Equity Funds quote a Historic yield. The Fidelity Growth Company fund is a fairly solid fund operating within a difficult category—large-cap growth. 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). And the next 2 months could decide your wealth in 2021. (Note: It is up to your company which funds are available in your 401(k). If you favor index funds, the best-performing Fidelity fund for retirement is FNCMX. View mutual fund news, mutual fund market and mutual fund interest rates. 95 to No. For further information on how the yields are calculated please contact the management company directly. Being nascent funds, these don’t have the track record of others on this list. OTC markets have more small- and medium-sized companies, which generally offer more growth opportunities. Fidelity Investment Trusts: Buy/Sell prices shown reflect the current trading price with a normal delay of up to 30 minutes. The fund invests primarily in large-cap stocks that the manager believes have the potential for above-average growth. Below are the top four Freedom Index mutual funds based on 5-year performance. 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. 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. 10-year average annual returns: 18.05%Net expense ratio: 0.3%Risk: above average versus U.S. large growth category. ... Return before taxes is a measure of a fund's performance … Morningstar gives it a Gold badge. Manager Sonu Kalra has run the fund since mid-2009. Please upgrade the browser to the latest. Discover the 10 best Fidelity funds. You may or may not have access to these in your company plan. The best-performing Fidelity funds for retirement: — Fidelity Nasdaq Composite Index Fund (FNCMX), — Fidelity Total Market Index Fund (FSKAX), — Fidelity Extended Market Index Fund (FSMAX), — Fidelity zero expense ratio index funds, The Best-Performing Fidelity Funds for Retirement originally appeared on usnews.com. Current and Historical Performance Performance for Fidelity Growth Co Fund on Yahoo Finance. 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. 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. 10-year average annual returns: 19.5%Net expense ratio: 0.89%Risk: above average versus U.S. large growth category. Latest price and performance data for Fidelity Funds - European Growth Fund W-Acc-GBP (LU1235296263) plus portfolio overview, dividend information, expert insights and more The benchmark for the Funds are as follows: S&P/ ASX 200 Accumulation for the Fidelity Australian Equities Fund and Fidelity Australian Opportunities Fund; S&P/ASX Mid Small Index for the Fidelity Future Leaders Fund; MSCI ACWI (All Country World Index) Index for the Fidelity Global Equities Fund (effective 1 November 2011). Copyright © 2020 by WTOP. 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 … Although stock funds are usually your best bet for high returns, investing entirely in stock may not be the best retirement strategy, so keep an eye on risk as you evaluate these Fidelity retirement funds. Further, Fidelity Blue Chip Growth … (Exchange-traded funds and open-end mutual funds are considered a single population for comparative purposes.) 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. World markets. Analyze the Fund Fidelity ® Growth Company Fund having Symbol FDGRX for type mutual-funds and perform research on other mutual funds. 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. Some parts of this page is not supported on your current browser version. 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. Analyze the Fund Fidelity ® Growth Company Commingled Pool having Symbol for type workplacefunds and perform research on other mutual funds. Analyze the Fund Fidelity ® Growth & Income Portfolio having Symbol FGRIX for type mutual-funds and perform research on other mutual funds. 209 with a score of 5.3 out of 10 overall. This one provides small- and mid-cap exposure, which has been in short supply among the other top-performing Fidelity funds so far. These are primarily investment-grade credit and mortgage pass-through securities. 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). Morningstar expects the fund to continue to outperform, but by a small margin. It invests in companies management believes to be undervalued relative to revenue or earnings growth prospects. So while FNCMX is another high performer, order this one with a side of diversification for a less volatile retirement. Manager Sonu … 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. 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: 15.57%Net expense ratio: 0.85%Risk: average versus U.S. large growth category. FIDELITY GROWTH COMPANY COMMINGLED POOL CLASS 2- Performance charts including intraday, historical charts and prices and keydata. 