ETF Message from Jack:
How To Track A Fidelity ETF
Calculating returns for Fidelity ETFs is much more difficult than tracking performance for Fidelity mutual funds, which is why we limit our monthly Scorecard coverage to their 11 MSCI sector ETFs.
The methods we use to report on the MSCI sectors are similar to how we track Fidelity’s annuity portfolios, where the challenge is not so much a lack of automated data, but a lack of timely data. Some of these techniques were developed back in 1986 ... Read more
2023 Fidelity Fund Distributions
Here are the Year-End Actual 2023 Fund Distributions as reported by Fidelity.
Important information about fund performance updates on our website:
Due to changes to our Fidelity data source, the updates will display on the following morning.
Thank you for your patience.
Scheduled update: Fridays after market close.
Market OutlookFebruary 1, 2024
With increasing frequency, family, friends and fellow empty nesters are traveling abroad. One survey found that a record one in five Americans have plans to do so. Among other things, this suggests Covid is further in the rearview mirror ... Read more
Model Portfolio Performance
|Growth and Income
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