What follows are 10 of the best Fidelity funds for retirement that are available inside and outside of Fidelity 401(k)s, based on their 10-year performance as of June 30. OTC markets have more small- and medium-sized companies, which generally offer more growth opportunities. 10-year average annual returns: 13.68%Net expense ratio: 0.015%Risk: above average versus U.S. large blend category. This can make FSMAX a nice complement to a large-cap or S&P 500 index fund. For a less-aggressive approach to retirement investing, consider one of the oldest funds on the market, the Fidelity Puritan Fund. Analyze the Fund Fidelity ® Growth & Income Portfolio having Symbol FGRIX for type mutual-funds and perform research on other mutual funds. Invest with a world leader in mutual funds * and you put a global network of 350+ research professionals and one of the largest research departments in the industry to work for you. 1 Our extensive resources allow Fidelity's fund … All rights reserved. Fidelity Actively-Managed Funds: I wanted to see long-term performance that beats the fund's relative index, manager tenure of at least five years, and unique qualities that set them apart from other funds in the list. investment, market cap and category. Here’s what to do now. It’s not easy to find blue-chip companies with big growth potential; giants can only grow so much bigger, after all. FIDELITY® GROWTH & INCOME PORTFOLIO- Performance charts including intraday, historical charts and prices and keydata. Equities screener. Portfolio. Log in to your WTOP account for notifications and alerts customized for you. Current and Historical Performance Performance for Fidelity Blue Chip Growth Fund on Yahoo Finance. Explore our tools. And pay attention to fund cost; expense ratios eat into long-term returns. With almost 3,500 holdings, FSKAX reaches far beyond the S&P 500. The fund ranks in the top 3% of funds in its Morningstar category for performance over the last 15 years, returning 10.1% per year vs. 7.7% for the S&P 500 over the same period. Investors put more into Fidelity 401(k)s than Japan’s $5.4 trillion gross domestic product. Morningstar expects the fund to continue to outperform, but by a small margin. Short Fixed-Income Fund: 5.75%: 4.00%: 2.75%: 1.50%: Class B shares were merged into Class A … 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’s Target Asset Mixes (TAMs). Key statistics for Fidelity Funds - European Growth Fund W-Acc-GBP (LU1235296263) plus portfolio overview, latest price and performance data, expert insights and more Analyze the Fund Fidelity ® Blue Chip Growth Fund having Symbol FBGRX for type mutual-funds and perform research on other mutual funds. Fidelity’s Total Market Index Fund provides exposure to a broader swath of the U.S. stock market than S&P 500 funds like FXAIX but for the same price. If your retirement plan offers a purely international ex-U.S. option, that may be better — likewise, any fund that doesn’t cost nearly 1% in annual expenses (although the 401(k) version of this fund should be cheaper than that). 10-year average annual returns: 15.57%Net expense ratio: 0.85%Risk: average versus U.S. large growth category. With more than 60% of its portfolio home-based, it’s not the most international of worldwide funds. Manager Sonu … For further information on how the yields are calculated please contact the management company directly. Figures include reinvestment of … 10-year average annual returns: 19.5%Net expense ratio: 0.89%Risk: above average versus U.S. large growth category. FDGRX | A complete Fidelity Growth Company Fund mutual fund overview by MarketWatch. 4 out of 5 Stars. But with no investment minimum and no expense ratio to contend with, these can be good Fidelity funds for retirement investing outside of your employer-sponsored plan. WTOP.com | Alexa | Google Home | WTOP App | 103.5 FM, Md. The fund invests primarily in common stocks. For further information on how the yields are calculated please contact the management company directly. The monthly cash flow distributions on Fidelity’s tax-smart withdrawal program (T-SWP®) are not guaranteed, will be adjusted from time to time and may include income. Click on fund name and go to fund information on the fund basics tab to see further important share class information. Fidelity Index Funds: Here, I focused on diversified funds with low expense ratios. EXPLAINER: Why is the EU taking so long to OK vaccine? Fidelity Mutual Funds. View & analyze the 0P000199K7 fund chart by total assets, risk rating, Min. 