And Other FAQs, Second Stimulus Check Update: House Bid for $2,000 Payments Fails (For Now), Mark Your Calendar: 6 Birthdays to Know for Retirement, The Kiplinger Washington Editors, Inc., is part of the Dennis Publishing Ltd. Group.All Contents © 2020, The Kiplinger Washington Editors. Democrats in the House agree. Obviously a trillion-dollar corporation like Microsoft has only so much headroom to grow, while startups that only have regional businesses or a small list of customers can grow exponentially if they hit their stride in the coming years. Fidelity Investments is considered one of the leaders in the financial services industry with a presence in eight countries across North America, Europe, Asia and Australia, and more than 40,000 associates. It even has a handful of international names layered in to represent about 6% of the total portfolio. Moreover, the fund invests in those companies that Fidelity Management & Research Company (FMR) believes have above-average growth potential. Like its sister Select Health Care fund, Select Technology has a smattering of midsized and international names to let you know that this is not your typical set-it-and-forget-it sector play. Fidelity OTC Portfolio (ticker: FOCPX) This five-star Morningstar-rated fund is among the best-performing large growth Fidelity funds in the past … And five different sectors all have allocations of 12% or more at present. Of course, you're relying heavily on the fund manager's expertise on these off-the-beaten trail small-cap stocks. The fund has three-year and YTD returns of 16.5% and 20.5%, respectively. FAGIX is one of the best Fidelity funds for dividends, with a 4.11% yield and a 10-year average return of 7.07%. The Boston-based investment company has $3.3 trillion in assets under management, much of it spread across exchange traded, index and mutual funds, meaning there are plenty of Fidelity funds … After exploring different sizes and sectors, another diversification tactic that could be worth pursuing during a bull market run would be to cast a wider net geographically to take advantage of the true scope of any global economic growth. "Our guiding philosophy is that stocks of high-quality companies that exhibit persistent growth and generate positive free cash flow," according to official FFIDX literature, which results in a portfolio that "can outperform the market over time.". It primarily focuses on acquiring common stocks of both domestic and foreign companies. If all these options leave you a bit lukewarm and you'd rather simply "play the field" instead of picking a specific asset class or relying on a specific active manager, Fidelity does offer a powerful low-cost mutual fund option. From the sensitive sectors, most investments were made in the technology sector. Best Money Market Mutual Funds Fidelity. As the name implies, Fidelity Trend Fund (FTRNX, $126.38) is a mutual fund that is all about chasing the hot corners of the market based on the moment. FIGFX has a Zacks Mutual Fund Rank #1 and an annual expense ratio of 0.99%, which is below the category average of 1.10%. Government money market funds attract conservative investors because they are stable, highly liquid vehicles that carry minimal credit risk. Here's what you need to know about the second stimulus check you'll be getting soon (if …. Managers have about 60% of their assets behind domestic stocks you know and love, and they fill out the rest with international names. It holds cash, CDs, possibly very short term treasuries, etc. While FSPTX is composed of only 60 positions or so, it blankets the sector with popular names such as Apple, as well as picks you might not have heard of yet, such as $8 billion Big Data play Elastic NV (ESTC). Fidelity International Growth Fund FIGFX seeks long-term appreciation of … The research team at FEMKX digs into regions such as China and Latin America to find the very best opportunities in this focused fund of about 90 total holdings, and isn't afraid to go big on the ones it likes. To see how this fund performed compared in its category, and other 1 and 2 Ranked Mutual Funds, please click here. Click to get this free report Get Your Free (FSCSX): Fund Analysis Report Get Your Free (FSAGX): Fund Analysis Report Get Your Free (FIGFX): Fund Analysis Report Get Your Free (FBGRX): Fund Analysis Report Get Your Free (FAOFX): Fund Analysis Report To read this article on Zacks.com click here. Fidelity Select Software & IT Services Portfolio FSCSX fund invests the majority of its assets in companies whose primary operations are related to software or information-based services. Learn more about FRESX at the Fidelity provider site. Money Market Funds and ETFs limit their investment selection to highly liquid instruments, including cash, cash-equivalent securities and high-credit-rating debt-based securities with short-term maturities. Learn more about FCPGX at the Fidelity provider site. The fund ranked in the top 2% of all emerging-market funds with a 33.7% total return in 2019, and it's in the top 10% year-to-date, returning 5.2% to easily trounce a negative category average. Emerging-markets stocks are tricky because they demand a different kind of research than conventional top-down fundamental analysis. 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In other words, even though the fund only holds about 50 names at a time, it will trade in and out of about 140 total investments in a given year. Contrafund is relatively lean, with about 280 total holdings. As has long been its mission, this diversified investment still focuses on large U.S. stocks. And with year-to-date total returns of nearly 25% that easily outperform index funds like the Technology Select Sector SPDR (XLK) and the iShares U.S. Technology ETF (IYW), FSPTX has proven lately that its comparatively higher expense ratio doesn't mean it can't keep up with the cheaper ETFs on Wall Street. The 3 Best Fidelity Mutual Funds for 2020 ... broad-based exposure to the global stock market. These symbols will be available throughout the site during your session. That's the kind of approach deployed by the Fidelity Small Cap Discovery Fund (FSCRX, $19.29) via a streamlined list of just under 80 stocks. 4 Best Funds to Buy Now. Right now, top holdings include familiar Big Tech names that regularly top the other best Fidelity funds on this list. However, one plus is that FSCRX is reasonably diversified with the top five sector allocations of this fund all between 10% and 20% to ensure the assets are spread around instead of concentrated in one corner of the market. The fund has really hit its stride lately since a new manager, John Dance, joined in early 2019. Investment in even top money market funds has slowed ever since the Federal Reserve dropped interest rates. Fidelity may cease to offer any waiver at any time without notice. Moreover, these funds have encouraging three-year and YTD returns. Prime MMMFs have historically offered higher yields than government MMMFs. Specifically, the fund's returns over the three-year and YTD benchmarks are 26.8% and 26.3%, respectively. Find out which funds belong in your r…, Fidelity funds are renowned for their managers' stock-picking prowess. The fund invests the majority of its assets in blue-chip companies. These funds generally have lower levels of risk. This small-cap stock fund has roughly doubled from its 2020 lows, but it has been delivering market-beating performance for far longer. The fund invests the majority of its assets in securities of companies engaged in exploration, mining, processing, or dealing in gold, and to a lesser degree, in silver, platinum, diamonds, or other precious metals and minerals. Fidelity money market funds are an important cog in the wheel of investment products available to you. The reality of … Money Market Funds and ETFs limit their investment selection to highly liquid instruments, including cash, cash-equivalent securities and high-credit-rating debt-based securities with short-term maturities. There's obvious risk in a strategy like this. Learn more about FCNTX at the Fidelity provider site. Researchers at Duke recently assessed 21 comparable funds from Vanguard and Fidelity across multiple attributes. Artsdoctor wrote: ↑ Tue Aug 07, 2018 10:04 pm Fidelity has several institutional money market funds but for the non-institutional investor, the prime money market fund is going to probably be the best … But despite a hefty weighting of almost 32% in tech stocks, it's not that out of sync with other large-cap growth funds on Wall Street. Annual Money Funds Management Expense … With 175 names, FSSMX is well-diversified. Learn more about FWWFX at the Fidelity provider site. Get access to regulatory documents for Fidelity Money Market Funds below. Similarly, MSCI World has about 23% across its bottom five sectors including telecom, real estate, materials, utilities and energy, while Fidelity Worldwide puts a paltry 14% or so here. 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