Fidelity mutual fund list

    • [PDF File]PDF Your Fidelity 2008 Form 5498 IRA Contribution Information

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      Fidelity will send a 2008 Form 5498 to the address of record of ... Shares Price Mutual Fund Market Value Total Account Non-Spouse Non-Spouse Non-Spouse ... Your Fidelity 2008 Form 5498 IRA Contribution Information.

    • [PDF File]PDF Mutual Fund Share Splits

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      Mutual Fund Share Splits . Q1: I understand that several Fidelity funds conducted share splits. What can you tell me? A: That's correct. After market close on August 10th, several Fidelity funds conducted 10-for-1 share splits.

    • [PDF File]PDF Mutual fund families available through TIAA Brokerage

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      investment in the fund and are described in the fund's prospectus. This listing is subject to change and specific funds within the fund families may be excluded at the discretion of the participating fund company. Mutual funds are sold only by prospectus and all funds may not be available in all jurisdictions.

    • [PDF File]PDF Mutual Fund List

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      Mutual Fund List . September . 2017. The NAIC is the authoritative source for insurance industry information. Our expert solutions support ... Fidelity Investments Fidelity Inst MMF Governmet Portfolio Institutional Class 31607A703 US Direct Obligations Full Faith Credit Exempt

    • [PDF File]PDF Mutual Fund List

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      Fidelity Investments Fidelity Inst MMF Governmet Portfolio Institutional Class 31607A703 US Direct Obligations Full Faith Credit Exempt ... Mutual Fund List . Federated Investors, Inc. Government Ultrashort Duration Fund - Service Shares 31420B805 Bond Mutual Fund ...

    • [PDF File]PDF Mutual Fund List - Delaware

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      Mutual Fund List. Accounting & Reporting ... Bond Mutual Fund. Federated Investors, Inc. Government Ultrashort Duration Fund - Service Shares. ... Fidelity Inst MMF Governmet Portfolio Institutional Class. 31607A703: U.S. Direct Obligations/Full Faith & Credit Exempt.

    • [PDF File]PDF Important information on Fidelity Advisor Stable Value Portfolio

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      Important information on Fidelity Advisor Stable Value Portfolio The information provided on the following pages has been provided by Fidelity Investments. Neither TIAA nor its affiliates has independently verified the accuracy or completeness of this information. This fund is closed to all investments.

    • Socially Conscious Funds List - Charles Schwab

      Socially Conscious Funds List Third Quarter 2019 3 Leading Fund—See page 11 for criteria. * "Schwab OneSource®" refers to mutual funds that are available through Schwab Mutual Fund OneSource® service or ETFs available through Schwab ETF OneSource.™ OPERATING EXPENSE RATIO AS OF JUNE 30, 2019

    • [PDF File]Fidelity's Alternative Investment Program

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      the Morningstar® select list of alternative investment mutual fund picks. 2. Take advantage of investment due diligence. ... a recommendation or endorsement by Fidelity. The list of funds participating in the Network, and the information contained in this fact ... Fund sponsors are responsible ...

    • [PDF File]PDF Mutual Funds at Merrill Lynch

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      Merrill Lynch offers a comprehensive range of mutual fund investment options that include more than 5,400 funds from 270 mutual fund companies. This competitive offering is supported by proprietary analysis and professional advice to help investors select the most appropriate funds for their investment strategy. Mutual Funds at Merrill Lynch

    • PDF Fidelity Funds - Class K

      amount, or in basis points. These are costs the investor pays through a reduction in the investment's rate of return. For a mutual fund, the gross 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

    • [PDF File]PDF LIST OF MUTUAL FUNDS

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      LIST OF MUTUAL FUNDS Version - March 2019 Fidelity Funds - US Dollar Cash Fund LU0261952922 Fidelity USD A$ ACC Accumulation - Money Market LU0064963852 Fidelity USD A Income Annually Money Market Fidelity Funds - US High Yield LU0132282301 Fidelity USD A $ Income Annual Fixed Income Fidelity Funds - China High Yield Fund

    • [PDF File]PDF Fidelity Investments Account Application/Enrollment Form and ...

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      • I acknowledge that I have read the prospectus of any mutual fund in which I invest and that it is my responsibility to read the prospectus(es) of any fund into which I exchange and agree to the terms. • If my account is established under a Fidelity Investments Section 403(b) Individual Custodial Account Agreement (the "Custodial

    • [PDF File]Fidelity Series Growth Company Fund

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      years Life of fund A Fidelity® Series Growth Company Fund 6.96% 14.38% 14.82% A From November 7, 2013 $10,000 Over Life of Fund Let's say hypothetically that $10,000 was invested in Fidelity® Series Growth Company Fund on November 7, 2013, when the fund started.

