Financial Planning News
Mon, 20 May 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.
Fidelity's Ron O'Hanley answers our questions on the balance between consistency and outperformance, the role of its multi-manager funds, enhancements to its fund boards, and the firm's vision for ETFs.
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.
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.
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