Seeks reasonable income. The fund will also consider the potential for capital appreciation. Strategy Normally investing at least 80% of assets in equity securities by allocating assets among four general investment categories: common stocks, REITs and other real estate related investments, convertible ...
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The fund is part of Morningstar’s Mid-Cap Growth category. In recent years, it has delivered returns less than one percentage point ahead of the category average. The fund has returned -3.58 percent over the past year and 11.54 percent over the past three years. The fund launched in 19...
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Use our fund screener to discover other asset types. Go to the Funds Screener Profile and investment Fund typeSICAV Income treatmentAccumulation Morningstar categoryChina Bond IMA sector-- Launch date08 Dec 2011 Price currencyCNY DomicileLuxembourg ...
Fund typeSICAV Investment style (stocks)Market Cap: Mid Investment Style: Blend Income treatmentAccumulation Morningstar categoryOther Equity IMA sector-- Launch date11 May 2023 Price currencyUSD DomicileLuxembourg ISINLU2536453777 Manager & start date ...
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...
PORTFOLIO MANAGER Q&A | AS OF MARCH 31, 2024 Fidelity Freedom® Index Funds Key Takeaways • For the fiscal year ending March 31, 2024, the Investor Class shares of each Fidelity Freedom® Index Fund posted a return ranging from 5.98% for Fidelity Freedom® Index Income Fund to 19.87...
Fidelity does not review the Morningstar data and, for mutual fund performance, you should check the fund's current prospectus for the most up-to-date information concerning applicable loads, fees and expenses. % Rank in Morningstar Category is the fund's total-return percentile rank relative ...
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