Tue, 3 Mar 2015
Actavis Lowers Yields On Megabond Sale
Fidelity's Andrew Dierdorf discusses how his firm's new open architecture strategies jell with Fidelity's legacy college-savings options.
Fidelity's Chris Sharpe touches on the 'to' versus 'through' debate as well as the goal of having the right strategies for retirement income.
Morningstar senior fund analyst Christopher Davis sizes up performance and stewardship at the fund family and discusses some of his favorite Fidelity funds.
Two thirds of Fidelity's domestic-equity funds have beaten their category averages year to date, but some notable funds, including Contrafund and Low-Priced Stock, have looked more sluggish.
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.
Morningstar's director of fixed-income research offers his tips for selecting a solid core bond fund along with some of his favorite choices.
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