What's Fueling Fidelity's Rebound?

Davis, Christopher
July 2009
Morningstar Fund Family Reports: Fidelity;Jul2009, Issue 74, p1
Trade Publication
The article presents an analysis on the performance of Fidelity Investments' equity funds in the U.S. It cites that about 70% of its funds have beaten category averages as of June 2009 after low performance in 2008 caused by taking too much risk. It also examines the impact of the way Fidelity managers invest in stocks with moats.


Related Articles

  • Performance Wrap.  // Morningstar Fund Family Reports: Fidelity;Jul2009, Issue 74, p15 

    The article discusses the financial performance of the equity funds from Fidelity Investments worldwide in 2009. It cites that there is a 36% increase in Fidelity Emerging Markets as well as a 40% increase in Japan Smaller Companies. However, the Fidelity Spartan Long-Term Treasury Index and its...

  • Featured Funds.  // Morningstar Fund Family Reports: Fidelity;Jul2009, Issue 74, p3 

    The article presents an analysis on several Fidelity Investments funds in the U.S. It presents an overview of the funds, which include the Fidelity Spartan International Index Inv fund, the Fidelity International Discovery fund and the Fidelity Overseas. Several charts that depict their...

  • The Best of Fidelity's Brokerage Platform. Lefkovitz, Dan // Morningstar Fund Family Reports: Fidelity;Jul2009, Issue 74, p1 

    The article examines the brokerage platform of Fidelity Investments in the U.S. It discusses several of Fidelity's good funds in the large capitalization space such as Dividend Growth, Capital Appreciation and Equity Income. It also looks into Fidelity's available no transaction fee (NTF) funds...

  • Oakmark Global Select Joins the FundInvestor 500. Kinnel, Russel // Morningstar FundInvestor;Mar2007, Vol. 15 Issue 7, p23 

    This article offers information on changes to the Morningstar FundInvestor 500. Oakmark Global Select was added into the portfolio. The fund was launched in October 2006, it combines two focused portfolios with a target of 20 stocks for the entire fund. Currently, the fund has an even...

  • Fidelity Brokerage Assets Climb 2%.  // American Banker;7/25/2008, Vol. 173 Issue 143, p7 

    This article reports that Fidelity Investments' brokerage had a two percent growth in client assets during the second quarter of 2008. However, net new client assets, as well as sales of Fidelity and third-party mutual funds and individual securities went down. As of June 30, 2008, Fidelity was...

  • The Best Funds for 2009. Gogerty, Andrew // Morningstar Fund Family Reports: Fidelity;Jul2009, Issue 74, p13 

    The article cites the considered best funds in the U.S. in 2009. These include the Fairholme (FAIRX) fund, the T. Rowe Price Blue Chip Growth (TRBCX) fund, the Sound Shore (SSHFX) fund and the Brandywine (BRWIX) fund. Information about each fund including their performance and their role in...

  • Long-term performers stay in front. ADAM LEWIS Editor, Fund Strategy // Fund Strategy;4/9/2012, p23 

    The article offers information on the performance of the investment trusts in Great Britain in 2012. It states that a research revealed that the largest outperformers were the British Small Cap and British Growth sectors, which beat their open-ended counterparts by 9.4 percent and 4.4 percent...

  • FIDELITY ADVISOR TECHNOLOGY FUND. Kalra, Sonu // Bank Investment Consultant;Nov2003, Vol. 11 Issue 11, p40 

    Features the investment outlook and sales focus of Sonu Kalra, portfolio manager of Fidelity Advisor Technology Fund. Situation of the mutual funds in the year 2002; Strategy employed to stay ahead of the curve on changes in demand; Target market of the products offered by the company.

  • The Dividend Builder Portfolio. Peters, Josh // Morningstar DividendInvestor;Mar2008, Vol. 4 Issue 2, p2 

    The article discusses the significance of the Builder Portfolio in managing financial risk and forecasting potential growth in investments. It explores the financial performance of different sectors in the market and determines the stock's activity for 2007 and 2008. Several charts which depict...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics