Performance and pricing information on this page is provided by Fidelity. Copyright 1998-2020 FMR LLC. By using this service, you agree to input your real email address and only send it to people you know. See actual distributions paid by Fidelity funds this year. Fidelity boasts of huge mutual fund assets under management and a wide variety of funds, covering a wide spectrum of sectors. Investment return and … By Coryanne Hicks , Contributor July 13, 2020 By Coryanne Hicks , Contributor July 13, 2020, at 5:46 p.m. In anticipation of an upcoming merger, the funds will close to most new investors on June 12, 2020 after close of business. Fidelity ETF Name Changes (PDF) Fidelity Funds Update: Fund Soft Closings (PDF) Before investing, consider the fund's investment objectives, risks, charges and expenses. View reports on what drove performance for over 100 Fidelity Funds last quarter. The primary objective of the Fidelity Fund Portfolios-Income is to provide a representation of just one way you might construct a portfolio of Fidelity mutual funds, designed for the purpose of providing a focus on interest and dividend income, over a range of long term risk levels, which are consistent with the asset allocations of a (sub)set of Fidelity… Click on the fund's name for more information about its risks. Fidelity is chock full of good funds that invest in growing companies, and Fidelity Blue Chip Growth is one of its best. Fidelity Funds Update: Fidelity Event Driven Opportunities Fund Closed to New Investors (PDF) Contact Fidelity for a prospectus or, if … The new benchmarks will better align with each fund’s diversification policy. Fidelity Funds update: Fidelity Select Medical Technology and Devices Portfolio closed to new investors (PDF) Daily Pricing for All Fidelity Funds Performance data shown represents past performance and is no guarantee of future results. The primary objective of the Fidelity Fund Portfolios–Income is to provide a representation of just one way you might construct a portfolio of Fidelity mutual funds, designed for the purpose of providing a focus on interest and dividend income, over a range of long term risk levels, which are consistent with the asset allocations of a (sub)set of Fidelity… Fund prices will reflect a NAV reduction when a distribution is paid. Unless set by the customer to pay into a core account, distributions are reinvested and the number of shares in the account will increase. Read our privacy policy. Fidelity Fund. Proxy Voting for Shareholders of Fidelity Funds The subject line of the email you send will be "Fidelity.com: ". Fidelity Funds Update: Funds Reopened to All Investors (PDF) YTD distributions Estimated capital gains  Investment return and principal value will fluctuate, so you may have a gain or loss when shares are sold. A short-term trading fee of up to 2.00% may apply and is not reflected in the returns shown. Performance and pricing information on this page is provided by Fidelity. Effective February 1, 2019, Fidelity Small Cap Value Fund (FCPVX) has reopened to all investors. Before investing, consider the fund's investment objectives, risks, charges and expenses. All Rights Reserved. Performance for periods less than one year are cumulative, not annualized. © 2011 Morningstar, Inc. All rights reserved. Effective at close of business on May 31, 2019, investors generally are not able to open new accounts in the fund. The top 10% of the funds in an investment category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Quarterly commentary for Fidelity Funds   Exemplifying the resiliency of AlphaProfit's disciplined Fidelity mutual fund … Performance data shown represents past performance and is no guarantee of future results. With more than 70 years in the business, Fidelity offers the tools … Discover the performance trends of the Fidelity Capital & Income Fund such as monthly performance, volatility risk and how high yields reward investors. The company manages more than 504 mutual funds across a broad range of categories, which can vary from U.S. and non-U.S. mutual funds to fixed income and equity mutual funds. Research information including trailing returns and hypothetical growth for Fidelity® Dividend Growth Fund. This leaves the total value of the account unaffected by the distribution. Assets under management: $4.9 billion. See performance data and interactive charts for Fidelity® Contrafund® Fund (FCNTX). It is a violation of law in some jurisdictions to falsely identify yourself in an email. Prospectuses & shareholder reports for all Fidelity Funds   Fidelity Brokerage Services LLC, or its affiliates, receives compensation in connection with (i) access to, purchase or redemption of, and/or maintenance of positions in mutual funds and other investment products ("funds"), (ii) infrastructure needed to support such funds … Fidelity Funds Update: Fund Soft Closings (PDF), Fidelity Funds update: Fidelity Sector ETF Benchmark Changes (PDF), Fidelity Funds update: Fidelity Real Estate Funds Benchmark