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

 
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   

Get the Hotline Update emailed to you:

Become a Better Investor with
Fidelity Monitor & Insight

FM&I Report

Sample Fidelity Monitor & Insight's investment report. Sign up for your risk-free trial today and find out why Hulbert ranks Fidelity Monitor & Insight the #1 Fidelity newsletter for the past 35 years! (For new members only.)

Fidelity Monitor & Insight Reports
Current Report Archive

Corrections & Amplifications:

There are no corrections to report at this time.

Portfolio Investment Calculator

calculator Find the model that's right for you! To help you meet your particular investment objectives, use this tool to allocate your funds in one or more of our Model Portfolios.

Enjoy the Peace of Mind that Comes with Professional Wealth Management

Get your no-cost, no-obligation, personalized investment portfolio review.

Jack Bowers

P.S. You will also receive - FREE - my latest investment strategy update.

Jack Bowers
Chief Investment Strategist