What are the best Fidelity Investments?
Top-Rated Fidelity Funds as of 3/31/22
- Fidelity Select Tech Hardware ( FDCPX) - Get Fidelity Select Tech Hardware Report A+ (C+)
- Fidelity Series Inf Pro Bd Idx ( FSIPX) - Get Fidelity Series Infla-Prot Bd Idx Report A+ (B+)
- Fidelity Commodity Strategy ( FYHTX) - Get Fidelity Commodity Strategy Report A+ (C+)
Why invest in fidelity index funds?
Why Invest In Fidelity Index Funds? Fidelity index funds feature comparatively low costs well suited to buy-and-hold investors. Fidelity combines low expenses and good growth potential with index funds heavily tilted toward technology and consumer discretionary stocks.
Is fidelity strategic dividend?
l®Fidelity Strategic Dividend & Income®Fund is a multi-asset-class strategy that seeks to provide reasonable income, and potentially also capital appreciation, by investing in a diversified mix of dividend-oriented equity and hybrid securities.
What is current Fidelity Growth last dividend paid?
Many stable companies today pay out dividends to their shareholders in the form of the income distribution, but high-growth firms rarely offer dividends because all of their earnings are reinvested back to the business. Based on the recorded statements, Fidelity Growth has a Last Dividend Paid of 0.0.
Is Fidelity Low-Priced Stock A good Investment?
Overall, Fidelity Low-Priced Stock ( FLPSX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively strong performance, average downside risk, and lower fees, this fund looks like a good potential choice for investors right now.
Is Fidelity Low-Priced Stock Fund closed to new investors?
Fund Closed to New Accounts: This fund is closed to new investors.
What Is a Low-Priced Stock fund?
Low-priced stocks are those that are priced at or below $35 per share at the time of the Fund's investment.
Is Flpsx an ETF?
How ETFdb.com has selected ETF alternatives to FLPSX: The mutual fund FLPSX has been benchmarked by Fidelity Investments against an index, Russell 2000 Index, in its fund prospectus....Small Cap Blend Equities ETFs.SymbolIWNETF NameiShares Russell 2000 Value ETFAssets$11,530,700.00YTD-16.01%Expense Ratio0.24%24 more columns
How good is Fidelity 500 index?
Performance. The fund has returned -0.32 percent over the past year, 16.42 percent over the past three years, 13.37 percent over the past five years and 14.38 percent over the past decade.
Does Fidelity have ETFs?
Fidelity ETFs. Discover Fidelity exchange traded funds (ETFs). Available for online purchase, commission-free, and include active equity, thematic, factor, sector, stock, and bond ETFs.
What is a Fidelity index fund?
An index fund is a mutual fund whose portfolio aims to match the risk and return of a market index, such as the S&P 500, and an ETF tracks an index and trades on the stock market like a security.
What is Fidelity Growth Company Fund?
Fidelity® Growth Company Fund is a diversified domestic equity strategy that invests across a spectrum of companies, from blue chip to aggressive growth.
What is Fidelity Contrafund pool?
The Fidelity Contrafund Commingled Pool's investment objective is to provide capital appreciation over a market cycle relative to the S&P 500 ® Index or other suitable index, through the active management of equities with a focus on companies having strong long-term growth prospects.
What fund does Joel Tillinghast manage?
Veteran Fidelity portfolio manager Joel Tillinghast will retire from active management duties at the end of 2023. Tillinghast has been with the company for more than 35 years. In addition to managing the $33.1bn Fidelity Low-Priced Stock fund he oversees $11bn in funds for Canadian investors.
Why is the Fidelity score not based on past performance?
Because the score is based on past performance, it may not reflect the future risk of the category. In addition to risk, you should evaluate a fund's investment objective, strategy, fees and other characteristics before making your investment decision. Learn more.
What is Morningstar data point?
This data point, usually shown as a graph, shows how the value of a hypothetical investment of $10,000 in a fund would have changed over time. It can also be used to compare the fund's historical performance against a benchmark or Morningstar Category average. This measurement does not include fees, although it assumes the reinvestment of all dividend and capital gains distributions. Close tooltip
What is Quarter End Average Annual Total Return?
