Fidelity total return fund

    • [PDF File]Fidelity® 500 Index Fund

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      correspond to the total return performance of common stocks publicly traded in the United States. 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.

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    • [PDF File]Fidelity Total Bond Fund

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      Fidelity® Total Bond Fund Investment Approach FUND INFORMATION •Fidelity® Total Bond Fund is a diversified fixed-income strategy seeking competitive risk-adjusted performance commensurate with investor expectations of a core bond fund. •The fund invests at least 80% of its assets in investment-grade bonds and up to 20% in non-investment ...

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    • [PDF File]Fidelity Total Bond Fund

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      Fidelity® Total Bond Fund Key Takeaways •For the fiscal year ending August 31, 2019, the fund's Retail Class shares gained 9.65%, trailing, net of fees, the 10.17% advance of the benchmark Bloomberg Barclays U.S. Aggregate Bond Index, but finishing a bit ahead of the Lipper peer group average.

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    • Fidelity Total Emerging Markets Fund (FTEMX)

      through a reduction in the investment's rate of return. For a mutual fund, the net expense ratio is the total annual fund or class operating expenses directly paid by the fund from the fund's most recent prospectus, after any fee waiver and/or expense reimbursements that will reduce any fund operating expenses. This ratio also includes Acquired ...

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    • [PDF File]Fidelity Advisor Total Bond Fund

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      is the total annual fund or class operating expense ratio from the most recent prospectus (before waivers or reimbursements) and generally is based on amounts incurred during the most recent fiscal year. Management Fee is the fee paid by the fund to Fidelity Management & Research Company (FMR) for managing its investments and business affairs.

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    • [PDF File]Fidelity ClearPath® 2025 Fund

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      Underlying Fund Fidelity ClearPath 2025 Portfolio Sr O Volatility Analysis Description Investment Category Low Moderate High Investment Objective Until its target retirement date, this Fund aims to provide a high total return by investing primarily in underlying funds and by using a dynamic asset allocation strategy with a risk level that is in line with its time horizon. Thereafter, the Fund ...

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    • [PDF File]Fidelity Total Bond Fund

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      Investment return and principal value will fluctuate, so you may have a gain or loss when shares are sold. Total returns are historical and include changes in share price and reinvestment of dividends and capital gains, if any. MORNINGSTAR RATING Overall 3-Year 5-Year 10-Year Fund ★★★★ ★★★★ ★★★★ ★★★★ # of Funds in Category 530 530 444 332 The Overall Morningstar ...

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    • [PDF File]Fidelity Multi-Sector Bond Fund

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      Fidelity Multi-Sector Bond Fund Fidelity Multi-Sector Bond Fund seeks to offer investors attractive total return and income with the flexibility to navigate changing fixed-income markets. With an ever-changing global economic landscape, investors need a flexible fixed-income solution that targets multiple sources of returns. PORTFOLIO MANAGERS

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    • Fidelity Total Bond Fund (FTBFX)

      n Fidelity® Total Bond Fund $15,562 n Intermediate Core-Plus Bond $15,492 The performance data featured represents past performance, which is no guarantee of future results. Investment return and principal value of an investment will fluctuate; therefore, you may have a gain or loss when you sell your shares. Current performance may be higher ...

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    • Fidelity Canadian Disciplined Equity Fund B

      Fidelity Canadian Disciplined Equity Fund B Morningstar Analyst Rating NAV $ NAV Day Change % Yield TTM % Total Assets $ Bil Status Min. Inv. Load MER Morningstar Rating TM Category Investment Style 47.11 ]0.00 | 0.00 0.00 3.3 Open $500 Multiple2.24% QQQQ Canadian Equity 4Large Blend

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