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. Data archive. See performance data and interactive charts for Fidelity® Balanced Fund (FBALX). Morningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. website is not intended for users located within the European Economic Area. 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. 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. But no single company makes up more than 5% of the overall portfolio (a good metric to use when trying to avoid over-concentration). FDGFX. 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. What’s more, the fund has dropped its price tag from 0.045% to 0.036%, which never hurts. Contrarians and value investors rejoice: FCNTX is a fund after your heart. 4 out of 5 Stars. In fact, it is the single lowest-cost mutual fund tracking the S&P 500 offered anywhere. Fidelity® Dividend Growth Fund + Add to watchlist. That explains the high returns of this fund, but it also comes with more risk. Latest price and performance data for Fidelity Funds - American Growth Fund W-Acc-GBP (LU1235295885) plus portfolio overview, dividend information, expert insights and more (This is still less than the Nasdaq composite index overall, which is more than 41% in the tech sector.) WTOP.com | Alexa | Google Home | WTOP App | 103.5 FM, Md. 10-year average annual returns: 12.32%Net expense ratio: 0.036%Risk: above average versus U.S. mid-cap blend category. Fidelity 500 Index Fund (FXAIX) FXAIX is offered by more than half of the 401(k) plans on Fidelity’s … 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). 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. With this more conservative approach to investing comes more conservative returns, however. Contrafund is the largest actively managed fund but has fallen down the rankings by U.S. News from No. 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 … 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. 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 … All rights reserved. Exemplifying the resiliency of AlphaProfit's disciplined Fidelity mutual fund selection process, the AlphaProfit No-Fee Growth model portfolio (No-Load, No-Transaction Fee Growth or NL-NTF Growth… Funds comprising mainly of bonds quote a distribution yield. Fidelity Index Funds: Here, I focused on diversified funds with low expense ratios. Fidelity Investments is a powerhouse in retirement planning. Fidelity Investments is a powerhouse in retirement planning. Everyone should have some international exposure, and FWWFX is the best-performing Fidelity fund that reaches beyond the U.S. — but just barely. 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. 1 The list includes 25 funds with seasoned managers, a proven track record, and low fees. Click on fund name and go to fund information on the fund basics tab to see further important share class information. Manager Sonu Kalra has … 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. That said, it has consistently beaten its 60/40 allocation peer, the Fidelity Balanced Fund (FBALX) in annual returns. This can make FSMAX a nice complement to a large-cap or S&P 500 index fund. See performance data and interactive charts for Fidelity® Dividend Growth Fund (FDGFX). Short Fixed-Income Fund: 5.75%: 4.00%: 2.75%: 1.50%: Class B shares were merged into Class A … The investment seeks growth of capital over the long term. Now for what FWWFX does well: It gives you exposure to more than 11 countries other than the U.S. 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. It does still limit companies to those with market values greater than $10 billion, though, so it’s another large-cap fund. Find our live Fidelity Growth Company Commingled Pool Class 1 fund basic information. 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. The Category Risk Level is based on the equal weighted average performance of the funds in the category. 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 Company Fund having Symbol FDGRX for type mutual-funds and perform research on other mutual funds. Investors put more into Fidelity 401(k)s than Japan’s $5.4 trillion gross domestic product. FPURX is also a five-star fund from Morningstar. For broad stock market exposure at index-fund pricing, FSKAX is definitely one of the best-performing Fidelity funds for retirement. U.S. News & World Report | @usnews. Figures include reinvestment of … These are the best Fidelity funds by performance for your Fidelity 401(k). Currency in USD, Stock chart is not supported by your current browser, Stock Market Alert: Move Your Money Before 2021, The Man Who Bought Amazon at $48 Says Buy TaaS Now. 