List of fidelity funds.

Price & Performance. Search for specific funds or filter by various criteria such as fund price, codes and distributions in the dropdown menus below. Create a personalized watch list by adding funds using the “ add to watch list ” icon. Navigate between your watch list and all Fidelity Funds using the dropdown menus below.This is for persons in the US only. Analyze the Fund Fidelity ® 500 Index Fund having Symbol FXAIX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. For iShares ® ETFs, Fidelity receives compensation from the ETF sponsor and/or its affiliates in connection with an exclusive long-term marketing program that includes promotion of iShares ® ETFs and inclusion of iShares ® funds in certain FBS platforms and investment programs. Please note, this security will not be marginable for 30 days from …With Fidelity Go ®, answer a few questions online, and we'll build an investment strategy to meet your needs, becoming more conservative as retirement nears. All the while, we'll monitor the markets and rebalance your IRA when needed. Personalized stock portfolios. With Fidelity Managed FidFolios℠, choose from 4 different investment ...Fidelity and its representatives may have a conflict of interest in the products or services mentioned in these materials because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and /or servicing of these products or services, including Fidelity funds, certain third-party …

Sep 19, 2023 · The fourth and final fund on our list is Fidelity’s utilities fund. Boasting 5 and 4 stars from Morningstar and 5 out of 5 from Lipper, this fund is very highly admired. It also has a good performance where it really counts: returns. The fund has delivered an impressive annualized 10-year performance of 9.83%.

Furthermore, certain representatives may be considered product specialists and may receive compensation, which may be weighted at different rates, solely for the sales of specific types of funds in which they specialize. Fidelity Institutional offers a wide range of Fidelity Funds across all asset classes. Explore daily pricing and returns for ...

Explore the full spectrum of available Fidelity Funds. 1. Fidelity Management & Research Company and Fidelity Institutional Asset Management, as of 12/31/2022. Data is unaudited. These figures reflect the ... 2. Highly rated funds are defined as those funds that have a 4- or 5-Star Morningstar ...These funds invest in stocks that pay high dividends. This strategy, known as equity income investing, can be an attractive alternative to bond investing as it seeks to offer greater protection against inflation as well as potential for capital appreciation. Research equity income funds in Fidelity Fund Picks .*. Asset allocation funds. 800-544-1914. Chat with a representative. Fidelity manages the largest selection of actively managed sector funds in the industry - 44 in all - and also offers sector mutual funds and sector ETFs from other leading asset managers.Fidelity and its representatives may have a conflict of interest in the products or services mentioned in these materials because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and /or servicing of these products or services, including Fidelity funds, certain third-party …Read the fund's prospectus for more detailed information about the fund. Prior to July 1, 2010, the fund was named Fidelity Select Environmental Portfolio, operated under certain different investment policies, and compared its performance to a different benchmark. The fund's historical performance may not represent its current investment policies.

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Pricing & Performance. Estimated Capital Gains. The table below provides capital gains estimates for funds that have an upcoming distribution scheduled. Capital Gains for Fidelity's equity and bond funds are generally paid after each fund's fiscal year end and/or at calendar year end. The estimates below are as of the date shown in the last ...

Jan 7, 2022 · Fidelity Equity Income Fund. Fidelity Equity Income (FEQIX) is consistently among the best Fidelity funds for dividends. It consists of large-cap value stocks with the highest concentration in financials and health care sectors. Top holdings include JP Morgan Chase (JPM), Berkshire Hathaway (BRK/B), and Johnson & Johnson (JNJ). 1. Target Date Industry Market Share Rankings, Sway Research, LLC, as of 12/31/21. Designed for investors who anticipate retiring in or within a few years of the fund's target retirement year at or around age 65. Investing in a combination of Fidelity domestic equity funds, international equity funds, bond funds, and short-term funds ...Supporting international giving. You have two options for using your Giving Account to support causes outside the U.S. You can recommend a grant to a U.S.-based charity that works overseas, or you can recommend a grant to a U.S.-based intermediary charity that has a direct relationship (or can establish a direct relationship) with non-U.S. based …2.75%. 1.50%. Class B shares were merged into Class A effective June 24, 2016. Class C - Contingent Deferred Sales Charge (CDSC) Effective 6/21/21, Fidelity Advisor Class C shares convert to Class A shares after 8 years. 1.00% for shares held less than 12 months. Class M - Front-end Sales Charge.Explore the full spectrum of available Fidelity Funds. 1. Fidelity Management & Research Company and Fidelity Institutional Asset Management, as of 12/31/2022. Data is unaudited. These figures reflect the ... 2. Highly rated funds are defined as those funds that have a 4- or 5-Star Morningstar ...

Fidelity provides services through its portfolio advisory and wealth management programs. The minimum for the firm's advisory services begins at $50,000, which makes it readily accessible to lower-level investors. However, the firm also offers digital, discretionary investment management services with no minimum requirement, and personalized ...Closed-end funds are subject to management fees and other expenses. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917. 946926.2.0. Closed-end funds share some traits with mutual funds and ETFs, but there are a number of differences that set them apart. Learn what makes them unique here.Qualified Dividend Income Rates Summary 2022 Fund Number Fund Name CUSIP Ex Date Pay Date Income Short Term Total Ord Rate QDI % 3255 Fidelity Advisor Asset Manager® 20% - Class Z 316069418 05/06/2022 05/09/2022 0.0160 0.0000 0.0160 23.9062% Money market funds are categorized based on the types of investments in the fund. Fidelity offers government, prime, and municipal (or tax-exempt) money market funds, and is an industry leader, managing over $900 billion in total money market assets. 1. Government: Fidelity Government Money Market Fund (.Immediate Variable Income Annuities. Research annuities, annuity funds, price, and performance in Fidelitys Annuities Research Center.Sector insights & research. Sector exposure has been a major driver of stock returns and can be an effective way to seek an objective and manage portfolio risk. Opportunities exist across all sector outlooks to diversify your clients' portfolios; explore these insights as you think about 2023 equity sector investing.

Analyze the Fund Fidelity ® Telecom and Utilities Fund having Symbol FIUIX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. See all Fidelity Investments mutual funds with key metrics; AUM, performance, fees, dividend, minimum investment required, and more.

This is for persons in the US only. Analyze the Fund Fidelity ® Select Insurance Portfolio having Symbol FSPCX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.Fidelity Personal Investing service fee. Our pricing is clearly set out, so you know exactly what you pay for and when you pay it. If you have between £25,000 and £250,000 invested with us, you will pay our standard service fee of 0.35%. If you have more than £250,000 invested, you will benefit from our lower service fee of 0.20%.0.75% of principal. Maximum: $250. Minimum: $100. * Certain funds will have a transaction fee of $75. To identify any applicable transaction fees associated with the purchase of a given fund, please refer to the "Fees and Distributions" tab on the individual fund page on Fidelity.com.Fidelity Takes Fund Inflows Crown in September. Lucy Brewster | Oct 17, 2023. ETF Basics.Distributions by Fidelity Mutual Funds 123. 123. 123456. close. net asset value (NAV) the dollar value of one share of a fund; determined by taking the total assets ... Analyze the Fund Fidelity ® Emerging Asia Fund having Symbol FSEAX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.

Review our list of all Fidelity ETFs that are available to invest in. Sort by star rating, and category, or filter by active ETFs, bond ETFs and more.

