Fidelity fund list at fidelity

    • [PDF File]Transfer/Rollover/Exchange Form Instructions

      https://info.5y1.org/fidelity-fund-list-at-fidelity_1_2d8c4d.html

      Transfer/Rollover/Exchange Form Instructions: Use this form to move assets to your Fidelity employer-sponsored retirement account from a previous investment provider. You may also use this form to consolidate multiple employer-sponsored retirement accounts currently at Fidelity.

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    • [PDF File]Fixed Income

      https://info.5y1.org/fidelity-fund-list-at-fidelity_1_4d2703.html

      The categorization of each fund is based on Fidelity’s assessment of each fund’s style based on holdings -based and returns-based characteristics. The funds on the Fidelity HSA® Funds to Consider list are selected based on certain selection criteria described below. The Fidelity HSA® Funds to Consider list is not a personalized ...

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    • [PDF File]UWRP + VIP Fund List - Fidelity Investments

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      UWRP + VIP Fund List The new University of Washington Retirement Plan (UWRP) and Voluntary Investment Program (VIP) fund line-up is listed below. Meet with a Fidelity Workplace Planning and Guidance Consultant to determine how to best reallocate your savings in the new fund lineup. Call 1-800-642-7131 to schedule an in-person or phone consultation.

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    • [PDF File]2018 Giving Report

      https://info.5y1.org/fidelity-fund-list-at-fidelity_1_1e048f.html

      Foundation Center’s “Top 100 U.S. Foundations by Total Giving” list. 2 The “2018 Fidelity Charitable Giving Report” is based on data from Fidelity Charitable’s internal reporting database, unless otherwise indicated. In 2017, donors recommended a record number of dollars to charity, reflecting a continued

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    • [PDF File]December, 2018 Q1: I understand Fidelity is making ...

      https://info.5y1.org/fidelity-fund-list-at-fidelity_1_9fac42.html

      Fund and Fidelity Mid Cap Index Fund, we have further reduced expenses to 0.025% (2.5 basis points). To drive simplicity, we will also be consolidating all share classes into the one, lowest priced share classes (this will be implemented in November) See Appendix A for full list of funds and

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    • [PDF File]Designated Investments Agreement - Fidelity

      https://info.5y1.org/fidelity-fund-list-at-fidelity_1_0e100d.html

      products are not on the Designated Investments list and that even though one or more products are not on the Designated Investments list does not mean that they are not complex or highly risky. I am not relying on Fidelity to identify all such complex or risky investments. Before

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    • Fidelity Treasury Money Market Fund (FZFXX)

      Fidelity is not responsible for any damages or losses arising from any use of this third-party information. 1. No Transaction Fee Fidelity funds are available without paying a trading fee to Fidelity or a sales load to the fund. However, the fund may charge a short-term trading or redemption fee to protect the

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    • Fidelity Funds - Class K - Fidelity Investments

      Fidelity Funds - Class K Average Annual Returns - International Equity Quarter-End Returns with NAV as of 09/30/2019 unless otherwise noted. Fund Name Symbol YTD 10/23/2019 Fund Inception 1 yr 3 yr 5 yr 10 yr/ Life* Short-term trading fee Expense Ratio (Gross/Net) † Fidelity Diversified International Fund - …

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    • [PDF File]FIDELITY INVESTMENTS (R) MUTUAL FUNDS …

      https://info.5y1.org/fidelity-fund-list-at-fidelity_1_651e25.html

      FIDELITY INVESTMENTS (R) MUTUAL FUNDS PERFORMANCE REPORT PERFORMANCE UPDATE AS OF MARCH 31, 2018 The current yield reflects the current earnings of the fund, while the total return refers to a specific past holding period. ... FBALX Fidelity ® Balanced Fund 20 0.13 0.13 10.58 7.03 9.50 7.52 9.27 11/06/86 n/a 0.550

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    • Fidelity Funds

      10/15/2019 Fidelity Funds Average Annual Returns - Municipal Income Quarter-End Returns with NAV as of 09/30/2019 unless otherwise noted. Fund Name

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