Fidelity Mutual Funds
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objective insights on markets, sectors, and companies."
Fidelity Select Medical Technology and Devices leads the performance table in 2018 with a year-to-date return of 10%. This compares with a decline of 46% for the year’s worst performer, Fidelity Select Energy Service. Which Fidelity Select Fund will be 2019’s best performer? The year 2018 is being called the ‘year when nothing worked’. For the first time… Read More »
A global leader in financial services, Fidelity Investments headquartered in Boston, MA, manages several hundreds of Fidelity funds. Fidelity also provides access to several thousands of mutual funds managed by other fund companies through Fidelity FundsNetwork. Fidelity customers can trade some of BlackRock’s iShares ETFs commission free through Fidelity Brokerage Services LLC. Whether you are a self directed… Read More »
Few investment products have as many fanatics as Fidelity Select funds do. Why? The Fidelity Select fund aficionados know that they can beat the market by judiciously selecting such funds. Here are the facts: The average Fidelity Select fund has outperformed the S&P 500 by 4.7% per year over the past 20 years. The stats get even better.… Read More »
Tired of poor performance, Fidelity has replaced Harry Lange with Jeffrey Feingold as the manager of the Fidelity Magellan fund, FMAGX. Should you buy, sell, or hold Fidelity Magellan mutual fund shares? With a rich history, the Fidelity Magellan fund is among the widely followed mutual funds. Originally managed by Fidelity’s Chairman and Chief Executive Officer Ned Johnson,… Read More »
Although stocks are down this month, large-cap U. S. stocks are likely to close 2014 with a gain. With just a few more trading days left, Fidelity Spartan 500 Index Fund (FUSEX) that tracks the S&P 500 index ($SPX) is up 10.4% for the year. Twenty-nine of the 42 Fidelity sector funds are in the black in 2014.… Read More »
Money market mutual funds like those offered by Fidelity Investments are indispensable instruments, providing liquidity and relative safety. Although not federally insured, Fidelity money market funds usually generate higher income than bank accounts. They also enable investors to temporarily park cash before exchanging into long-term funds. Although money market funds may appear simple investments, you need to look… Read More »
Fidelity Investments offers sector funds under the Fidelity Select fund umbrella. We prefer these Fidelity sector funds for the following reasons: Fidelity Sector Fund Choices After pioneering the sector investing concept in 1981, Fidelity Investments has expanded the Fidelity Select funds to span 7 sector groups. Each sector group has one broad sector fund and several industry-specific funds.… Read More »
Subscribers tracking the AlphaProfit Core model portfolio since inception in September 2003 more than doubled their investment account this October. The Core model portfolio is an alternative to diversified domestic mutual funds for many subscribers. We compare its performance with that of the five largest no-load domestic mutual funds and Fidelity’s five largest domestic funds. AlphaProfit Core has… Read More »
Fidelity Investments is proposing some changes to the Fidelity Select Portfolio mutual funds. The changes being proposed include: Adoption of standard Fidelity mutual fund trading policies Elimination of the $7.50 exchange fee Removal of hourly pricing Additionally, the Fidelity Select funds will be aligned under ten major sectors and the investment policies of certain Select funds will be… Read More »
Switching your job? Retiring? Congratulations! A window of opportunity opens for you with the Rollover Individual Retirement Account or Rollover IRA. In an era of corporate restructuring and outsourcing, Rollover IRA is among the most powerful means available for securing one’s retirement. Yet, the potential of Rollover IRA to enhance one’s retirement savings commonly remains under-appreciated. Rollover IRA… Read More »
The Fidelity and ETF Core and Focus model portfolios have gained at annualized rates of 14.5% and 17.7%, respectively since 1994. The model portfolios will be repositioned with new mutual fund and ETF recommendations on Monday, September 30. Learn more about AlphaProfit's Free and Premium Service investment newsletters.