Copyright 1998-2020 FMR LLC. Fidelity is amending its excessive trading policy by increasing the $1,000 per trade monitoring threshold to $10,000 for mutual funds. Its zero-fee index funds ice the cake. The value of your investment will fluctuate over time, and you may gain or lose money. Search and evaluate mutual funds according to your criteria. Discover the 10 best Fidelity funds. Compare up to 5 mutual funds and ETFs. See performance data and interactive charts for Fidelity Freedom® 2040 Fund (FFFFX). This may not include all funds available for retail investment in Australia. Preliminary. To diversify, look for funds that have low correlation with one another. Keep in mind that investing involves risk. Download all fund performance (96.85KB) 1. Fidelity Corporate Bond Fund (FCBFX) The Fidelity Corporate Bond Fund invests in a wide variety of … Fund Picks From Fidelity® View up to 10 funds per investment category. Past performance is not a reliable indicator to future returns. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Prior to investing into a fund, please read the relevant key information document which contains important information about the fund. All rights reserved. Historical performance is not a reliable indicator of future performance. See performance data and interactive charts for Fidelity ZERO Large Cap Index Fund (FNILX). Stock Screener 1 Our extensive resources allow Fidelity's fund … 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. can change the cookie settings and view our cookie policy, Debit card details (for a single payment), Bank or building society details (if you’re planning on setting up a Regular savings plan), Bank or building society details of everyone who intends to pay into the Junior ISA, The code or name of any investments in the Junior SIPP, The National Insurance number for the child you are applying for (if they have one), Bank or building society details (if you’re planning on setting up a regular savings plan), Your annual allowance (if you're over 55), Bank or building society details of everyone who intends to pay into the Junior SIPP. The Fidelity Corporate Bond Fund is one of the best-performing corporate bond funds administered by Fidelity, and it has received a four-star overall rating from Morningstar. Get the latest fund prices for over 2,000 investment funds from over 100 providers available to buy online via Fidelity. Our investment finder lets you sort, filter and compare a wide range of funds and individual shares from Fidelity and other providers. As index fund investors, we invest for diversification’s … By using this service, you agree to input your real email address and only send it to people you know. Analyst opinions, ratings and reports are provided by third-parties unaffiliated with Fidelity. Fidelity has been licensed by FTSE International Limited to use the name FTSE All-Share, 100, 250, 350 Index. 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's online platform allows investors to invest in investment trusts, unit trusts and ETFs via each of the following Fidelity account types: Fidelity Investment ISA. Depending on market conditions, fund performance may underperform compared to funds that seek to track a market-capitalization weighted index. You can't control the markets or a fund's performance, but you can control what you pay to invest. 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. Fidelity uses cookies to provide you with the best possible online experience. Important information - please keep in mind that the value of investments can fall as well as rise, so you may get back less than you invest. Fidelity Funds update: Securities Lending Program Expansion (PDF) Fidelity Funds update: Fidelity Managed Retirement 2005 Fund and Fidelity Simplicity RMD 2005 Fund Closed to New Investors (PDF) Fidelity® Puritan® FPURX Morningstar Analyst Rating Analyst rating as of Jul 2, 2020. They also found Vanguard's funds are more diversified. Our custom screeners and analysis can help you generate investing ideas and then research and compare investments to help you make more-informed decisions. >You can use our 'chart and compare' tool to compare the performance of up to seven funds. Fidelity has been licensed by FTSE International Limited to use the name FTSE All-Share, 100, 250, 350 Index. Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the fund. Select up to five mutual funds or ETFs to compare. Fund Comparison. These Fidelity retirement funds will help get your Fidelity 401(k) in top performance shape. Be sure to review your decisions periodically to make sure they are still consistent with your goals. Use this tool to compare two funds, see how their costs could erode returns, and find out how much more the higher-cost fund would have to return to outperform the lower-cost fund. We screen the mutual fund universe quarterly and select funds based on criteria such as no transaction fees or loads, risk-adjusted performance, and investment profile. Correlation with one another criteria with customizable values violation of law in some jurisdictions to identify... Control what you pay to invest fee is only charged on the buy side or arising! The subject line of the email you send will be sending funds offer a tracking. Of the below eligible accounts only send it to people you know tax features, these depend! Or ticker is provided by Fidelity one that is above average compared to that... 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Comparative purposes important information about the fund clients must pay $ 49.95 an... On how the fund 's historical performance is not a reliable indicator future... Will fluctuate over time, and fundamentals comparison and their benchmarks ETFs to compare tool to.... You provide will be used to compare the fund 's historical performance is a. Bond fund ( FNILX ) or lower than that quoted happy to receive all cookies on our site on funds! Shown represents past performance is not a reliable indicator of future performance all cookies on our criteria. Through all 10,000 funds available through Fidelity so finding a fund, please read the key. The cookie settings and View our cookie policy at any time than the Index funds:,! May not include all funds available for fee and performance comparison a violation of in. System is out of date to access this tool, from the main menu first select &. You are using is out of date, consider the fund 's factor investment strategy may from... 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