Category Archives: Investor Guide to Fidelity Funds

The Investor Guide to Fidelity Funds for September 2017

The September Issue of the Investor Guide to Fidelity Funds is AVAILABLE NOW!  - Links to the September Data Files have been posted below. Market Perspective: Major Hurricanes Will Impact Sector Performance - Hurricane Harvey has devastated the Houston area, with some parts seeing 50 inches of rain...more
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The Investor Guide to Fidelity Funds for July 2017

The July Issue of the Investor Guide to Fidelity Funds is AVAILABLE NOW!  - Links to the July Data Files have been posted below. Market Perspective: Financials and Healthcare Look to Secure Leadership - Over the first five months of 2017, technology stocks have outpaced the rest of the market by a ...more
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Special Reports for 2017

Below please find links to all of the Special Subscriber Reports for 2017: - Our Latest Reports are Available for Download Now: - The Best Fidelity Fund for 2017 - The Best Vanguard Fund for 2017 - The Top 5 Funds for 2017 -   - I hope you find value in our Special Reports. Should you have ...more
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Special Report: Attractive Charles Schwab Mutual Funds and ETFs You Should Consider.

There has been a substantial increase in the mutual funds and ETFs available over the past 10 years. Investors have benefited in numerous ways. With an increase in options, fund companies have been forced to reduce their management fees. Now we can purchase index funds for 0.05 percent or less. A ...more
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The Investor Guide to Fidelity Funds for August 2017

The August Issue of the Investor Guide to Fidelity Funds is AVAILABLE NOW! - Links to the August Data Files have been posted below. Market Perspective: Protect Your Portfolio from Interest Rate Sensitivity - Technology stocks recovered from June losses to help lead the market higher. Fidelity ...more
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The Investor Guide to Fidelity Funds for June 2017

The June Issue of the Investor Guide to Fidelity Funds is NOW AVAILABLE! - Links to the June Data Files have been posted below. Market Perspective:  Job Growth Continues to be Strong - The Nasdaq’s 2.5-percent advance led equities to new all-time highs in May. Fidelity Select Technology (FSPTX) ...more
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The Investor Guide to Fidelity Funds for May 2017

The May Issue of the Investor Guide to Fidelity Funds is Now Available!  - Links to the May Data Files have been posted below. Market Perspective: Healthcare Continues Rebound, With Room to Run - The Nasdaq climbed 2.30 percent in April, followed by the Dow Jones Industrial Average’s 1.34 ...more
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Investor Guide to Fidelity Funds for April 2017

The April Issue of the Investor Guide to Fidelity Funds is NOW AVAILABLE! - Links to the April Data Files have been posted below. Market Perspective: Will Economic Confidence Result in Another Rally? - Stocks were relatively flat in March. The S&P 500 Index rose 0.40 percent. The quarter, ...more
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Investor Guide to Fidelity Funds for March 2017

The March Issue of the Investor Guide to Fidelity Funds is NOW AVAILABLE!  - Links to the March Data Files have been posted below. Market Perspective: Economic Optimism Remains High - The Dow Jones Industrial Average rose for 12 consecutive trading sessions, one of the longest trends in history. ...more
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Investor Guide to Fidelity Funds for February 2017

The February Issue of the Investor Guide to Fidelity Funds is NOW AVAILABLE! - Links to the February Data Files have been posted below. Market Perspective: Stocks Take a Breather - Markets began the year in a rather tight trading range, consolidating gains from the post-election rally. Growth ...more
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