Thu, 14 Feb 2013
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Morningstar senior fund analyst Christopher Davis sizes up performance and stewardship at the fund family and discusses some of his favorite Fidelity funds.
Morningstar senior analyst Chris Davis gives a progress report on Fidelity's equity fund enhancement initiatives, notes areas for further improvement, and offers his take on the cream of the crop.
Relative to their categories, Fidelity's stock funds generally fared better than its fixed-income portfolios last year, but several funds in both camps have good long-term prospects.
Fidelity's growth-leaning equity funds and more conservative bond funds made for a strong year for the fund firm, says Morningstar analyst Katie Reichart.
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