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Jul 23, 2024 · These eight Fidelity funds have each posted annualized returns of 15.7% or better over the last 10 years. Unless you're buying a fund that matches a broad market benchmark like the Dow Jones...
Jul 1, 2024 · Our best-of roster offers Fidelity funds that cater to different investment needs and tastes. For investors who admire the portfolio picks of top professional managers, we include some...
- Fidelity 500 Index Fund. Fund inception: 1988. Assets under management: $432.5 billion. Dividend yield: 1.5% Expenses: 0.015%, or $1.50 annually for every $10,000 invested.
- Fidelity Large Cap Growth Index Fund. Fund inception: 2016. Assets under management: $15.9 billion. Dividend yield: 0.7% Expenses: 0.035% Taking a slightly different approach than the Fidelity 500 Index Fund is the Fidelity Large Cap Growth Index Fund (FSPGX, $26.94).
- Fidelity Growth & Income Portfolio. Fund inception: 1985. Assets under management: $9.1 billion. Dividend yield: 1.6% Expenses: 0.57% Investors keen on gaining exposure to established and stable companies that have staying power in any market environment will want to check out the Fidelity Growth & Income Portfolio (FGRIX, $52.07).
- Fidelity OTC Portfolio. Fund inception: 1984. Assets under management: $24.9 billion. Dividend yield: 0.0% Expenses: 0.81% While the previously mentioned Fidelity mutual funds focus on large and established stocks, the Fidelity OTC Portfolio (FOCPX, $16.67) allows investors a way to gain exposure to innovative and non-traditional players.
- Domestic Equity. Benefits of domestic equity funds. Exposure to successful, innovative, and profitable companies. May offer significant appreciation potential.
- International Equity. Benefits of international equity funds. More than half the world's companies reside outside the U.S. Tap into the growth potential in other parts of the world.
- Sectors. Benefits of sector funds. Tactical investment approaches, such as sector rotation strategies. More precise asset allocation. Greater diversification of your portfolio.
- Fixed Income. To learn more about the potential impact of tax reform, see our Fidelity Viewpoints special report. Benefits of fixed income funds. Potential for capital preservation, depending on the fund.
Sep 12, 2024 · These top Fidelity mutual funds have characteristics particularly suitable for long-term investors.
Aug 1, 2024 · We included the following screens in our rankings of the best Fidelity mutual funds of 2024: passive index structure, expense ratio under 0.1%, no transaction fees or minimum investments,...
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If you prefer to pick the funds you want in your portfolio, our model portfolios* show one way you might construct a well-diversified portfolio of Fidelity mutual funds based on your risk tolerance and financial situation.
