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

2022 Fidelity Fund Distributions

Here are the Year-End 2022 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.

January 27 Hotline Update

John BonnanzioThis is John Bonnanzio with a Fidelity Monitor & Insight Hotline update for Friday evening, January 27.

On Monday January 30, we will make the following Model Portfolio trades:... Read more


Market Outlook

January 1, 2023

Look For Stocks To Climb Multiple Walls Of Worry

"Never make predictions, especially about the future." Notwithstanding Casey Stengel’s wisdom, this is as good a time as any to make an optimistic call about ... Read more


Model Portfolio Performance

Date: 01/27/2023

 
Day
Month
to Date
Year
to Date
One
Year
Income 0.00% 3.02% 3.02% -4.64%
Growth and Income 0.23    5.71    5.71    -5.77   
Growth 0.25    7.28    7.28    -5.28   
Select 0.59    9.69    9.69    -2.64   
Unique Opportunities 0.32    8.13    8.13    -5.64   

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 30 years! (For new members only.)

Fidelity Monitor & Insight Reports
Current Report Archive

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.

FREE Portfolio Review
Jack Bowers

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

Jack Bowers
Chief Investment Strategist