Mon, 20 Apr 2015
Charles River Wins “Best Portfolio Management Solution” at WealthBriefing Singapore Awards 2015
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.
We recently raised our Analyst Ratings for Fidelity Overseas, Intermediate Bond, and the Freedom Index target-date funds.
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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