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[PDF File]Fidelity Tax-Managed U.S. Equity Index Strategy
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fidelity ® tax-managed u.s. equity index strategy Your account will be managed in pursuit of the long-term growth potential of U.S. large-cap stocks and enhanced after-tax returns through active tax management.

Fidelity Blue Chip Growth Fund (FBGRX)
l ®Fidelity Blue Chip Growth Fund is a diversified domestic equity growth strategy with a large-cap bias. l Our investment approach focuses on companies we believe have above-average earnings growth potential with sustainable business models, for which the market has mispriced the rate and/or durability of growth.

Mutual Fund IRA Application
15461M Page 1 of 7 R 08-21 Mutual Fund IRA Application Sammons Retirement Solutions ® | P.O. Box 758547, Topeka, KS 66675-8547. Overnight: Mail Zone 547, 5801 SW 6th Ave., Topeka, KS 66636-1001

[PDF File]Fidelity Advisor Growth Opportunities Fund 2021 REFINITIV ...
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Relative Volatility compares a fund’s volatility to a benchmark index. A relative volatility greater (less) than 1 means the fund’s returns have been more (less) variable. Russell 1000 Growth Index is a market capitalization-weighted index designed to measure the performance of the large-cap growth segment of the U.S. equity market. It ...

Fidelity Nasdaq Composite Index Fund (FNCMX)
Fidelity® Nasdaq® Composite Index Fund (FNCMX) No Transaction Fee 1 Hypothetical Growth of $10,0002,3 (8/31/2011-8/31/2021) n Fidelity® Nasdaq® Composite Index Fund $65,060 n Large Growth $48,027 The performance data featured represents past performance, which is no guarantee of future results. ... U.S. Equity Fund Overview (continued) Risk

[PDF File]The Barclays Trailblazer Sectors 5 Index
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The Index selects the portfolio mix from a unique set of asset classes (see next page) to provide the potential for growth opportunities. Diversification The Barclays Trailblazer Sectors 5 Index portfolio is chosen from a mix of Exchange Traded Funds (ETFs), providing exposure to the U.S. equity market, the fixed income market and cash.1

[PDF File]Fidelity Growth Company Commingled Pool
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The Fidelity Growth Company Commingled Pool is a collective investment trust under the Fidelity Group Trust for Employee Benefit Plans and is managed by Fidelity Management Trust Company (FMTC). It is not a mutual fund. This information is only intended to provide a brief overview of this investment option, which is available

[PDF File]WealthSelect Active Managed Portfolio 7
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Equity Growth Allianz 2.2 Quilter Investors Europe (ex UK) Equity Income Schroders 2.0 Quilter Investors US Equity Growth JP Morgan 1.7 Quilter Investors US Equity Small/ Mid-Cap Schroders 1.6 Quilter Investors Natural Resources Equity Janus Henderson 1.0 Quilter Investors Asia Pacific Jupiter 0.8 UK equity 22.5% Fund Name Investment adviser ...

[PDF File]Fidelity® 500 Index Fund
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The fund normally invests at least 80% of assets in common stocks included in the S&P 500® Index, which broadly represents the performance of common stocks publicly traded in the United States. It lends securities to earn income. Past name(s) : Fidelity® 500 Index Institutional Prem. Volatility and Risk Volatilityas of06-30-21 Low Moderate High

[PDF File]Plan Invest Manage - Fidelity Investments
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The S&P 500® Index is a market capitalization–weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S. equity performance. CBOE Volatility Index is a weighted average of prices on S&P 500 ® Index options with a constant maturity of 30 days to expiration.

Equity index growth fund fidelity