Overall Rating Out of 1,276 funds Morningstar has awarded this fund 3 stars based on its risk-adjusted performance compared to the 1276 funds within its Morningstar Category. How is it determined? The Overall Morningstar RatingTMfor a fund is derived from a weighted average of the performance...
Zero account minimums and zero account fees apply to retail brokerage accounts only. Expenses charged by investments (e.g., funds, managed accounts, and certain HSAs) and commissions, interest charges, or other expenses for transactions may still apply. See Fidelity.com/commissions for further ...
Fidelity offers thousands of investments spanning nearly every asset class. Choose to invest with Fidelity for a $0 minimum investment amount and no account management fees. Read our expert review for more pros, cons and services.
Fidelity Investments is the country’s fourth-largest mutual funds manager with more than $4.3 trillion in assets under management, as of March 31, 2022, the most recently available information.1Fidelity serves 40 million individual investors across more than 500 mutual funds and ETFs. The quality...
This fund scoredHighbecause it delivered returns that were in the top 10% when compared to other funds within its Morningstar category over a 3-year period. How is it calculated? This rating is based on a fund's Morningstar Return (its annualized return in excess to the return of the 90...
35% of total assets in any industry that accounts for more than 20% of the Hong Kong, Taiwanese, and Chinese market. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments...
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 a 90-day U.S. Treasury Bill from the fund's load-adjusted return for the same peri...
Fidelity Investments is a brokerage established in 1946 with its headquarters in Boston, Massachusetts. It manages one of the world’s most prominent asset funds with over $4.5 trillion and around 40 million individual investors. According to numerous clients, it offers great service when it comes...
Fidelity Review: Zero Index Funds In 2018, Fidelity became the first brokerage to offer0% expense ratio funds. It also doesn’t require a minimum investment. For many people, those two things are the real headline. Not even Vanguard, recognized as the leader in low-cost index fund investing...
(if multiclass). you may own another share class of the fund with a different expense structure and, thus, have different returns. to learn more or to obtain the most recent month-end or other share-class performance, visit fidelity funds | mutual funds from fidelity investments , financial...