Updated in February 2021, to include Strategic Advisers funds. 2020 Tax ...
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tax-exempt interest dividend income earned by your fund during 2020. State Fidelity® Conservative Income Municipal Bond Fund: All Classes Fidelity Flex. SM . Conservative Income Municipal Bond Fund (FUEMX) Fidelity Flex. SM . Municipal Income Fund (FUENX) Fidelity® Intermediate Municipal Income Fund (FLTMX) Alabama 1.10% 1.73% 0.90% 1.27%
[PDF File]FIAM High Yield CMBS - Fidelity Investments
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Institutional mutual fund minimum (USD): $1 Million Typical portfolio turnover: 20% PORTFOLIO MANAGEMENT Industry Experience Since ... 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 High Yield CMBS (Gross) 8.51 (4.92) 9.81 3.68 6.49 3.17 3.66 10.54 6.77 20.06 ... property. Effective January 1, 2020, certain Fidelity investment advisers were ...
Fidelity Treasury Money Market Fund (FZFXX)
This description is only intended to provide a brief overview of the mutual fund. Read the fund's prospectus for more detailed information about the fund. Initial offering of Fidelity Treasury Fund shares for Treasury Fund was on 04/06/2015. Returns and expenses prior to that date are those of Treasury Fund-Daily Money Class.
Fidelity OTC Portfolio (FOCPX)
The fund may have additional volatility because it can invest a significant portion of assets in securities of a small number of individual issuers. Additional Disclosures This description is only intended to provide a brief overview of the mutual fund. Read the fund's prospectus for more detailed information about the fund. Glossary Of Terms
Fidelity Contrafund (FCNTX) - Fidelity Investments
agreement of the fund's board of trustees during the one-year period. If the investment option is not a mutual fund, the expense ratio may be calculated using methodologies that differ from those used for mutual funds. Net Asset Value (NAV): The dollar value of one mutual fund's share, excluding any sales charges or redemption fees.
[PDF File]Q2 2021 Business Update - Fidelity Investments
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11% from Q2 2020. NEW RETAIL ACCOUNTS OPENED BY INVESTORS 35 YEARS OLD OR YOUNGER. 697k. 65% from Q2 2020. TOTAL DAILY AVERAGE TRADES. 2. 2.6 million. 14% from Q2 2020. Customer growth has also been fueled by a record-breaking tax season, which delivered $104 billion in net flows to the Personal Investing business June YTD, a 25% increase over ...
ADP RETIREMENT SERVICES Investment Fund Sample Portfolios
An index fund is a mutual fund that attempts to match the performance of a major market index (e.g., the Dow Jones ... Life Style Target Funds SSgA Target Retirement Inccome, 2010, 2015, 2020, 2025, 2030, 2035, 2040, ... Large Cap Blend SSgA S&P 500 Index Sec Lending Series Fund - Class IX N/A Large Cap Blend Fidelity Advisor Large Cap A FALAX
[PDF File]Fidelity vs. Vanguard - Adviser Investments
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Fidelity vs. Vanguard WHICH FUNDS ARE BEST FOR YOU? Fidelity vs. Vanguard. Contrafund vs. 500 Index. ... The average mutual fund shareholder invests with more than one fund family. ... Sources: Fidelity, Morningstar, Vanguard. Information current as of 12/31/2020. www.adviserinvestments.com Q 800-492-88 SPECIA REPRT its entry into ETFs, one of ...
[PDF File]Single-fund Solutions Symbol
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Fidelity Freedom Fund Index Income . FFGZX 0.080% 0.080% Fixed Income Symbol Expense ratio . Government Money Market Net Gross . Fidelity® Government Money Market Fund . Short Term Bond . Wells Fargo Short-Term Bond Fund . General Intermediate Bond . SPAXX SSHIX. 0.420% . 0.450% 0.420% . 0.490% . Fidelity® Total Bond Fund
[PDF File]2020 Percentage of Income from U.S. Government Securities
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Fidelity Freedom® 2020 Fund: All Classes* Various 5.51% Fidelity Freedom® 2025 Fund: All Classes* Various 4.83% Fidelity Freedom® 2030 Fund: All Classes* Various 4.04% Fidelity Freedom® 2035 Fund: All Classes* Various 2.58% Fidelity Freedom® 2040 Fund: All Classes* Various 1.98% Fidelity Freedom® 2045 Fund: All Classes* Various 1.98%
[PDF File]Fidelity Mutual Funds Win
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35 Refinitiv Lipper Fund Awards 26 Fidelity Mutual Funds Recognized for Strong Long-Term, Risk-Adjusted Returns Refinitiv Lipper Fund Awards 2022 U.S. Winners: ... decisions focused on the long-term and always with the best interests of our fund shareholders in mind. Delivering strong, consistent long-term performance for our
Fidelity Select Health Care Portfolio (FSPHX)
Sector Equity Investment Approach (continued) and margin outlook. l We seek to concentrate the portfolio in our best ideas, but carefully manage risk through position sizing. l Sector strategies could be used by investors as alternatives to individual stocks for either tactical- or strategic-allocation purposes. Asset Allocation9,10,11,12 (AS OF 2/28/2023) ...
Fidelity Select Energy Portfolio (FSENX)
If the investment option is not a mutual fund, the expense ratio may be calculated using methodologies that differ from those used for mutual funds. MSCI IMI Energy 25/50: MSCI U.S. IM Energy 25/50 Index is a modified market capitalization-weighted index of stocks designed to measure the performance of Energy companies in the MSCI U.S.
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