Fidelity® VIP Contrafund® PortfolioInvestment RiskEach investment option has varying degrees of risk depending on the investments and investment strategies used. See the applicable underlying fund prospectus for more completeinformation regarding investment risks.Benchmark...
Research professionals include portfolio managers, research analysts and research associates. 2. Highly rated funds are defined as those funds that have a 4- or 5-Star Morningstar rating. For each fund, Morningstar calculates a Morningstar RatingTM metric each month by subtracting the return on...
Model Portfolio Annualized Returns DEC. 1993 to DEC. 2023 Fidelity Agg. Growth17.8% Fidelity Growth14.6% ETF Agg. Growth17.5% ETF Growth14.3% No-Fee Growth (inc. 2009)10.9% S&P 50010.1% Stock Recommendation Returns DEC. 2013 to DEC. 2023 ...
(Fidelity Sector Equity Business Cycle Model Portfolio),这两类组合的资产配置情况如下,其 中富达多元资产商业周期组合是以 60%的权益资产和 40%的固收资产作为中枢,根据商 业周期的变化来调整主要资产类别和行业之间的权重配置,而富达权益资产商业周期组 合则是 98%的权重都投资于权益资产,且集中于美股的投资,...
Fidelity Advisor® Semiconductors Fund 46.87% 1-YEAR Technology FGDMX Fidelity® Select Communication Svcs Port 34.88% 1-YEAR Communications Highest Returns in Financial1 YEAR Gabelli GlobalFinancial Services FundGFSIX Fidelity® Select Insurance PortFSPCX ...
Portfolio Composition By Market China (84.30%) Hong Kong (6.80%) Netherlands (3.40%) CASH (2.60%) Kazakhstan (1.30%) United States (1.00%) Norway (0.60%) By Sector CONSUMER DISCRETIONARY (27.20%) FINANCIALS (14.00%) CONSUMER STAPLES (10.20%) ...
Some investors use money market funds to save for short-term goals or emergencies, or as a low-volatility allocation in their portfolio of stocks and bonds. Some investors choose a government money market fund as the core position in a brokerage account to receive or make recurring payments, ...
fund receivables, fund payables, and offsets to other derivative positions, as well as certain assets that do not fall into any of the portfolio composition categories. depending on the extent to which the fund invests in derivatives and the number of positions that are held for future ...
Role in Portfolio Morningstar calls the fund a "core" holding. Management The fund has manager tenure in its favor: O’Neil, who joined Fidelity in 1990, has been lead manager since 2004. He manages a number of other fixed-income funds at the firm. Co-manager Matthew Conti, who ha...
Company1 year changePortfolio weightShort allocationLong allocation Charming Light Investments Ltd 5.5%--4.09% 2 Year Treasury Note Future Mar 25---3.98% United Overseas Bank Ltd. 4.5%--3.34% Prologis, L.P. 3.5%--2.84% China Development Bank 3.12%--2.28% ...