Message to Members

Annuity Models

Over the past three years, we’ve struggled to find a reliable way to obtain timely daily annuity fund prices for our website. As we have exhausted our options, we have dropped daily online pricing. We will, however, continue to provide month-ending pricing (NAVs) and returns in the Scorecard section of our newsletter.

Thank you

Kiplinger's: The Fidelity Investor's Bible

Read it here! Kiplinger's article featuring Fidelity Monitor & Insight's solid performance.
The Fidelity Invesor's Bible: Kiplinger

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

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.

Hotline Update

Scheduled update: Fridays after market close.

July 5 Hotline Update

John BonnanzioThis is John Bonnanzio with a Fidelity Monitor & Insight Hotline update for Friday evening, July 5.

There are no model portfolio trades advised.... Read more

Market Outlook

July 1, 2024

Stocks Score Record Highs;
Fed Disappoints, But AI Doesn’t

"Market Outlook" and "Fund Commentary" have been combined to provide a more seamless overview of the markets and Fidelity’s fund performance at mid-year ... Read more

Model Portfolio Performance

Date: 07/11/2024

to Date
to Date
Income 0.27% 1.15% 6.60% 11.27%
Growth and Income -0.18    1.49    12.05    19.05   
Growth -0.77    2.16    20.78    29.01   
Select -0.63    2.41    17.78    25.43   
Unique Opportunities -0.61    2.09    18.98    26.63   

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Corrections & Amplifications:

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