Changes (PDF), Fidelity Funds update: Excessive Trading Policy (PDF), Fidelity Funds update: Fidelity Managed Retirement 2005 Fund and Fidelity Simplicity RMD 2005 Fund Closed to New Investors (PDF), Fidelity Funds Update: Funds Reopened to All Investors (PDF), Fidelity Funds Update: Fidelity Event Driven Opportunities Fund Closed to New Investors (PDF), Mergers of Investment Advisers and Broker-Dealers (PDF), Fidelity Funds update: Fidelity International Small Cap Opportunities Fund closed to new investors (PDF), Fidelity Funds update: Fidelity Select Medical Technology and Devices Portfolio closed to new investors (PDF), Fidelity Funds update: Fidelity Small Cap Value reopened to all investors (PDF), Prospectuses & shareholder reports for all Fidelity Funds, Proxy Voting for Shareholders of Fidelity Funds, Read the latest Portfolio Manager Appointments. Mutual Funds Stocks ETFs ... Fidelity® Balanced FBALX ... 2020. * For each fund with at least a three-year history, Morningstar calculates a Morningstar RatingTM based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on down ward variations and rewarding consistent performance. Had the fee been reflected, returns would have been lower. Fidelity Funds update: Fidelity Small Cap Value reopened to all investors (PDF) View the net asset value (NAV) for all Fidelity Funds as of the last trading date. Effective at close of business on March 29, 2019, investors generally are not able to open new accounts in the fund. Since the fund's inception in 1990, FCNTX has averaged more than 12% return, which is a rare feat in the mutual fund … These Fidelity retirement funds will help get your Fidelity 401(k) in top performance shape. Fidelity is amending its excessive trading policy by increasing the $1,000 per trade monitoring threshold to $10,000 for mutual funds. Contact Fidelity for a prospectus or, if … Fidelity Contrafund (FCNTX): This large-cap stock index fund has had the same manager, Will Danoff, for over 25 years and his performance track record has been a stellar one. Total returns include changes in share price and reinvestment of dividends and capital gains, if any. Current performance may be higher or lower than that quoted. Fidelity Funds update: Fidelity Sector ETF Benchmark Changes (PDF) Performance and pricing information on this page is provided by Fidelity. Over the past 10 … Performance and pricing information on this page is provided by Fidelity. Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages. ... A mutual fund is a type of … Past performance is no guarantee of future results. Apart from that, Fidelity funds have shown that, in terms of performance, they're able to hold their own against funds from competitors such as Vanguard and Schwab. The Fidelity Capital & Income Fund (FAGIX) is another balanced fund that … Learn more about your voting rights as a mutual fund shareholder, including how to submit your vote by proxy. Fidelity Funds update: Securities Lending Program Expansion (PDF) Fidelity Funds update: Fidelity Managed Retirement 2005 Fund and Fidelity Simplicity RMD 2005 Fund … All files may be downloaded electronically. In separate transactions, Fidelity will merge four of its investment advisers and two of its broker-dealers. Manager Sonu Kalra has run the fund since mid-2009. Fidelity Funds update: Securities Lending Program Expansion (PDF). Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Sign up for Fidelity Newsletter. The Morningstar information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or redistributed; and (3) is not warranted to be accurate, complete or timely. The Overall Morningstar RatingTM for a fund is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. Fidelity’s Performance So Far Fidelity Advisor Series Growth Opportunities Fund (FAOFX Quick QuoteFAOFX- Free Report) turned up as one of the best-performing mutual funds from the Fidelity … By using or logging in to this website, you consent to the use of cookies as described in our privacy policy. Fidelity is changing the benchmarks for ten passive sector ETFs from their current MSCI sector indices to capped versions of the same indices on December 1, 2020. Fidelity is amending its excessive trading policy by increasing the $1,000 per trade monitoring threshold to $10,000 for mutual funds. Important information you should read before investing. Effective April 1, 2020, Fidelity Small Cap Discovery Fund (FSCRX), Fidelity Small Cap Growth Fund (FCPGX), and Fidelity Select Medical Technology and Devices Portfolio (FSMEX) have reopened to all investors. Daily pricing for all Fidelity Funds   Fidelity OTC Portfolio (ticker: FOCPX) The Fidelity OTC fund invests more than 80% of its portfolio in … Before investing, … Mutual funds and ETFs sponsored by Fidelity … As part of a regular review of its organizational structure, Fidelity has decided to merge certain entities to streamline operations, increase efficiency, simplify reporting, and reduce legal, compliance, and accounting complexity and costs. In anticipation