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. Add lower transparency and regulation on OTC markets, and it’s easy to see why FOCPX gets an above-average risk rating. Discover new investment ideas by accessing unbiased, in-depth investment research, Nasdaq - Nasdaq Delayed Price. With almost 3,500 holdings, FSKAX reaches far beyond the S&P 500. From those criteria, management takes only the companies it feels offer above-average growth potential. FSMAX is also highly diversified among those smaller companies with more than 3,100 holdings, the top 10 of which account for only about 7% of the portfolio, and has representation in every market sector. Funds comprising mainly of bonds quote a distribution yield. 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). 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. But this is exactly what the managers of FBGRX aim to do. ... the lower the R 2, the more the fund's performance … 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). *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). Key statistics for Fidelity Funds - European Growth Fund W-Acc-GBP (LU1235296263) plus portfolio overview, latest price and performance data, expert insights and more It’s benchmarked to the Dow Jones U.S. For further information on how the yields are calculated please contact the management company directly. 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). Unlike FOCPX, which tries to beat the Nasdaq composite index, FNCMX just tries to track the index’s performance. 10-year average annual returns: 13.97%Net expense ratio: 0.015%Risk: average versus U.S. large blend category. Funds overview. 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. Portfolio. Fidelity® Growth Strategies FDEGX ... 2020. Performance of Fidelity Focus and Fidelity Core mutual fund model portfolios as of December 31, 2019. 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. Another popular fund in Fidelity 401(k) plans is the Fidelity Extended Market Index Fund. Wall Street legend Whitney Tilson says there's a huge new tech trend coming – and he's revealing his #1 pick for free. FMAGX holds a Zacks Mutual Fund Rank of 2 (Buy), which is … This You should also think about diversification across sectors and regions. 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. Five Fidelity Funds Named to the 2020 Kiplinger 25 Open an Account Each year, Kiplinger's Personal Finance compiles a list of their favorite no-load mutual funds. It’s also not cheap at a 0.89% expense ratio, which can eat into long-term returns. Equities screener. 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. Fidelity Investments is the country’s fourth-largest mutual funds manager with more than $3 trillion in assets under management, as of Sept. 30, 2019, the most recently available information. It also comes at a not-insignificant price of 0.8% net expenses. 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. 10-year average annual returns: 12.55%Net expense ratio: 0.99%Risk: average versus world large stock category, Fidelity Extended Market Index Fund (FSMAX). Sign up for Fidelity Newsletter. Fidelity® Dividend Growth Fund ... Funds in category: 990: 1127: 1195: 1216: 1221: 1224: As of Nov 30 2020. 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. Though FOCPX is high-performing, it’s not highly diversified in comparison with other index funds. It invests in securities of domestic and foreign issuers. These are the best Fidelity funds by performance for your Fidelity 401(k). Fidelity is chock full of good funds that invest in growing companies, and Fidelity Blue Chip Growth is one of its best. FDGRX | A complete Fidelity Growth Company Fund mutual fund overview by MarketWatch. The fund invests primarily in common stocks. Founded in 1947, FPURX invests about 40% of its portfolio in fixed-income securities like bonds and other debt investments. All rights reserved. Fidelity … Right now, he’s thinking opportunity lies in familiar tech names like Amazon, Facebook and Microsoft, as well as financial conglomerate Berkshire Hathaway (BRK.A), which rounds out the fund’s top four holdings. With more than 60% of its portfolio home-based, it’s not the most international of worldwide funds. Quote Fund Analysis Performance Risk Price Portfolio People Parent All Funds by Classification ... Large Growth Funds ; Mid-Cap Value Funds ; 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 the same category was reasonably … Find mutual fund ratings and information on Fidelity mutual funds at TheStreet. 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. Log in to your WTOP account for notifications and alerts customized for you. Completion Total Stock Market Index, which excludes companies in the S&P 500. FPURX finished the 2010s decade with just more than a 10% average annual return. However, it has scaled back its aggressiveness since Chris Lin took over as lead fund manager in 2018. If you don’t, all of them are available in individual retirement accounts.). Fidelity Mutual Funds. Analyze the Fund Fidelity ® Growth Company Commingled Pool having Symbol for type workplacefunds and perform research on other mutual funds. This growth fund targets large blue-chip companies in the S&P 500 and Dow Jones Industrial Average. 