List of fidelity bond funds

    • [PDF File]Fidelity Exchange Traded Funds - Fidelity Investments

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      Fidelity Exchange Traded Funds DISTRIBUTION SCHEDULE 2017 March June September December Potential Distribution for Excise Purposes Fund Name Symbol Ex-Date Record Date Payable Date Ex-Date Record Date Payable Date Ex-Date Record Date Payable Date Ex-Date Record Date Payable Date Ex-Date Record Date Payable Date DOMESTIC EQUITY FUNDS

    • [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.

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

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      Q10: With the reduction in expenses for your stock and bond index mutual funds, how does Fidelity compare to Schwab? A: Fidelity beats Schwab’s expense ratios for 7 out of 10 comparable index mutual funds and is tied on 3. All Fidelity and Schwab Index Funds have $0 investment minimum. Seethe chart

    • Socially Conscious Funds List - Charles Schwab

      Socially Conscious Funds List Third Quarter 2019 1 Socially Conscious Funds List This list is derived from Morningstar, Inc.®1 “Socially Conscious” data, which indicates if the fund identifies itself as selectively investing based on certain noneconomic principles.

    • [PDF File]Mutual Fund List

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      List of Approved Funds as of December 31, 2016 ... Fidelity Investments Fidelity Inst MMF Governmet Portfolio Institutional Class 31607A703 US Direct Obligations Full Faith Credit Exempt ... Service Shares 31420B805 Bond Mutual Fund. Federated Investors, Inc. Government Ultrashort Duration Fund - Institutional Shares 31420B888 Bond Mutual Fund ...

    • [PDF File]Fixed Income

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      Fidelity Asset Manager® 70% FASGX 0.710% 0.710% . 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

    • [PDF File]Protect Your Employee Benefit Plan With An ERISA Fidelity Bond

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      Protect Your Employee Benefit Plan With An ERISA Fidelity Bond The Employee Retirement Income Security Act (ERISA) sets rules and standards of conduct for private sector employee benefit plans and those that invest and manage their assets. The provisions of ERISA, which are administered by the U.S. Department of Labor, were enacted to

    • Fidelity Funds - Class K

      of the issuers of municipal securities. Tax-Free Municipal Bond Funds: Income from tax-free municipal bond funds may be subject to state and local taxation and the Alternative Minimum Tax. For specific risks associated with each fund, read the prospectus or visit the fund's detail pages on institutional.fidelity.com.

    • 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]Defined-maturity bond funds

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      Bond funds are subject to interest rate risk, which is the chance bond prices overall will decline because of rising interest rates, and credit risk, which is the chance a bond issuer will fail to pay interest and principal in a timely manner or that negative perceptions of the issuer’s ability to

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