209 with a score of 5.3 out of 10 overall. EU regulators move up Pfizer vaccine assessment to Dec. 21, Analysis: The election is over; Trump’s attacks will linger, Montgomery Co.’s climate plan aims to eliminate its greenhouse gas emissions by 2035, Foul play ruled out in Fairfax Co. collapsed trench that left 1 dead, Transit police: FBI agent shot Metro passenger after ‘verbal exchange’, Judge sides with Navy in latest challenge to $7.7 billion NGEN contract, Lawmakers ask for GAO's help to identify 'burrowing' over last 4 years, NDAA Trump threatens to veto gives CISA tools to fight ‘hack of the decade', Congress averts shutdown; fight continues over pandemic aid. In looking at the funds, a mix of mutual funds and exchange-traded funds, they found that the performance leader looking back up to 10 years in … Another popular fund in Fidelity 401(k) plans is the Fidelity Extended Market Index Fund. Expense Ratio: 0.51% The Fidelity Low-Priced Stock Fund defines “low-priced” stocks as those with price tags of $35 or below, but this Fidelity fund is not confined to that universe. Alerts. Copyright © 2020 by WTOP. From time to time, FDC LLC or its affiliates may pay its representatives additional compensation if they meet certain targets related to sales of the Fidelity funds… Everyone should have some international exposure, and FWWFX is the best-performing Fidelity fund that reaches beyond the U.S. — but just barely. Fidelity Investments is a powerhouse in retirement planning. With a tidy expense ratio of only 0.015%, the Fidelity 500 Index Fund is one of the lowest-cost funds on this list. Manager Sonu Kalra has run the fund since mid-2009. 10-year average annual returns: 18.05%Net expense ratio: 0.3%Risk: above average versus U.S. large growth category. FXAIX is offered by more than half of the 401(k) plans on Fidelity’s platform, according to the company, making it one of the most accessible Fidelity funds for retirement. Please upgrade the browser to the latest. Despite this, Morningstar still sees potential in the fund, giving it a Silver rating (Gold for the cheaper share classes, which you’ll likely find in your 401(k)) for its successful track record and effective approach. Morningstar gives it a Gold badge. Formerly FUSEX, the fund replicates the S&P 500, making it a nice option for index investors or those looking for large blend exposure. Sign up for Fidelity Newsletter. 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. Sign up for Fidelity Newsletter. You may or may not have access to these in your company plan. Find our live Fidelity Growth Company Commingled Pool Class 1 fund basic information. All rights reserved. Expense Ratio: 0% Fidelity’s suite of zero-fee index funds has grown to four thanks to the recent debut of the Fidelity ZERO Extended Market Index Fund and another fund. FIDELITY GROWTH COMPANY COMMINGLED POOL CLASS 2- Performance charts including intraday, historical charts and prices and keydata. It also keeps individual stock weights below 5%, and, despite being pricey for an index fund, is below the category average on cost while being well above average in performance. (Note: It is up to your company which funds are available in your 401(k). As of Aug 31, 2020, out of the total number of funds under Fidelity, only 3.2% were load funds, while the remaining 96.8% were no-load funds. restaurant group fights indoor dining bans, The Best-Performing Fidelity Funds for Retirement. Data archive. (This is still less than the Nasdaq composite index overall, which is more than 41% in the tech sector.) Learn more about mutual funds at fidelity.com. That said, it has consistently beaten its 60/40 allocation peer, the Fidelity Balanced Fund (FBALX) in annual returns. It invests in companies management believes to be undervalued relative to revenue or earnings growth prospects. 95 to No. This In 2018, Fidelity debuted a lineup of zero expense ratio, zero minimum index mutual funds: the Fidelity Zero Large Cap Index Fund (FNILX), Fidelity Zero Extended Market Index (FZIPX), Fidelity Zero Total Market Index Fund (FZROX) and Fidelity Zero International Index Fund (FZILX). From those criteria, management takes only the companies it feels offer above-average growth potential. ... the lower the R 2, the more the fund's performance … This makes FNCMX a more affordable means of investing in the Nasdaq, although it’s still pricey for an index fund with a 0.3% expense ratio. You should also think about diversification across sectors and regions. Analyze the Fund Fidelity ® Growth Company Commingled Pool having Symbol for type workplacefunds and perform research on other mutual funds. Fidelity Growth Company has the same outstanding manager and well-executed process but gets a Morningstar Analyst Rating upgrade to Gold for its cheaper K share class. So it’s more of a best-performing Fidelity fund for semi-conservative retirement investors, as opposed to best-performing overall. The clock just started on the biggest financial event in 20 years. FPURX is also a five-star fund from Morningstar. Now for what FWWFX does well: It gives you exposure to more than 11 countries other than the U.S. If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. Past performance is not necessarily a guide to future performance… See fund information and historical performance for the Fidelity Advisor Growth Opportunities Fund - Class C. Check out our mutual fund lineup. All of Fidelity's Target Index funds invest a certain percentage of assets into one of four Fidelity funds, each in a different asset class, and adjusts the asset allocation as the target date draws near. Further, Fidelity Blue Chip Growth … Analyze the Fund Fidelity ® Growth Company Fund having Symbol FDGRX for type mutual-funds and perform research on other mutual funds. If you do, you’ll probably see the lower-cost K-class version inside your 401(k). The fund invests primarily in large-cap stocks that the manager believes have the potential for above-average growth. ... Return before taxes is a measure of a fund's performance … The investment seeks growth of capital over the long term. Below are the top four Freedom Index mutual funds based on 5-year performance. 1 Our extensive resources allow Fidelity's fund managers to look deeply across different regions and sectors to find investment opportunities that others may miss. ... Morningstar has awarded this fund 4 stars based on its risk-adjusted performance compared to the 1206 funds within its Morningstar Category. Some parts of this page is not supported on your current browser version. See performance data and interactive charts for Fidelity® Balanced Fund (FBALX). Contrafund is the largest actively managed fund but has fallen down the rankings by U.S. News from No. But this is exactly what the managers of FBGRX aim to do. Fidelity® Dividend Growth Fund + Add to watchlist. Manager Sonu Kalra has … FMAGX holds a Zacks Mutual Fund Rank of 2 (Buy), which is … We will aim to keep cash flow between 7.5% and 9% of the NAV each year on T-SWP balanced funds on T8/S8/F8, as well as 4.5% and 5.5% of the NAV on T5/S5/F5 balanced funds. Latest price and performance data for Fidelity Funds - European Growth Fund W-Acc-GBP (LU1235296263) plus portfolio overview, dividend information, expert insights and more Fidelity … The Fidelity Freedom Blend 2050 Fund is composed of other Fidelity funds, including the Fidelity Large Cap Value Index Fund, the Fidelity International Growth Fund and the Fidelity … 4. While both are some of the best growth mutual funds based on performance, they come with expense ratios of more than 1%. It also happens to be among the best-performing Fidelity funds for retirement with a 10-year return of 13.97% as of June 30. Current and Historical Performance Performance for Fidelity Growth Co Fund on Yahoo Finance. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a funds monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. It normally invests at least 80% of assets in blue chip companies (companies that, in Fidelity Management & Research Company LLC (FMR)'s view, are well-known, well-established and well-capitalized), which generally have large or medium market capitalizations. The Fidelity Growth Company fund is a fairly solid fund operating within a difficult category—large-cap growth. The monthly cash flow distributions on Fidelity’s tax-smart withdrawal program (T-SWP®) are not guaranteed, will be adjusted from time to time and may include income. Fidelity Investments is a powerhouse in retirement planning.