Important information about Conservative Income Bond and Conservative Income Muni Bond funds:
Fidelity has merged the retail versions of the two funds into their institutional equivalents. The names have remained the same but the tickers and fund numbers have changed.
Conservative Income Muni Bond: ticker changed to: FMNDX; fund number changed to: 2579
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.
This is with a Fidelity Monitor & Insight Hotline update for Friday evening, May 26.There are no model portfolio trades advised.... Read more
Market Outlook
May 1, 2023
With Recession Fears Rising, Brace For Renewed Volatility
A few months ago, I ruminated in this space that the U.S. economy was likely headed for a "soft landing." Frankly, that’s a convenient phrase because it’s squishy — implying a weakening in GDP growth that may or may not be a recession, or perhaps just a shallow one that will largely go unnoticed ... Read more
Model Portfolio Performance
Date: 05/26/2023
Day |
Month to Date |
Year to Date |
One Year |
|
| Income | 0.29% | -0.71% | 2.97% | -0.65% |
| Growth and Income | 0.93 | 0.22 | 6.42 | 1.08 |
| Growth | 1.51 | 1.66 | 9.97 | 4.08 |
| Select | 1.95 | 2.86 | 12.90 | 10.36 |
| Unique Opportunities | 1.53 | 1.11 | 8.35 | 1.70 |
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