Morningstar Category:Miscellaneous Region Overall Rating Not Available Returns Not Available Expenses Expenses Low Avg High This fund's expenses are rated asAbove Averagebecause they fall between the 60th and 80th percentiles when compared with other funds in the category. ...
This rating is based on a fund's Morningstar Return (its annualized return in excess to the return of the 90-day U.S. Treasury bill over a three-, five-, or ten-year period). The Morningstar Returns in each category are then scored against each other on a bell curve. In each Morn...
Fidelity® Fund has an expense ratio of 0.46 percent. Net Expense Ratio 0.46 Category Average: 1.01%* Management 0.32 Category Average: 0.61%* SEE MORE FFIDX FEES Updated 10/31/23 Risk Risk is Above Average compared to funds in the same category according to Morningstar. Volatility ...
See Fidelity Advisor® Balanced Fund (FAIOX) mutual fund ratings from all the top fund analysts in one place. See Fidelity Advisor® Balanced Fund performance, holdings, fees, risk and other data from Morningstar, S&P, and others.
Morningstar identified 32 best-in-class plans, assigning these programs a Morningstar Medalist Ratings of Gold, Silver or Bronze. The Medalist Rating uses a scale of Gold (highest), Silver, Bronze, Neutral, and Negative (lowest). Plans were rated across four key pillars: People, Process, ...
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The platform also offers extensive third-party research reports, with access to sources like Zacks, Morningstar, and FactSet, ensuring that you can choose the analysis that best fits your trading style. Fund and fixed income research Fidelity excels in fund and fixed-income research, offering to...
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 RatingTMmetric each month by subtracting the return on a 90-day U.S. Treasury Bill from the fund's load-adjusted return for the same period...
The end result? Fidelity’s index fund gave up 0.99% of its return to taxes, while Vanguard gave up just 0.48%. (Source: Morningstar has a great breakdown ofFKSAX’s pre & post tax returnsandVTSAX’s pre & post tax returns)
Fund Research as of January 31, 2025 Breaking News Automotive Industry, Car News and Analysis 15 hours ago Nissan can revive Honda merger talks on one condition The discussions between the auto giants aren't completely dead yet. NSANYHMC ...