Fidelity advisor mutual funds

• [PDF File]Access to the following mutual fund families

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  » Fidelity Advisor Funds3 » Fidelity Investments1 » First Eagle Funds » FMI Funds 1 » Frank Funds1 » Franklin Templeton Group 3 » Gabelli Funds1 » Glenmede Funds1 ... » PGIM Mutual Funds3 » PIMCO Funds3 » Praxis Mutual Funds3 » PRIMECAP Odyssey Funds » Principal Funds3 » Putnam Investments » Royce Funds3

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• [PDF File]Strategic Advisers Funds - Fidelity Investments

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  specific investment objective. These Funds can serve as the primary building blocks for your Fidelity managed account. • Strategic Advisers LLC, the investment adviser for the Funds, selects affiliated sub-advisers, unaffiliated sub-advisers (Blended only), mutual funds, exchange-traded funds (ETFs), and other investments for each Fund.

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• [PDF File]Option 1 – All Funds - Fidelity

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  Fidelity mutual funds) by the client directly or for services provided to the Client in respect of the administration or management of securities (including securities of the Fidelity mutual funds) owned by the client directly; or (ii) the fees are paid by the Client to a dealer whose principal business is advising others regarding the

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• [PDF File]Fidelity Total Market Index Fund

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  Fidelity® Total Market Index Fund. A Mutual Fund Second Quarter 2021 Fund Fact Sheet - Page 3 material. 12b-1 Fee An annual marketing or distribution fee on a mutual fund. The 12b-1 fee is considered an operational expense and, as such, is included in a fund's expense ratio. It is generally between 0.25-1% (the maximum allowed) of a fund's net ...

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• [PDF File]Prospectus Alternative Mutual Funds - Fidelity Funds

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  Fidelity® Funds . Alternative Mutual Funds Fidelity Global Value Long/Short Fund Series B, F, F5, F8, O, S5 and S8 units ... The financial advisor is the individual with whom you consult for investment advice and the dealer is the company or partnership that employs your financial

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• [PDF File]DESCRIPTION OF SERVICES BROCHURE - First Command

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  For mutual fund investments, First Command Brokerage Services, Inc. will typically make recommendations for new accounts from the following mutual fund families: Fidelity Advisor Funds, Franklin Templeton Investments, Invesco, Ltd, Amundi Pioneer Investments, Massachusetts Financial Services Company, BlackRock and American Funds.

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• [PDF File]Investors who reside outside the ... - Fidelity Investments

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  mutual funds. There are also additional restrictions that may apply, depending on the country where you now reside. Customers in certain countries may be limited to selling their existing holdings and withdrawing the proceeds from their accounts. They will not be able to make deposits in their accounts, or buy any additional securities.

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• [PDF File]Fidelity Advisor Small Cap Ret Opt

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  The Fidelity Advisor Small Cap Ret Opt, a TLIC Separate Account, invests exclusively in the Fidelity Advisor Small Cap Fund (Class I Shares), a mutual fund (Fund). Investment Objective & Strategy The investment seeks long-term growth of capital. The fund normally invests at least 80% of its assets in

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• [PDF File]Fidelity Advisor Sector Mutual Funds and ETFs

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  Fidelity helped to pioneer sector investing in 1981 when it launched its first actively managed sector fund. Today, Fidelity’s lineup of sector products includes a suite of exchange traded funds (ETFs) that covers all 11 sectors of the U.S. equity market. Fidelity Advisor Sector Mutual Funds and ETFs Increase precision in portfolio construction

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• [PDF File]Mutual funds with an advantage Voya Select Advantage IRA

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  7561 Fidelity Advisor ... mutual funds offered through a retirement plan, carefully before investing. The prospectuses contain this and other information, and can be obtained by contacting your local representative. Please read the prospectuses carefully before investing.

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• [PDF File]Fidelity Advisor New Insights Fund

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  Fidelity Advisor® New Insights Fund Class/Ticker A/FNIAX M/FNITX C/FNICX I/FINSX Z/ FZANX Prospectus March 1, 2021 Like securities of all mutual funds, these se-curities have not been approved or disap-proved by the Securities and Exchange Commission, and the Securities and Ex-change Commission has not determined if

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• [PDF File]Fidelity Advisor Multi-Asset Income ... - Fidelity Investments

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  Fidelity Advisor• Multi-Asset Income Fund: Class M 31638R741 FAZfX Dally Dally 03/01/2017 $0.030989 $0.005438 $0.025552 Fidelity Advisor• Multi·Asset Income Fund: Class M 31638R741 FAZfX Daily Daily 04/01/2017 $0.023684 $0.004156 $0.019529

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• Strategic Advisers Fidelity International Fund (FUSIX)

  UNDERLYING MUTUAL FUNDS AND SUB-ADVISERS (AS OF 9/30/2021) Sub-Adviser Total 15.5% FIAM LLC International Equity - Select 15.5% Top Mutual Fund Positions 74.3% Fidelity SAI International Value Index Fund 18.3% Fidelity Overseas Fund 11.2% Fidelity Advisor International Discovery Fund - Class Z 10.9% Fidelity Diversified International Fund 9.5%

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• Fidelity Systematic Investment Plans: Destiny Plans II: O

  Fidelity Destiny Portfolios is an open-end management investment company, consisting of two separate portfolios, the Fund and the Fidelity Advisor Diversified Stock Fund. The Fund is a diversified mutual fund, an investment vehicle that pools shareholders’ money and invests it in a number of different securities.

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• [PDF File]Self-Directed Brokerage Account

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  advisor, or BrokerageFlex participant. The BrokerageFlex participant is solely responsible for determining whether any investment, ... • Mutual funds, including Fidelity funds, non-Fidelity funds, and closed-end funds • ETFs • Options, although retirement accounts are only .

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• [PDF File]Socially Responsible Investment Funds - Fidelity Charitable

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  Praxis Impact Bond Fund MIIIX Praxis Mutual Funds US Core Fixed Income 3 star For more information about socially responsible investment funds, please contact your charitable planner, financial advisor, or the Private Donor Group service team at at 800-874-7940.

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• [PDF File]Mutual Fund Account - Fidelity Investments

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  2012 Percentage of Eligible Income from U.S. Government Securities FUnd/PortFolIo namE FUnd # PErcEntaGE Fidelity advisor ® 4.86%asset manager 20%: all Classes* Fidelity advisor® ®asset manager 30%: all Classes* 4.82% Fidelity advisor® asset manager® 40%: all Classes* 4.91% Fidelity advisor® asset manager ® 50%: all Classes* 5.30% Fidelity advisor® ®asset manager 60%: all Classes* 4.10%

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• [PDF File]on U.S. Government Securities 2020 - Fidelity Investments

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  3208 Fidelity Advisor Freedom® Blend 2005 Fund - Class Z6* 315795344 12.42% 3194 Fidelity Advisor Freedom® Blend 2010 Fund - Class A* 315794438 9.84% 3195 Fidelity Advisor Freedom® Blend 2010 Fund - Class C* 315794412 9.84% 3197 Fidelity Advisor Freedom® Blend 2010 Fund - Class I * 315794396 9.84%

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• Fidelity Multi-Asset Income Fund (FMSDX)

  Overall out of 480 funds 3 Yrs out of 480 funds 5 Yrs out of 427 funds The Morningstar RatingTM for funds, or "star rating", is calculated for funds with at least a three-year history. (Exchange-traded funds and open-end mutual funds are considered a single population for comparative purposes.) It is calculated based on a Morningstar Risk-Adjusted

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