Fidelity Mutual Funds - Mutual Funds Comparison

Fidelity Mutual Funds

With so many different mutual funds in the stock market, it is sometimes a little difficult to know which one to invest with. One of the more reliable mutual funds that you will find is that the Fidelity mutual funds. You will discover that there are some interesting opportunities that can be achieved by investing in Fidelity mutual funds. One of the best ways to explore these opportunities is to contact a representative of this company and ask for information.

You can also see if there is any useful information found on the website of Fidelity mutual funds. Both these options - to ask an agent for details and web site - will require you to do some research.

You should be particularly aware that this particular mutual funds company is open only to people residing in the United States. Therefore, if you are interested in investing in this company from outside the U.S., it is wise to contact the company personally and get some confirmation of investing in Fidelity mutual funds.

Looking at the various stock and bond market opportunities that are available with Fidelity Mutual Funds you will discover that there are different portfolio options. These will include some of the best 4-star and 5 star rated mutual funds.

To know how Fidelity Mutual Funds are doing you can look at the Fidelity Mutual Fund Guide. This guide has all the information you need to make your investment decisions. In this guide you will receive the latest comments of each funds performance. Portfolio composition, the different distributions, and also the current performance trends are also discussed in this guide.

Although these articles are a great help there is additional information that you can get with this guide to Fidelity mutual funds. In the wizard, you will receive historical information about the different portfolios for a 10-year period. This report will help to clarify how the company is able to withstand the various ups and downs in the stock market.

To make the various investment funds that are available from Fidelity Mutual Funds more understandable is in depth articles from investment analysts, portfolio managers and other mutual funds industry professionals. These many people have the knowledge and expertise to navigate the dark waters of investments that choose to help you.

This guide and other help, you will get from the leaders of Fidelity Mutual Funds will give you the freedom to choose the portfolio that is best for you. You can look forward to a stock portfolio that is as diverse as the Fidelity Mutual Funds can make it for you.

Fidelity Mutual Funds

Introducing Fidelity Mutual Funds

Fidelity Mutual Funds

Corporate

Fidelity Mutual Funds was established in 1969 in Bermuda and has since grown and expanded throughout the world. Fidelity mutual funds, together with its subsidiaries, manages more than $ 279 billion larger institutional and private investors across the world.

Fidelity Mutual funds invested in India in more than 10 years with investments of over U.S. $ 4 billion in Indian equities. Fund plays an important role in the phenomenal growth of Indian capital markets.

Fidelity Mutual Fund products

• Equity Funds:
  
  Allegiance Equity Fund. The choice of investments are spread between large cap, Mid Cap and Small Cap funds, which are separated from a growth fund or a value fund. There are other possibilities, such as the five-in-one Fidelity Equity Fund.
  Fidelity Fund Manager has the flexibility to build a truly diversified portfolio primarily based on quality. It supports investments first hand, in-depth research and draws on Fidelity's experience and resources.
  
  Fidelity Tax Advantage Fund. The Fidelity Tax Advantage Fund offers all the tax benefits of an ELSS but with the advantage of Fidelity's benchmark.
  
  Fidelity India special situations fund. It has operations in one of the world's leading emerging markets. India helped Fidelity to come with its own solutions to specific situations. Some of the most important "special situations" is Recovery situations Unrecognized Growth, Asset Plays, new products or New Business Stream, Corporate Actions and Out-of-favor stocks.
  
  Fidelity International Opportunities Fund. The Fidelity International Opportunities Fund allows investors to spread their risk and improve the potential for return on investment by significantly broad-based investments. This fund has a mandate to invest in Indian and international markets with a high focus on Asia and the Pacific. The Fund uses Fidelity's well-known methods to pick stocks, preferred by virtue of his research team of the 700th.
  
  
• Fixed Income Funds
  
  Fidelity Short Term Income Fund. The Fidelity Short Term Income Fund's portfolio combines corporate bonds, government bonds and other fixed income securities. This fund offers investors a higher income than cash accounts, and have less volatility than equities.
  
  
• Cash funds
  
  Fidelity Multi Manager Cash Fund. This fund is among the best results cash gives a manifold diversification and the convenience of consolidation. Investors can avoid the cumbersome paperwork, and tracking of various portfolios. They can enjoy the convenience of an application for a declaration and an NAV.
  
  Fidelity Cash Fund - The Fidelity Cash Fund offers investors the best that a fund can offer such high liquidity, low risk and stable returns.

Fidelity Mutual Funds

Why Fidelity Mutual Funds

Fidelity Mutual Funds

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 concept of sector investing in 1981, Fidelity Investments has expanded Fidelity Select funds to buckle 7 sectoral groups. Each sector group has a broad sector fund and several industry-specific funds. In total we have 41 Fidelity Select funds to choose from.

