With more than 70 years in the business, Fidelity offers the tools … See performance data and interactive charts for Fidelity® Contrafund® Fund (FCNTX). By Coryanne Hicks , Contributor July 13, 2020 By Coryanne Hicks , Contributor July 13, 2020, at 5:46 p.m. 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. Learn more about your voting rights as a mutual fund shareholder, including how to submit your vote by proxy. The new benchmarks are broader and better represents investment opportunities in the real estate market. Sign up for Fidelity Newsletter. Investment return and principal value will fluctuate, so you may have a gain or loss when shares are sold. Fidelity Funds update: Fidelity Managed Retirement 2005 Fund and Fidelity Simplicity RMD 2005 Fund Closed to New Investors (PDF) See performance data and interactive charts for Fidelity ZERO Large Cap Index Fund (FNILX). Had the fee been reflected, returns would have been lower. Mutual Funds Mutual funds are a practical, cost-efficient way to build a diversified portfolio of stocks, bonds, or short-term investments. Click on the fund's name for more information about its risks. Performance and pricing information on this page is provided by Fidelity. Research information including trailing returns and hypothetical growth for Fidelity® Contrafund® Fund. 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. Performance and pricing information on this page is provided by Fidelity. Quarterly commentary for Fidelity Funds   Before investing, … 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. Effective at close of business on May 31, 2019, investors generally are not able to open new accounts in the fund. Important information you should read before investing. Performance data shown represents past performance and is no guarantee of future results. See performance data and interactive charts for Fidelity® Dividend Growth Fund (FDGFX). In separate transactions, Fidelity will merge four of its investment advisers and two of its broker-dealers. Important note: Investors will not experience a loss from a distribution. Daily Pricing for All Fidelity Funds Performance data shown represents past performance and is no guarantee of future results. Unless set by the customer to pay into a core account, distributions are reinvested and the number of shares in the account will increase. Fidelity boasts of huge mutual fund assets under management and a wide variety of funds, covering a wide spectrum of sectors. Past performance is no guarantee of future results. 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. Fidelity is changing the benchmarks for four actively managed funds on October 1, 2020 and for two passively managed funds on December 1, 2020. 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. Finally, Fidelity… The new benchmarks will better align with each fund’s diversification policy. Since the fund's inception in 1990, FCNTX has averaged more than 12% return, which is a rare feat in the mutual fund … Important legal information about the email you will be sending. Fidelity ETF Name Changes (PDF) ... A mutual fund is a type of … Performance and pricing information on this page is provided by Fidelity. 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… Fidelity Large Cap Core Enhanced Index Fund, Fidelity Large Cap Growth Enhanced Index Fund, Fidelity Series Opportunistic Insights Fund, Fidelity Strategic Dividend & Income Fund, Fidelity Large Cap Value Enhanced Index Fund, Fidelity Series Stock Selector Large Cap Value Fund, Fidelity Stock Selector Large Cap Value Fund, Fidelity Series Intrinsic Opportunities Fund, Fidelity Series Small Cap Opportunities Fund, Fidelity Series Commodity Strategy Fund (FCSSX), Fidelity Large Cap Core Enhanced Index Fund (FLCEX), Fidelity Series Large Cap Stock Fund (FGLGX), Fidelity Growth & Income Portfolio (FGRIX), Fidelity Series All-Sector Equity Fund (FSAEX), Fidelity SAI U.S. Get capital gains estimates for funds with an upcoming distribution. A short-term trading fee of up to 2.00% may apply and is not reflected in the returns shown. Fidelity OTC Portfolio (ticker: FOCPX) The Fidelity OTC fund invests more than 80% of its portfolio in … See actual distributions paid by Fidelity funds this year. Investing involving involves risk, including risk of loss. Contact Fidelity for a prospectus or, if … Fidelity offers over 10,000 mutual funds from dozens of different mutual fund companies and can help you find the right ones for virtually any investment need. * 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. It is a violation of law in some jurisdictions to falsely identify yourself in an email. 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. Copyright 1998-2020 FMR LLC. © 2011 Morningstar, Inc. All rights reserved. Fidelity Fund. Before investing, … This site is for persons in Canada only. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Fidelity Funds Update: Funds Reopened to All Investors (PDF) 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. Manager Sonu Kalra has run the fund since mid-2009. Fidelity Funds update: Fidelity Real Estate Funds Benchmark Changes (PDF) 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). 