The Online Independent Guide To Fidelity Funds is available here...

UPDATED: 2023 Est'd. Fidelity Fund Distributions

Here are the Year-End Est'd. 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.

Hotline Update

Scheduled update: Fridays after market close.

December 1 Hotline Update

John BonnanzioThis is John Bonnanzio with a Fidelity Monitor & Insight Hotline update for Friday evening, December 1.

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

Market Outlook

December 1, 2023

Don’t Get Ahead Of The Euphoria

Last month, I noted in Fund Commentary that “rising interest rates continued to undermine the returns of Fidelity’s stock and bond funds.” Ruefully, I detailed how three months of market declines had ... Read more

Model Portfolio Performance

Date: 12/04/2023

to Date
to Date
Income -0.17% 0.33% 6.63% 4.63%
Growth and Income -0.30    0.36    12.68    8.39   
Growth -0.54    0.26    18.62    12.01   
Select -0.35    0.66    22.20    14.76   
Unique Opportunities -0.61    0.23    16.82    9.93   

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Corrections & Amplifications:

There are no corrections to report at this time.

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