of a potential merger proposal, Fidelity Event Driven Opportunities Fund (FARNX) will close to most new investors (soft close) on January 15, 2020 after close of business. Fidelity does not review the Morningstar data. the dollar value of one share of a fund; determined by taking the total assets of a fund, subtracting the total liabilities, and dividing by the total number of shares outstanding, (Separate multiple email addresses with commas). Finally, Fidelity… Performance and pricing information on this page is provided by Fidelity. Before investing, … Fidelity Advisor Funds Current performance may be higher or lower than that quoted. Fidelity is changing the names of three ETFs on December 1, 2020 by replacing “Factor” with “Multifactor” and removing “Targeted.” Fidelity also will update each ETF’s proprietary index name to align with the new fund name. Important legal information about the email you will be sending. Momentum Index Fund (FUMIX), Fidelity Large Cap Growth Index Fund (FSPGX), Fidelity Large Cap Value Index Fund (FLCOX), Fidelity Mid Cap Growth Index Fund (FMDGX), Fidelity Mid Cap Value Index Fund (FIMVX), Fidelity Small Cap Growth Index Fund (FECGX), Fidelity Small Cap Value Index Fund (FISVX), Fidelity Nasdaq Composite Index Fund (FNCMX), Fidelity Capital Appreciation Fund (FDCAX), Fidelity Stock Selector All Cap Fund (FDSSX), Fidelity Large Cap Growth Enhanced Index Fund (FLGEX), Fidelity Series Opportunistic Insights Fund (FVWSX), Fidelity Series Growth Company Fund (FCGSX), Fidelity Series Blue Chip Growth Fund (FSBDX), Fidelity Export and Multinational Fund (FEXPX), Fidelity Strategic Dividend & Income Fund (FSDIX), Fidelity Large Cap Value Enhanced Index Fund (FLVEX), Fidelity Series Stock Selector Large Cap Value Fund (FBLEX), Fidelity Series Value Discovery Fund (FNKLX), Fidelity Stock Selector Large Cap Value Fund (FSLVX), Fidelity Equity Dividend Income Fund (FEQTX), Fidelity Stock Selector Mid Cap Fund (FSSMX), Fidelity Extended Market Index Fund (FSMAX), Fidelity Leveraged Company Stock Fund (FLVCX), Fidelity Mid Cap Enhanced Index Fund (FMEIX), Fidelity Series Intrinsic Opportunities Fund (FDMLX), Fidelity Stock Selector Small Cap Fund (FDSCX), Fidelity Small Cap Discovery Fund (FSCRX), Fidelity Series Small Cap Discovery Fund (FJACX), Fidelity Small Cap Enhanced Index Fund (FCPEX), Fidelity Series Small Cap Opportunities Fund (FSOPX). All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. Investors also should not conflate Fidelity’s sizable footprint in the actively managed mutual fund space as meaning Fidelity funds are pricey. Before investing, consider the fund's investment objectives, risks, charges and expenses. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Fidelity Capital & Income. See performance data and interactive charts for Fidelity® Dividend Growth Fund (FDGFX). Performance of Fidelity Focus and Fidelity Core mutual fund model portfolios as of December 31, 2019. Click on the fund name to view quarter-end returns, month-end 7-day yield for money market funds (unsubsidized/subsidized), risk and fee information. See performance data and interactive charts for Fidelity ZERO Large Cap Index Fund (FNILX). The new benchmarks are broader and better represents investment opportunities in the real estate market. Research information including trailing returns and hypothetical growth for Fidelity® Contrafund® Fund. The per-share amount of a distribution is deducted from a fund's net asset value (NAV). Actually, Fidelity funds are becoming … Fidelity is changing the benchmarks for four actively managed funds on October 1, 2020 and for two passively managed funds on December 1, 2020. Read it carefully. Past performance may not be repeated. Mutual Funds Mutual funds are a practical, cost-efficient way to build a diversified portfolio of stocks, bonds, or short-term investments. Investing involving involves risk, including risk of loss. Fidelity Funds update: Fidelity Real Estate Funds Benchmark Changes (PDF) Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value will fluctuate, so you may have a gain or loss when shares are sold. In anticipation of potential merger proposals, Fidelity Emerging Europe, Middle East, Africa (EMEA) Fund, Fidelity Export and Multinational Fund, and Fidelity Independence Fund will close to most new investors (soft close) on December 31, 2020 after close of business. In an email gains get capital gains, if … Fidelity fund high yields reward investors each ’... For Funds with an upcoming distribution from any use of cookies as described in our privacy.! Fidelity Core mutual fund … Important legal information about the email you will be sending in... Growth fund Lending Program Expansion ( PDF ) the net asset value ( NAV.... Legal information about its risks value will fluctuate, so you may have a gain or loss shares... Volatility risk and how high yields reward investors including trailing returns and hypothetical Growth Fidelity®! 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