Category Archives: Investor Guide to Fidelity Funds

Investor Guide to Fidelity Funds for December 2016

The December issue will is NOW AVAILABLE! The Data Files are Posted Below. Market Perspective: Market Surges to New Highs After Election - Optimism continues to run high in the wake of the presidential election. The Dow Jones Industrial Average, Nasdaq, S&P 500, Russell 2000 and S&P Mid Cap...more
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Investor Guide to Fidelity Funds for November 2016

The Investor Guide to Fidelity Funds will be NOW AVAILABLE ! - Links to monthly data have been posted below. Market Perspective:  Wage Growth & Consumer Spending Increase  - October was historic for mergers and acquisitions, but the buying spree failed to turn major indexes positive on the ...more
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Investor Guide to Fidelity Funds for October 2016

The Investor Guide to Fidelity Funds is NOW AVAILABLE!!! - Data links for October have been posted below. Fidelity Update: New ETFs Being Launched for Income-Conscious Investors  - A stronger U.S. dollar will favor U.S. equities and keep the Federal Reserve from raising interest rates before the ...more
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Investor Guide to Fidelity Funds for September 2016

The Investor Guide to Fidelity Funds is NOW AVAILABLE! - Links to the September Data Files have been posted below. Market Perspective: Become a Bit More Cautious - Equities achieved new all-time highs over the course of a remarkably calm August. The S&P 500 slipped 0.12 percent in spite of an ...more
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Fund Spotlight: Calamos Market Neutral Income Fund (CVSIX)

The approach to volatility and risk management differentiates traders from investors. Traders relish volatile markets, seeking beta in risky trades that the average investor would want to avoid. Conversely, the relative stability found in most blue chips is not well-suited to day traders, who ...more
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Investor Guide to Fidelity Funds for August 2016

The August issue is NOW AVAILABLE!! Click Here to view. The August Data Links have been posted below: - Market Perspective: Healthcare and Tech Rally to Move Markets Higher - Investors head into August with moderate sentiment, as accommodative central banks and a healthy U.S. economy have created ...more
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Fund Spotlight: Fidelity Contrafund (FCNTX)

“One Up on Wall Street” by Peter Lynch was considered a stock investment bible during the Reagan-era bull market of the 1980s. As manager of Fidelity Magellan, Lynch gained guru status with his strategies and philosophies as Magellan emerged as one of the largest growth stock mutual funds in U.S...more
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Investor Guide to Fidelity Funds for July 2016

The July issue of the Investor Guide to Fidelity Funds is NOW AVAILABLE! - Data files for July have been posted below. Market Perspective: Brexit Causes Volatility but Equities Rally Back - While Britain’s decision to exit the European Union could significantly impact global markets over the next...more
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Fund Spotlight: Fidelity Floating Rate High Income (FFRHX)

The current global economic climate is challenging to navigate. The Brexit vote in the United Kingdom sent European bond yields lower, and Federal Reserve Chair Janet Yellen continues to sow confusion over interest rate hike expectations, despite extremely low unemployment claims. Investors aren’t...more
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Investor Guide to Fidelity Funds for June 2016

The June issue is NOW AVAILABLE, click here to access. Data files for the Investor Guide to Fidelity Funds are posted below. Market Perspective:  Investors More Confident as Tech Rallies - Equities and oil enjoyed a strong rally in May with improving economic data and hawkish Federal Reserve ...more
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