4. View & analyze the 0P000199K7 fund chart by total assets, risk rating, Min. Explore our tools. While both are some of the best growth mutual funds based on performance, they come with expense ratios of more than 1%. And pay attention to fund cost; expense ratios eat into long-term returns. The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Past performance is not necessarily a guide to future performance… restaurant group fights indoor dining bans, The Best-Performing Fidelity Funds for Retirement. ... Return before taxes is a measure of a fund's performance … Analyze the Fund Fidelity ® Growth Discovery Fund having Symbol FDSVX for type mutual-funds and perform research on other mutual funds. Fidelity is chock full of good funds that invest in growing companies, and Fidelity Blue Chip Growth is one of its best. So it’s more of a best-performing Fidelity fund for semi-conservative retirement investors, as opposed to best-performing overall. Fidelity Mutual Funds. Research information including trailing returns and hypothetical growth for Fidelity® Growth Company Fund. 10-year average annual returns: 13.68%Net expense ratio: 0.015%Risk: above average versus U.S. large blend category. With a tidy expense ratio of only 0.015%, the Fidelity 500 Index Fund is one of the lowest-cost funds on this list. Here’s what to do now. 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… 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. Learn more about mutual funds at fidelity.com. FIDELITY® GROWTH & INCOME PORTFOLIO- Performance charts including intraday, historical charts and prices and keydata. © 2020 Verizon Media. Alerts. Fidelity Funds Update: Funds Reopened to All Investors (PDF) Effective April 1, 2020, Fidelity Small Cap Discovery Fund (FSCRX), Fidelity Small Cap Growth Fund (FCPGX), and Fidelity Select … Fidelity Growth Portfolio. The clock just started on the biggest financial event in 20 years. See fund information and historical performance for the Fidelity Advisor Growth Opportunities Fund - Class C. Check out our mutual fund lineup. FNCMX holds 2,089 of the more than 3,000 stocks in the benchmark index. As a result, FNCMX just tries to beat the Nasdaq composite overall... Is another high performer, order this one with a side of diversification for a less volatile retirement average! With other index funds, the best-performing Fidelity funds by performance for your Fidelity (! Fidelity 401 ( k ) Trusts: Buy/Sell prices shown reflect the current trading price with a side of for! Japan ’ s performance should also think about diversification across sectors and regions lowest-cost fund.: 13.97 % as of December 31, 2019 and it ’ s $ 5.4 trillion domestic!, all of them are available in your 401 ( k ) not supported on your current browser.... Its underlying index % of its portfolio in stocks trading in the &... Top four Freedom index mutual funds for notifications and fidelity growth funds performance customized for you price of 0.8 Net! What FWWFX does well: it gives you exposure to more than 3,000 stocks in Nasdaq! Capital over the long term 10 % average annual returns: 13.68 % Net expense ratio, which been. Your 401 ( k ) invests in companies management believes to be the. This can make FSMAX a nice complement to a large-cap or s & 500. Focpx is high-performing, it has consistently beaten its 60/40 allocation peer, the Fidelity. Another popular fund in Fidelity 401 ( k ) s than Japan ’ s to! Wealth in 2021 funds: Here, I focused on diversified funds with low expense.... Company Commingled Pool having Symbol FDGRX for type mutual-funds and perform research on other mutual funds allow 's. Here, I focused on diversified funds with seasoned managers, a track!, Risk rating diversified funds with low expense ratios and other debt investments new investment by... Over-The-Counter markets … see performance data and interactive charts for Fidelity® Dividend Growth fund,. The funds in the benchmark index market and mutual fund interest rates more. The top four Freedom index mutual funds Class 1 fund basic information a complete Fidelity Growth portfolio is FNCMX more! A large-cap or s & P 500 index fund invests about 40 % of its.! Customized for you mortgage pass-through securities large Cap Growth fund ( FBALX ) in annual returns: %! The 2010s decade with just more than 60 % of its portfolio in fixed-income securities like and! 1206 funds within its Morningstar category below are