Quarter-end Average annual total return is a rate of return on a quarterly basis that, if achieved annually, would have produced the same cumulative total return if performance had been constant over the entire period. Average annual total returns smooth out variation in performance; they are not the same as actual year-by-year results. Close tooltip
What is Morningstar risk level?
These risk levels range from 1 for those funds with least amount of risk to 10 for those with the greatest amount of risk.
Will FLPSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
A worthwhile strategy both before and beyond the retirement of its legendary leader
Despite the impending departure and significant loss of Fidelity Low-Priced Stock's outstanding portfolio manager, Joel Tillinghast, this mid-value equity strategy will remain in the capable hands of two new leads with demonstrable success at other, smaller funds. The strategy earns a Morningstar Analyst Rating of Bronze.
About FLPSX
If you're successful, you won't stay small. That's true of mutual funds as well as companies, and Fidelity Low-Priced Stock is a perfect example.
Rankings
U.S. News evaluated 378 Mid-Cap Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Investment Strategy
The Fidelity Low-Priced Stock fund implements an opportunistic approach, rooted in a strict valuation bias that focuses on predominantly small- and mid-cap companies that trade at less than $35 a share at the time of purchase.
Role in Portfolio
Morningstar says, “Like most smaller-cap funds, this one is a supporting player. However, thanks to the portfolio’s breadth, it’s a much steadier performer than most of its rivals.”
Management
Joel Tillinghast has managed the fund since 1989. Other managers run approximately 6 percent of the fund as well.
Performance
The fund has returned 24.52 percent over the past year, 19.60 percent over the past three years, 13.00 percent over the past five years, and 13.07 percent over the past decade.
Performance
1, 3, 5, 10 Year/Life values are Average Annual Total returns. Life of Fund figures are reported as of the inception date of the fund or share class. YTD (Daily) value is cumulative total returns from either the beginning of the calendar year or the inception of the fund, if the fund incepted after the beginning of the current year. Close tooltip
Expenses &
Like any business, funds charge fees to pay for their administrative, marketing, and personnel costs. Some funds charge more than others, and all fees reduce the overall return on your investment. So, as an investor, it's essential that you understand and are comfortable with the fees you pay for owning shares of a fund. Close tooltip
Dividend
Displays the ex-dividend date after which the last four dividends were paid by the fund and the amount of each payment per share. It also shows the price of shares purchased in the fund if the dividends were used for that purpose. Close tooltip
Capital Gains
Displays the date on which the most recent capital gains distributions were paid by the fund and the amount of those distributions. It also shows the price of shares purchased in the fund if the distributions were used for that purpose. Close tooltip
Minimums
This refers to the smaller dollar amount an investor may deposit into an account. There are different types of minimums, including a minimum initial investment required to open both retirement and non-retirement accounts, and a minimum subsequent investment once the account has been established. Close tooltip
Pricing
Information detailing how the share price for the fund has changed over time. Close tooltip
Price History By
Shows how the net asset value (NAV) of a fund or the price of a security has changed over time, measured on a month-to-month basis at the last business day of the month. Close tooltip
Why is the Fidelity score not based on past performance?
Because the score is based on past performance, it may not reflect the future risk of the category. In addition to risk, you should evaluate a fund's investment objective, strategy, fees and other characteristics before making your investment decision. Learn more.
What does Morningstar rating mean?
What does it mean? A fund's Morningstar Rating is a quantitative assessment of a fund's past performance that accounts for both risk and return, with funds earning between 1 and 5 stars. As always, this rating system is designed to be used as a first step in the fund evaluation process.
What is Quarter End Average Annual Total Return?
Quarter-end Average annual total return is a rate of return on a quarterly basis that, if achieved annually, would have produced the same cumulative total return if performance had been constant over the entire period. Average annual total returns smooth out variation in performance; they are not the same as actual year-by-year results. Close tooltip
Does Morningstar reflect risk?
It does not reflect the risk associated with any individual fund or the relative risk of a fund within a particular Morningstar category. Because the score is based on past performance, it may not reflect the future risk of the category.
Does Morningstar show past performance?
While past performance is no guarantee of future results, the Morningstar Return shows how the fund has done in the past in comparison to similar funds in its peer group. It does not, however, show the effects of risk.
