The Fidelity Capital & Income Fund (FAGIX) is another 5-star balanced fund that is tilted much more heavily toward bonds, with roughly 75% of the portfolio weighted to a bond allocation. The fund provides a good mix of growth and income. The market risk is higher than that of a pure ...
Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Discover actionable insights today.
Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Discover actionable insights today.
Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Discover actionable insights today.
FTEC Fidelity MSCI Information Technology Index ETF Equity $12,462,600 20.9% 231,329.0 $173.00 -3.30% IGV iShares Expanded Tech-Software Sector ETF Equity $7,101,190 12.5% 3,335,694.0 $91.26 -2.57% CIBR First Trust NASDAQ Cybersecurity ETF Equity $6,891,040 11.9% 566,500.0 $60.13 -...
BNDI offers broad bond market exposure while CSHI focuses on ultra-short duration bonds. HYBI uses a “fund of funds” approach to invest in U.S. high yield and investment-grade bonds. See also: The Tax Implications of Your Short-Term Investments Add Layers of Tax Efficiency to Your ...
We now provide research reports and Morningstar Analyst Ratings for approximately 5,100 funds globally, including active, passive, multi-asset, ETF, and closed-end fund strategies. We also offer qualitative research and ratings on alternative funds, state-sponsored college savings plan portfolios, ...
美国大盘混合股(US large-cap blend)7月资金外流规模最大,为6.61亿英镑。该类别在 5月和6月有资金流入,但7月遭遇了投资者再次净赎回。 全球公司债券(global corporate bond)和股票医疗保健基金(equity healthcare)都规模较小,但在7月最受欢迎,资金流入最高。上述类别的主要流向各自最大的指数产品:iShares ESG海...
8月，在资产排名前十的基金集团中，大多数基金都出现了资金外流。其中Baillie Gifford净赎回额最高，达5.37亿英镑。7月，BlackRock经历了自2018年以来最大的一次赎回，虽然8月有所放缓，但投资者仍赎回了4.34亿英镑。只有三个基金集团实现了资金净流入：Fidelity（1.81亿英镑）、Legal & General（6200万英镑）...
it comes to investing in bond funds for 2025. tony dong dec. 2, 2024 top fidelity funds for retirement here's a look at the top-performing fidelity mutual funds of the past decade. tony dong nov. 25, 2024 fidelity mutual funds to buy and hold investing for the long term? these ...