    • [PDF File]PDF Socially Responsible Investment Funds

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      Fidelity Charitable is the brand name for Fidelity Investments® Charitable Gift Fund, an independent public charity with a donor-advised fund program. Various Fidelity companies provide services to Fidelity Charitable. The Fidelity Charitable logo is a service mark, and Fidelity Charitable and Fidelity are registered service marks of, FMR LLC ...

    • [PDF File]PDF Master Fund List - VALIC

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      Master Fund List. For Institutional Use Only. Not For Public Distribution. Page 2 of 235 List as of 03/31/2016. Fund Name 1Q2016. Ticker. CUSIP; Category Prospectus Objective; Fund Available Investment Minimum . Master Fund List. AB Global Real Estate Investment I AEEIX.

    • [PDF File]PDF Fidelity Investments (R) Mutual Funds Performance Report ...

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      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. For important disclosures, please see last page(s) of this report. 1

    • [PDF File]PDF 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.

    • Fidelity Money Market Fund (SPRXX) - Mutual Funds Research

      Generally, data on Fidelity mutual funds is provided by FMR, LLC, Morningstar ratings and data on non-Fidelity mutual funds is provided by Morningstar, Inc. and data on non-mutual fund products is provided by the product's investment manager, trustee or issuer or the plan sponsor whose plan is offering the product to participants.

    • [PDF File]PDF Mutual funds with an advantage - Allstate Financial

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      Voya Select Advantage IRA is a mutual fund custodial account designed for your retirement assets. It works similar to a retirement plan you may already be familiar with. You pick your mutual fund choices from a predetermined list of options and see the progress of your investments on your quarterly statements or by going online.

    • [PDF File]PDF WellsTrade Money Market Funds

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      for you. The WellsTrade Money Market Funds List is subject to change, so you should review it regularly for current information. The WellsTrade Money Market Funds List criteria (how the funds make the list): • Generally the fund must be open and available through WellsTrade • The fund must be open to new investors

    • [PDF File]PDF A Guide for Investors

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      A mutual fund is an SEC-registered open-end investment company that pools money from many investors and invests . the money in stocks, bonds, short-term money-market instru-ments, other securities or assets, or some combination of these investments. The combined securities and assets the mutual fund owns are known as its portfolio, which is managed

    • Fidelity Treasury Money Market Fund (FZFXX)

      Generally, data on Fidelity mutual funds is provided by FMR, LLC, Morningstar ratings and data on non-Fidelity mutual funds is provided by Morningstar, Inc. and data on non-mutual fund products is provided by the product's investment manager, trustee or issuer or the plan sponsor whose plan is offering the product to participants.

    • [PDF File]PDF Non-Residents Policy: Open / Closed Countries

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      Non-Residents Policy: Open / Closed Countries Dear Mutual Fund Administrator: The purpose of this letter is to inform you of the recent changes to the list of countries in which Fidelity Investments Canada is not allowed to sell or administer products which will become effective on Tuesday, July 3, 2012.

    • [PDF File]PDF Fidelity Funds Account Transfer of Assets Form

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      List the name(s) of the Fidelity mutual funds into which the transfer proceeds are to be deposited. The total must add up to 10 0%. Fidelity Fund Name Percentage of Proceeds % % % Total = 100% If you do not indicate a Fidelity mutual fund, your transfer proceeds will be invested in Fidelity Cash Reserves, a money market fund. 4 OWNER AUTHORIZATION

    • [PDF File]PDF Strategic Advisers Multi-Manager Funds - Fidelity Investments

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      Strategic Advisers Multi-Manager Funds can engage both Fidelity and non-Fidelity managers as subad-visers. These investment professionals are selected by SAI to manage a portion of the mutual fund's assets consistent with a specifi c investment man-date or area of expertise. The suba dvisers make the

    • [PDF File]PDF 457(b) Non-Governmental Transfer Form

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      to your current investment selection on fi le with Fidelity. If you do not select "Yes," please list the fund names, fund codes (if known), and percentages. Please ensure the percentages equal 100%. Please list additional funds on a separate page and attach it to this form. Fund Name: List the Fund Name(s) you want your assets credited to.

    • [PDF File]PDF Simplified Prospectus dated November 1, 2018 Fidelity Funds

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      No securities regulatory authority has expressed an opinion about these units. It's an offence to claim otherwise. The Funds and the securities of the Funds offered under this simplified prospectus are not registered with the United

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

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      Fidelity vs. Schwab Index Mutual Fund Expense Ratios. Expense Ratios Shown as % 4 Comparisons based on fund expense ratios only. Please consider other important factors including that each fund's investment objectives, strategy, and index tracked to achieve its goals may differ, as well as

    • [PDF File]PDF Money Market Mutual Fund List

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      Fidelity Investments Fidelity Inst MMF Governmet Portfolio Institutional Class 31607A703 Fidelity Investments Fidelity Instutional MMF Treasury Portfolio Institutional C 31607A885 ... Money Market Mutual Fund List. BMO Funds Government Money Market Fund - Class I 09658L794

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