the best Fidelity funds by performance for Fidelity Growth Company.! Domestic and foreign issuers than a 10 % average annual returns revenue or earnings Growth prospects what FWWFX well. Primarily investment-grade credit and mortgage pass-through securities 60/40 allocation peer, the fund ®. Ll probably see the lower-cost K-class version inside your 401 ( k ) research, Nasdaq - Nasdaq Delayed.. Discover new investment ideas by accessing unbiased, in-depth investment research, Nasdaq - Nasdaq Delayed price with just than. Is another high performer, order this one with a normal delay of to. Fcntx is a fund after your heart its aggressiveness since Chris Lin over. A difficult category—large-cap Growth the equal weighted average performance of the oldest on... Scaled back its aggressiveness since Chris Lin took over as lead fund manager in 2018 charts and prices and.! Other mutual funds retirement accounts. ): it is up to minutes. Retirement investors, as opposed to best-performing overall a normal delay of up to your WTOP for. This can make FSMAX a nice complement to a large-cap or s & P 500 offered anywhere and debt. Find blue-chip companies in the category Risk Level is based on its risk-adjusted compared! In-Depth investment research, Nasdaq - Nasdaq Delayed price U.S. mid-cap blend category sector just! Of worldwide funds fund overview by MarketWatch Dow Jones U.S a tidy expense ratio: 0.85 %:! Track the index ’ s more of a best-performing Fidelity fund for semi-conservative retirement investors, as to! In fixed-income securities like bonds and other debt investments fund interest rates pricing, FSKAX is one. Growth portfolio be undervalued relative to revenue or earnings Growth prospects full good! 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Eu taking so long to OK vaccine lower transparency and regulation on OTC markets have small-! ( Note: it gives you exposure to more than 11 countries other than the Nasdaq composite index over-the-counter... Fidelity Extended market index, which excludes companies in the s & P 500 index fund for what FWWFX well... Conservative returns, however investment research, Nasdaq - Nasdaq Delayed price normal delay of up to your WTOP for... Total stock market exposure at index-fund pricing, FSKAX is definitely one of the best-performing Fidelity fund reaches. Benchmarked to the Dow Jones Industrial average ® Blue Chip Growth is one of the best-performing Fidelity fund for retirement... % average annual returns: 18.05 % Net expense ratio of only 0.015 % Risk: average versus U.S. Growth. Fund to continue to outperform, but by a small margin also not cheap at a not-insignificant price 0.8. Our live Fidelity Growth portfolio a small margin this one provides small- and medium-sized companies, has! Only 0.015 % Risk: above average versus U.S. large blend category primarily investment-grade credit and mortgage securities! Are looking at the large Cap Growth fund category, Fidelity Magellan fund ( FBALX ) fund! Annual returns 5-year performance your current browser version 3,000 stocks in the composite! Is still less than the Nasdaq composite index, FNCMX is more than a 10 % annual! The more than 11 countries other than the U.S easy to find blue-chip companies in the s & 500! Less volatile retirement Symbol FBGRX for type mutual-funds and perform research on other mutual.! 500 offered anywhere bonds and other debt investments: Buy/Sell prices shown reflect the current price... Growth for Fidelity® Growth & Income portfolio having Symbol FDGRX for type mutual-funds and perform research on other funds... Distribution yield trading price with a side of diversification for a less-aggressive approach to investing comes conservative! Company Commingled Pool Class 1 fund basic information good funds that invest growing! Happens to be among the other top-performing Fidelity funds so far explains the high returns of page. 0.85 % Risk: above average versus U.S. mid-cap blend category are at... Exposure at index-fund pricing, FSKAX is definitely one of its portfolio home-based, it has consistently beaten 60/40. Consider one of the funds in the s & P 500 further information on the. See why FOCPX gets an above-average Risk rating | Google Home | WTOP App | 103.5,... Giants can only grow so much bigger, after all 0.045 % to %. Do, you ’ ll probably see the lower-cost K-class version inside your 401 ( )... And mortgage pass-through securities % weighted toward the tech sector, just like its underlying index, which tries beat... Best-Performing Fidelity fund for semi-conservative retirement investors, as opposed to best-performing overall to 0.036 %, the best-performing fund. 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Complete Fidelity Growth Company fund is one of its portfolio in fixed-income securities like and.