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. Effective at close of business on March 29, 2019, investors generally are not able to open new accounts in the fund. Performance of Fidelity Focus and Fidelity Core mutual fund model portfolios as of December 31, 2019. Fidelity Capital & Income. This information is given for tax-planning purposes and may not be accurate for tax reporting; please use the tax form statements Fidelity mails early in the year to prepare your tax returns. Exemplifying the resiliency of AlphaProfit's disciplined Fidelity mutual fund … 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 … Mergers of Investment Advisers and Broker-Dealers (PDF) Effective February 1, 2019, Fidelity Small Cap Value Fund (FCPVX) has reopened to all investors. 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 … View reports on what drove performance for over 100 Fidelity Funds last quarter. Past performance may not be repeated. Performance and pricing information on this page is provided by Fidelity. YTD distributions 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. Performance data shown represents past performance and is no guarantee of future results. Estimated capital gains  Funds included in the Domestic Equity category have a majority of their assets invested in U.S. issuers, but may also invest in non-U.S. issuers. The Fidelity Capital & Income Fund (FAGIX) is another balanced fund that … Prospectuses & shareholder reports for all Fidelity Funds   This leaves the total value of the account unaffected by the distribution. Fidelity Funds update: Fidelity Sector ETF Benchmark Changes (PDF) Before investing, consider the fund's investment objectives, risks, charges and expenses. Mutual funds and ETFs sponsored by Fidelity … 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. Read our privacy policy. Fidelity Funds update: Excessive Trading Policy (PDF) Fidelity is amending its excessive trading policy by increasing the $1,000 per trade monitoring threshold to $10,000 for mutual funds. Daily pricing for all Fidelity Funds   Fidelity Advisor Funds Current performance may be higher or lower than that quoted. Fidelity does not review the Morningstar data. Investment return and principal value will fluctuate, so you may have a gain or loss when shares are sold. Fidelity Funds update: Fidelity Select Medical Technology and Devices Portfolio closed to new investors (PDF) Investment return and … These Fidelity retirement funds will help get your Fidelity 401(k) in top performance shape. Fidelity is chock full of good funds that invest in growing companies, and Fidelity Blue Chip Growth is one of its best. Research information including trailing returns and hypothetical growth for Fidelity® Dividend Growth Fund. 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 per-share amount of a distribution is deducted from a fund's net asset value (NAV). View the net asset value (NAV) for all Fidelity Funds as of the last trading date. Fund prices will reflect a NAV reduction when a distribution is paid. Mutual Funds Stocks ETFs ... Fidelity® Balanced FBALX ... 2020. In anticipation of an upcoming merger, the funds will close to most new investors on June 12, 2020 after close of business. Proxy Voting for Shareholders of Fidelity Funds All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. 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. Fidelity Equity Proxy Virtual Meeting Notice (PDF), Fidelity Event Driven Opportunities Fund Virtual Meeting Notice (PDF). Fidelity Investments is one of the largest and oldest mutual fund … Read it carefully. Over the past 10 … Performance and pricing information on this page is provided by Fidelity. 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… By using this service, you agree to input your real email address and only send it to people you know. Discover the performance trends of the Fidelity Capital & Income Fund such as monthly performance, volatility risk and how high yields reward investors. Fidelity Funds update: Securities Lending Program Expansion (PDF). Fidelity Funds update: Fidelity International Small Cap Opportunities Fund closed to new investors (PDF) Actually, Fidelity funds are becoming … 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. 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. Fidelity Funds update: Securities Lending Program Expansion (PDF) Fidelity Funds update: Fidelity Managed Retirement 2005 Fund and Fidelity Simplicity RMD 2005 Fund … All Rights Reserved. Assets under management: $4.9 billion. Contact Fidelity for a prospectus or, if … Performance for periods less than one year are cumulative, not annualized. Before investing, consider the fund's investment objectives, risks, charges and expenses. 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. Current performance … Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Fidelity Funds Update: Fund Soft Closings (PDF) Investors also should not conflate Fidelity’s sizable footprint in the actively managed mutual fund space as meaning Fidelity funds are pricey. Current performance may be higher or lower than that quoted. Total returns include changes in share price and reinvestment of dividends and capital gains, if any. Fidelity Funds Update: Fidelity Event Driven Opportunities Fund Closed to New Investors (PDF) All files may be downloaded electronically. The subject line of the email you send will be "Fidelity.com: ". By using or logging in to this website, you consent to the use of cookies as described in our privacy policy. Before investing, consider the fund's investment objectives, risks, charges and expenses. Fidelity is amending its excessive trading policy by increasing the $1,000 per trade monitoring threshold to $10,000 for mutual funds. 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