Active management of mutual funds
Rather than track sector-specific index, active Fidelity sector fund managers seek to invest their fund assets in the best ideas in their universe. Fidelity Investments employs a staff of over 600 portfolio managers, analysts and dealers throughout the world to research and develop investment ideas to manage the Fidelity mutual funds.

Multiple Account Types
Fidelity sector funds available for regular and retirement accounts. Retirement account may be a Fidelity IRA account like Roth IRA, Rollover IRA or self directed IRA account. Fidelity sector funds available to Fidelity SEP-IRA or Keogh accounts, and Fidelity. Fidelity sector funds may also be available in a Fidelity 401K account if your employer sponsored 401K plan has this option. Fidelity 401K investment can easily be controlled by Fidelity Netbenefits.

Low Minimum Investment
The minimum investment required to open a regular or IRA account into a Fidelity Select fund is $ 2,500. The minimum investment required to open a September-IRA or Keogh account of a Fidelity Select fund is $ 500.

Low cost
Fidelity mutual funds are no-load funds. Further to the Fidelity sector funds are no fees for exchange via the Internet when the investment is held over 30 days. It is to our advantage because our holding period for sector finance investments are typically 6 months or longer. (Note: Fidelity Select fund prospectus contains a description of the fees and expenses in connection with those funds. Read the fund's prospectus carefully before investing.)

Fidelity Mutual Funds

Selection of Fidelity Mutual Funds - Journal Article

Fidelity Mutual Funds

Selection of fidelity mutual funds Journal International Advances in Economic Research Publisher Springer Netherlands ISSN 1083-0898 (Print) 1573-966X (Online) Issue Volume 2, Number 2 / May, 1996 Category Articles DOI 10.1007/BF02295052 Pages 132-136 Subject Collection Business and Economics Link Date Friday, January 27, 2006

Abstract

This study investigates the possibility of identifying those mutual funds in the Fidelity Family which might outperform the S&P 500 by using Jensen's alphas. An average of Jensen's alphas for a three-year period covering 1991–93 was computed and 1994 was used as a test case. A total of 152 Fidelity mutual funds were included in the study. Data were obtained fromAlexander Steele's Mutual Fund Expert Data Base [Steele Systems, Inc.] andHuntington Financial Optima Data Base [Huntington Associates Financial, Inc.]. It was found that it was possible to identify high performance funds. These funds had an alpha over 0.80. There were 21 funds in this group which produced an average total return of 4.44 percent, while S&P 500 had a total return of 1.32 percent in 1994.
Any errors found in this paper are the sole responsibility of the author. The author would like to express sincere appreciation to Steele Systems, Inc. and Huntington Associates Financial, Inc. for providing the necessary data used in this study. Special appreciation also goes to Melissa Luo who so diligently and carefully performed all the computer work.

Fidelity Mutual Funds

Top Fidelity Mutual Funds

Fidelity Mutual Funds

When it comes to mutual fund investing, Fidelity is one of the biggest names in the industry. Their Fidelity Magellan Fund (estimated in 1963) took on an almost legendary status, led by guru Peter Lynch 1977-1990, reaping big rewards for their investors with more than 25% annual return over the period. After nearing $ 100B in assets, Magellan fund now has just over $ 50B, keep it in the rankings of the largest investment funds. But Fidelity is more than just a single fund company. There are dozens of different Fidelity mutual funds, ranging from sectoral funds that invest in certain sectors of the economy (health, energy, etc.) to bond funds with index funds for their Lifecycle Freedom Funds that adjust their investment mix over time To be consistent with your investment goals. In this guide we will look at the most popular and most effective Fidelity mutual funds, with information on investment requirements, fees and rewards.

