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.
Scheduled update: Fridays after market close.
This 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
Day |
Month to Date |
Year to Date |
One Year |
|
| 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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