Best International Fund: Fidelity International Index Fund (FSPSX) Best for Fixed Income : Fidelity U.S. Bond Index Fund (FXNAX) Best Actively-Managed Fund : …

Money market funds are categorized based on the types of investments in the fund. Fidelity offers government, prime, and municipal (or tax-exempt) money market funds, and is an industry leader, managing over $900 billion in total money market assets. 1. Government: Fidelity Government Money Market Fund (.Fidelity sustainable funds prioritize one or more of these ESG factors in their fundamental research and investment disciplines*: Environmental themes, such as investing in companies that are responding to consumer demand for sustainable practices. Social themes, such as investing in companies committed to a diverse and inclusive workplace.Fidelity Personal Investing service fee. Our pricing is clearly set out, so you know exactly what you pay for and when you pay it. If you have between £25,000 and £250,000 invested with us, you will pay our standard service fee of 0.35%. If you have more than £250,000 invested, you will benefit from our lower service fee of 0.20%.Dec 1, 2023 · The 10 Best Technology Mutual Funds of November 2023. Fund. Expense Ratio. BlackRock Technology Opportunities Fund (BSTSX) 1.17%. Columbia Global Technology Growth Advisor (CTYRX) 0.93%. Fidelity ... The analysis included investment grade corporate and municipal bonds only. Minimum markup or markdown of $19.95 applies if traded with a Fidelity representative. For U.S. Treasury purchases traded with a Fidelity representative, a flat charge of $19.95 per trade applies. A $250 maximum applies to all trades, reduced to a $50 maximum for bonds ...For U.S. Treasury purchases traded with a Fidelity representative, a flat charge of $19.95 per trade applies. A $250 maximum applies to all trades, reduced to a $50 maximum for bonds maturing in one year or less. Rates are for U.S. dollar-denominated bonds; additional fees and minimums apply for non-dollar bond trades.Here’s the list of best low-cost index mutual funds and ETFs in 2023 broken down by the three main asset classes that are represented in the portfolios of many investors: U.S. stocks ...Investment research. Investing Calculators & Tools. Fidelity Learning Center. If you're looking to lessen risk, save on fees and minimize the time you spend looking for investments, you may want to explore the world of index funds. Here's how.Dividend yield: 1.6%. Minimum initial investment: None. As a long-term wealth builder, it’s really hard to beat the S&P 500. And for a beginning investor, an investment in a simple S&P 500 Index fund like the Fidelity 500 Index Fund (FXAIX) is one of the absolute smartest moves you can make.

To find the best high-yield bond mutual funds, we began with the Fidelity Investments screener. Our initial list was 381 funds, including both taxable and tax-exempt municipal bond mutual funds .22 de set. de 2021 ... Visit https://fool.com/arvabelle to access a special offer for new members for The Motley Fool's top stock-picking service and start the ...800-544-1914. Chat with a representative. Fidelity manages the largest selection of actively managed sector funds in the industry - 44 in all - and also offers sector mutual funds and sector ETFs from other leading asset managers. Starting a small business is a large undertaking and needs to be backed-up with not only an innovative idea but also money. One of the most basic and common ways to provide funding for your business in the very early stages of the start-up ...Instagram:https://instagram. top health insurance companies new yorkpricesmart inc.nasdq etfbit etf Ratings, Rankings, and Returns (11 Criteria) Expenses (2 Criteria) Fund Features (7 Criteria) Volatility (4 Criteria) Income Characteristics (4 Criteria) Showing 0 Results. Fidelity fund performance data as of --, all other fund data as of -- unless otherwise noted. ai company stock5 year bond yield Fidelity High Dividend ETF FDVV. FlexShares Quality Dividend ETF QDF. Franklin U.S. Low Volatility High Dividend ETF LVHD. Schwab U.S. Dividend Equity ETF SCHD. T. Rowe Price Dividend Growth PRDGX ... data storage reits Fidelity and all other ETF brands are ranked based on their aggregate 3-month fund flows. 3-month fund flows is a metric that can be used to gauge the perceived popularity amongst investors of Fidelity relative to other ETF brands. All values are in U.S. dollars. Jan 18, 2023 · Both Vanguard and Fidelity are retirement powerhouses — their proprietary mutual funds line many 401 (k)s, and Fidelity is a leading 401 (k) record-keeper. (View our list of the best IRA ...