…. Learn more about mutual funds at fidelity.com. That explains the high returns of this fund, but it also comes with more risk. These are the best Fidelity funds by performance for your Fidelity 401(k). World markets. But no single company makes up more than 5% of the overall portfolio (a good metric to use when trying to avoid over-concentration). In fact, it is the single lowest-cost mutual fund tracking the S&P 500 offered anywhere. Fidelity Mutual Funds. © 2020 Verizon Media. It’s also not cheap at a 0.89% expense ratio, which can eat into long-term returns. What follows are 10 of the best Fidelity funds for retirement that are available inside and outside of Fidelity 401(k)s, based on their 10-year performance as of June 30. U.S. News & World Report | @usnews. It also carries a lot of its weight in its top 10 holdings (nearly 45% of the portfolio), which include familiar names like Microsoft Corp. (MSFT), Apple (AAPL), Amazon.com (AMZN), Facebook (FB) and Google’s parent company, Alphabet (GOOG, GOOGL). It’s benchmarked to the Dow Jones U.S. website is not intended for users located within the European Economic Area. Morningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. They also aren’t likely to be included in 401(k) plans yet, as most plan sponsors wait for a fund to be at least three years old before adding it to their plan. Related funds menus Inception ... A measurement of how closely the portfolio's performance correlates with the performance of the fund's primary benchmark index or … Research information including trailing returns and hypothetical growth for Fidelity® Dividend Growth Fund. The Fidelity OTC fund invests more than 80% of its portfolio in stocks trading in the Nasdaq composite index or over-the-counter markets. Investors should also note the fund’s top 10 holdings account for more than 45% of the overall portfolio, which is almost 38% in the technology sector. View mutual fund news, mutual fund market and mutual fund interest rates. Fidelity® Growth Company FDGRX ... Quote Fund Analysis Performance Risk Price Portfolio People Parent All Funds by Classification Asset Class ... Large Growth Funds ; Mid-Cap Value Funds ; Learn more about mutual funds at fidelity.com. For broad stock market exposure at index-fund pricing, FSKAX is definitely one of the best-performing Fidelity funds for retirement. See performance data and interactive charts for Fidelity® Growth Company Fund (FDGRX). The Fidelity Freedom Blend 2050 Fund is composed of other Fidelity funds, including the Fidelity Large Cap Value Index Fund, the Fidelity International Growth Fund and the Fidelity … Fidelity Growth Company (FDGRX): This 5-star fund is another example of a top performing mutual fund that benefits from a seasoned manager, Steven Wymer, who has been at the helm of FDGRX since 1997. FNCMX holds 2,089 of the more than 3,000 stocks in the benchmark index. *The chart illustrates the NAV performance of a hypothetical $10,000 investment made in the fund on 12/31/1999 or on commencement of operations (whichever is later). Learn more about mutual funds at fidelity.com. Bear in mind this means the fund is heavily invested in information technology (more than 38% of the total portfolio) and consumer discretionary (more than 25% of the total portfolio). Funds comprising mainly of bonds quote a distribution yield. See performance data and interactive charts for Fidelity® Dividend Growth Fund (FDGFX). Since it’s a passive fund, it can’t make active bets, such as by paring back sector exposures the way FOCPX has done of late. Latest price and performance data for Fidelity Funds - American Growth Fund W-Acc-GBP (LU1235295885) plus portfolio overview, dividend information, expert insights and more Invest with a world leader in mutual funds * and you put a global network of 350+ research professionals and one of the largest research departments in the industry to work for you. ... Return before taxes is a measure of a fund's performance … Performance of Fidelity Focus and Fidelity Core mutual fund model portfolios as of December 31, 2019. Learn more about mutual funds at fidelity.com. Fidelity® Dividend Growth Fund ... Funds in category: 990: 1127: 1195: 1216: 1221: 1224: As of Nov 30 2020. Analyze the Fund Fidelity ® Growth Discovery Fund having Symbol FDSVX for type mutual-funds and perform research on other mutual funds. And the next 2 months could decide your wealth in 2021. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments. If you favor index funds, the best-performing Fidelity fund for retirement is FNCMX. Equity and Asset Allocation Funds: Income and Real Estate Income Funds Except Those Noted to the Right: Floating Rate High Income, Limited Term Bond & Limited Term Muni Income Funds. 10-year average annual returns: 12.32%Net expense ratio: 0.036%Risk: above average versus U.S. mid-cap blend category. Given that the lead manager, Will Danoff, won Morningstar’s Domestic Stock Fund Manager of the Year in 2007, his beliefs are ones worth noting. 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