Wed, 10 Apr 2013
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Morningstar's Katie Reichart takes a look at Fidelity's performance so far this year, plus some ratings changes and lowered fees.
We recently raised our Analyst Ratings for Fidelity Overseas, Intermediate Bond, and the Freedom Index target-date funds.
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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