Fidelity Freedom Funds - Asset Manager Funds

Fidelity has been in the mutual fund has played a long time. One of the oldest funds, the Puritan fund, goes back to 1947 and have placed the average annual return of 11.5% - it's a pretty good record. But they have many different families of funds. Let us begin with their Fidelity Freedom funds, also called Lifecycle Funds. These mutual funds base their investment decisions mix at a certain retirement target date. There is a Fidelity Freedom 2020 fund (ticker symbol FFFDX), for example, who seek high total return until year 2020, so it will change its "investment mix to focus on high current income and capital preservation. There is freedom funds with staggered To help you meet your investment objectives - 2025, 2030, 2035, etc. Just select the date you want the investment to switch from a growth focus to an income focus, and you're done. You do not need to worry about adjusting your investments each year, or worry about assignments. Over the last 5 years, the 2010 fund returned 6.67% annually, while in 2030 the Fund has returned 8.52%. These funds have a relatively low expense ratio (about 3 / 4 of a percent), and the low cost by investing only in Fidelity funds (bond funds, international, growth, etc.). These funds were first introduced in the mid-1990s, with extra ripening dates added in 2003 and 2006. Minimum initial investment is $ 2500, with $ 250 for additional investment. Their Asset Manager funds work on the same principles, with the investment objectives divided between stocks and bonds. The Fidelity Asset Manager 20%, for example, conserative is a fund that aims to keep just 20% of its assets in equities and the remaining 80% in bonds and money market funds to preserve capital and earn short term income. They have an even lower APR is closer to 6 / 10ths of a percent, with the same requirements on the minimum investment amount. These funds have average annual return of around 7% over the past 5 years.

• Fidelity Freedom Fund 2010 - FFFCX
  
• Fidelity Freedom Fund 2015 - FFVFX
  
• Fidelity Freedom Fund 2020 - FFFDX
  
• Fidelity Freedom Fund 2025 - FFTWX
  
• Fidelity Freedom Fund 2030 - FFFEX
  
• Fidelity Freedom Fund 2035 - FFTHX
  
• Fidelity Freedom Fund 2040 - FFFFX
  
• Fidelity Freedom Fund 2045 - FFFGX
  
• Fidelity Freedom Fund 2050 - FFFHX
  
• Fidelity Asset Manager 20% - FASIX
  
• Fidelity Asset Manager 50% - FASMX
  
• Fidelity Asset Manager 70% - FASGX
  
• Fidelity Asset Manager 85% - FAMRX

Fidelity Funds Index
Fidelity also offers a family of index funds (less spartan mark) for people looking for investments that track broad market indexes like the NASDAQ and S&P 500. Fund managers of these funds have very little lee-way in their investment decisions because they need to mirror both the makeup and the return of the index, they imitate. The oldest of these funds have existed since 1988 - the Spartan U.S. Equity Index Fund. Most index funds also have lower cost ratios, as leaders have to make little or no research - they just balance the asset mix to replicate the index they track - no real decision-making or expenditure required to run it. For example, the fund has an expense ratio mentioned above, at only 07% which is quite close to zero! For more information about Index funds, check out "All About Index Funds" Ferri. Here is a list of the Fidelity Index Funds, and their minimum investment criteria:

• Spartan Total Market Index Fund (FSTMX) (tracks Wilshire 5000) - $10,000 min. investment
  
• Spartan International Index Fund (FSIIX) (tracks MSCI EAFE) - $10,000 min. investment
  
• Spartan U.S. Equity Index Fund (FUSVX) (tracks S&P 500) - $100,000 min. investment
  
• Spartan Extended Market Index Fund (FSEVX) (tracks Wilshire 4500) - $10,000 min. investment
  
• Fidelity Nasdaq Composite Index Fund (FSMKX) (tracks NASDAQ) - $10,000 min. investment
  
• Fidelity Four-in-One Index Fund (FFNOX) (tracks S&P 500) - $10,000 min. investment

List of Fidelity Select Portfolios - Sector Funds

Another famous family of Fidelity Select Funds are portfolios that concentrate on specific industries. Rather than attempting to select the best chemical companies, you can buy into Select Chemicals Portfolio and know that Fidelity managers have hand picked dozens of the best chemical store for you. The ten major sectors, as the tracks are: Consumer Discretionary, Industrial, Consumer Staples, Information Technology, Energy, Materials, Finance, Telecommunication Services, Healthcare, and Utilities. Within these groups, there are several Select funds to choose from usually. For instance in the health sector is Select Medical Equipment and Systems Portfolio (FSMEX), Select Medical Delivery Portfolio (FSHCX) Select Pharmaceuticals Portfolio (FPHAX) and select Biotechnology Portfolio (FBIOX) - allows you to select a specific area of health investments. We like to use these funds when we think of a particular trade will flourish over the next few years. If you think technology is the reason to run up, instead of trying to choose 4 or 5 hot tech companies, we prefer to buy one or two of the Fidelity Select funds and let them do the picking and help minimize risk. There are over 40 different select portfolios that are listed below with their ticker symbols:

• Fidelity Utilities Fund (FIUIX)
  
• Select Air Transportation Portfolio (FSAIX)
  
• Select Automotive Portfolio (FSAVX)
  
• Select Banking Portfolio (FSRBX)
  
• Select Biotechnology Portfolio (FBIOX)
  
