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  1. Fidelity's actively manages equity ETFs seek to combine the potential for outperformance with the benefits of an ETF. Learn more, here.

    • Fidelity Equity-Income Fund. Fund category: Large value. Assets under management: $6.9 billion. Expenses: 0.57%, or $57 annually for every $10,000 invested. When inflation is high and interest rates are up, investors tend to rotate out of growth stocks and into value, especially financials and defensive sectors.
    • Fidelity Mid-Cap Stock. Fund category: Mid-cap blend. Assets under management: $7.9 billion. Expenses: 0.8% Mid-cap stocks are often called the "sweet spot" of equity investing because they can potentially achieve greater long-term returns than large caps, while carrying less risk than small-cap stocks.
    • Fidelity Strategic Dividend and Income Fund. Fund category: Allocation – 70% to 85% equity. Assets under management: $5.1 billion. Expenses: 0.68% Inflationary environments generally favor value stocks and real estate investment trusts (REITs) over growth stocks.
    • Fidelity Contrafund. Fund category: Large growth. Assets under management: $98.0 billion. Expenses: 0.55% Amid a rising appetite for riskier stocks in 2023, the Fidelity Contrafund (FCNTX, $13.49) has put in a solid performance, boasting a double-digit percentage gain for the year-to-date.
  2. Apr 23, 2024 · ETFs offer a cost-effective tool for investors and a growth opportunity for active managers sorely in need of one. Bryan Armour Apr 23, 2024. Securities In This Article. JPMorgan Equity Premium...

  3. Aug 14, 2023 · Active ETFs combine some of the most useful features of ETFsliquidity, transparent fees, favorable tax treatment, and diversification—with active management.

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