Category Archives: Investor Guide to Fidelity Funds

The Investor Guide to Fidelity Funds for June 2018

The Investor Guide to Fidelity Funds for June 2018 is AVAILABLE NOW!  - Links to the June Data Files have been posted below. Market Perspective: The U.S. Economy Keeps Improving - U.S. equities rallied in May and the Russell 2000 Index achieved a new all-time high into the end of earnings season. A...more
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Special Reports for 2018

Below, please find the links for our 2018 Special Reports. The Best ETF for 2018 - The Best Vanguard Fund for 2018 - We will add additional Special Reports for 2018 here as they become available. more
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The Investor Guide to Fidelity Funds for May 2018

The Investor Guide to Fidelity Funds for May 2018 is NOW AVAILABLE! - Links to the May Data Files have been posted below. Market Perspective:  Energy & Technology Rally - The major indexes all moved higher in April following selling in February and March. The Russell 2000 Index gained 0.81 ...more
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The Investor Guide to Fidelity Funds for April 2018

The Investor Guide to Fidelity Funds for April 2018 is AVAILABLE NOW! - Links to the April Data Files have been posted below. Market Perspective: Labor Rates Continue to Improve - The Russell 2000 Index gained 1.12 percent in March’s turbulent equities market. The dip in stocks in late March ...more
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The Investor Guide to Fidelity Funds for March 2018

The Investor Guide to Fidelity Funds for March 2018 is AVAILABLE NOW! - Links to the March Data Files have been posted below. Market Perspective: Stock Recover After Volatility Surge - The major indexes were all briefly down 10 percent from their all-time highs amid a surge in volatility. Equities ...more
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The Investor Guide to Fidelity Funds for February 2018

The Investor Guide to Fidelity Funds for February 2018 is  AVAILABLE NOW! - Links to the February Data Files have been posted below.   - Market Perspective: Mergers & Acquisitions Boost Biotech Funds - Equities enjoyed the best January since 1997. The Nasdaq led with an increase of 7.36 ...more
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The Investor Guide to Fidelity Funds for January 2018

The Investor Guide to Fidelity Funds for January 2018 is Now Available CLICK HERE! - Links to the January Data Files have been posted below. Market Perspective:  Will Energy Rebound in 2018? - The Nasdaq gained 28.24 percent in 2017 (before dividends), its best performance since 2013. The S&P...more
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The Investor Guide to Fidelity Funds for December 2017

The Investor Guide to Fidelity Funds for December 2017 is NOW AVAILABLE!  - Links to the December Data Files have been posted below. Market Perspective: Personal Income and Consumer Spending Increase  - The Dow Jones Industrial Average rallied 3.83 percent to lead all major indexes. Financials ...more
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The Investor Guide to Fidelity Funds for November 2017

The Investor Guide to Fidelity Funds for November 2017 is Now Available! - Links to the November Data Files have been posted below. Market Perspective:  Consumer Confidence Highest Since 2000 - Strong Dow component and tech earnings led equities higher throughout the month of October. Energy prices...more
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The Investor Guide to Fidelity Funds for October 2017

The Investor Guide to Fidelity Funds for October 2017 is Now Available! - Links to the October Data Files have been posted below. Market Perspective: Banks & Small Caps Rally - Stocks hit new all-time highs in September. Second-quarter GDP growth was revised higher to 3.1 percent in September, ...more
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