• Select Brokerage and Investment Management Portfolio (FSLBX)
  
• Select Chemicals Portfolio (FSCHX)
  
• Select Communications Equipment Portfolio (FSDCX)
  
• Select Computers Portfolio (FDCPX)
  
• Select Construction and Housing Portfolio (FSHOX)
  
• Select Consumer Discretionary Portfolio (FSCPX)
  
• Select Consumer Staples Portfolio (FDFAX)
  
• Select Defense and Aerospace Portfolio (FSDAX)
  
• Select Electronics Portfolio (FSELX)
  
• Select Energy Portfolio (FSENX)
  
• Select Energy Service Portfolio (FSESX)
  
• Select Environmental Portfolio (FSLEX)
  
• Select Financial Services Portfolio (FIDSX)
  
• Select Gold Portfolio (FSAGX)
  
• Select Health Care Portfolio (FSPHX)
  
• Select Home Finance Portfolio (FSVLX)
  
• Select IT Services Portfolio (FBSOX)
  
• Select Industrial Equipment Portfolio (FSCGX)
  
• Select Industrials Portfolio (FCYIX)
  
• Select Insurance Portfolio (FSPCX)
  
• Select Leisure Portfolio (FDLSX)
  
• Select Materials Portfolio (FSDPX)
  
• Select Medical Delivery Portfolio (FSHCX)
  
• Select Medical Equipment and Systems Portfolio (FSMEX)
  
• Select Money Market Portfolio (FSLXX)
  
• Select Multimedia Portfolio (FBMPX)
  
• Select Natural Gas Portfolio (FSNGX)
  
• Select Natural Resources Portfolio (FNARX)
  
• Select Networking and Infrastructure Portfolio (FNINX)
  
• Select Paper and Forest Products Portfolio (FSPFX)
  
• Select Pharmaceuticals Portfolio (FPHAX)
  
• Select Retailing Portfolio (FSRPX)
  
• Select Software and Computer Services Portfolio (FSCSX)
  
• Select Technology Portfolio (FSPTX)
  
• Select Telecommunications Portfolio (FSTCX)
  
• Select Transportation Portfolio (FSRFX)
  
• Select Utilities Growth Portfolio (FSUTX)
  
• Select Wireless Portfolio (FWRLX)

You can trade all these mutual funds with most brokerage accounts. We've had a brokerage commission account with Fidelity for almost 15 years - we like their service, we like their low commissions, and we like their money. Their official website is obviously Fidelity.com

Fidelity Mutual Funds

Ways to Rank Fidelity Mutual Funds

Fidelity Mutual Funds

Fidelity is a brokerage firm based out of New York. Fidelity provides mutual funds, trading and active trading, annuities and 401 (k) retirement transitions. Fidelity is a large and well-known company with active managers of their mutual funds. Fidelity manages over 150 mutual funds. If you choose to use a brokerage firm as Fidelity, you need to know how to prioritize their mutual funds over others. There are several websites that will tell you how you rank Fidelity mutual funds using their own criteria, but you should examine your own needs and base your decision on these.

Requirement:

• A computer with access to the Internet
  
• A mutual fund ranking system. You can use your own or try Morningstar and Lipper for sound fund ranking based on performance

Find Fidelity Mutual Fund Rankings

• Visit an online ranking site like Morningstar or Lipper.
  
  
• Find ticker abbreviation or name of the mutual fund in which you are interested.
  
  
• Go to Morningstar or Lipper's website and click on 'funds'. Alternatively you can use the search function to find the mutual fund you want.
  
  
• Look for the mutual fund you want within his family. In this particular case, Fidelity.
  
  
• Select the mutual fund you are interested in and read all on the same line to find the rating.

Create Your Own Ranking of Fidelity Mutual Funds

• Make a list of reasons you invest and the goals you hope to achieve. Arrange them from most important to least important.
  
  
• Search the Fidelity Web site for investment funds that match your list. You can also search Fidelity for different types of mutual funds and tips on getting started.

Attention & Concern

Morningstar uses a five-star system to rate mutual funds, with 5 stars being the top-level rating and 1 the lowest. The mutual funds are all risk-adjusted, meaning that they account for the risk involved in investing in the fund.

Lipper uses an alphabetical system to rate mutual funds, with A being the highest rating down to E, the lowest.

Keep your tax advisor in the loop. Investing in mutual funds can have significant tax consequences. Make sure that tax programs known to the investments you plan to do.

Remember that past performance ranking is not an indicator of future returns. Your mutual fund may have fared well in the past only to tank in the future. All ratings and reviewers can do is to let you know how well the funds have done previously.

Fidelity Mutual Funds