Fidelity Large Cap Stock FLCSX
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FLCSX Fidelity Large Cap Stock Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… the large-growth category in 2011. He'll trade around positions, but not at an especially rapid rate. Fidelity Large Cap Stock remains a compelling long-term option, no matter the angle. This fund's prospectus says that it invests …
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FGIOX Fidelity Advisor Growth & Income I Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… large-growth-oriented Fidelity Large Cap Stock . Previously, Fruhan ran ..... he manages sibling fund Fidelity Large Cap Stock , portfolio manager Matthew ..... strategy and record managing Fidelity Large Cap Stock FLCSX . As Fruhan has settled …
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FGRIX Fidelity Growth & Income Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… at his other charge, Fidelity Large Cap Stock . Matthew Fruhan replaced ..... he manages sibling fund Fidelity Large Cap Stock , portfolio manager Matthew ..... strategy and record managing Fidelity Large Cap Stock FLCSX . As Fruhan has settled …
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401k advice
… Fund Fidelity Contrafund Fidelity Export and Multinational Fund Fidelity Fifty Fidelity Growth Company Fund Fidelity Large Cap Stock Fund Fidelity OTC Portfolio mid cap RidgeWorth Mid-Cap Value Equity Fund Class I Fidelity Value Fund Fidelity …
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Fidelity Tool Generated Asset Mix and Funds for Retirement
I would appreciate your feedback. Many Thanks! I am comfortable with Fidelity Internet tools and am able to use their Retirement Planner and Suggested Portfolio Design. The Fidelity tool generated conservative portfolio is below . Situation: Age 69, recently retired with $400K in assets. I don't need to withdraw more than 4% annually, and don't need to leave anything behind. I am currently mostly liquid cash/moneymarket and have less than 15% in equities and 10% in intermediate bond fund. (I am customer of both Fidelity and Vanguard) Questions: 1)What do you think of Fidelity's tool generated suggested allocation mix? 2) Using M* I can substitute certain funds with a stronger one. Any suggestions? 3)What is best approach/timing to move my holdings into this mix? Where should I be careful? 4) Any other solutions for someone trying to organize their assets to live on in retirement? FUND RECOMMENDED CATEGORY Percent Dollars Substitute Fund FIDELITY CASH RESERVES (FDRXX) Money Market Fund 30.00% $120,000 CDs FIDELITY SHORT-TERM BOND (FSHBX) Short-Term Bond 6.00% $24,000 Vanguard Short Term Bond Index (VBISX) ARTIO GLOBAL HIGH INCOME A (BJBHX) High Yield Bond 6.00% $24,000 WESTCORE PLUS BOND (WTIBX) Intermediate-Term Bond 5.00% $20,000 FIDELITY TOTAL BOND (FTBFX) Intermediate-Term Bond 7.00% $28,000 FIDELITY INTERMEDIATE BOND (FTHRX) Intermediate-Term Bond 7.00% $28,000 INVESCO US GOVERNMENT INVESTOR (AGIVX) Intermediate Government 7.00% $28,000 ASSETMARK CORE PLUS FIXED INCOME (AFCFX) Intermediate-Term Bond 6.00% $24,000 FIDELITY MORTGAGE SECS (FMSFX) Intermediate-Term Bond 6.00% $24,000 BUFFALO MID CAP (BUFMX) Mid-Cap Growth 7.00% $28,000 FIDELITY LARGE CAP STOCK ( FLCSX ) Large Growth 7.00% $28,000 OAKMARK INTERNATIONAL I (OAKIX) Foreign Large Value 6.00% $24,000
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FLCCX Fidelity Advisor Large Cap C Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… had replaced longtime skipper Karen Firestone here just six months earlier . Fruhan had taken the reins of Fidelity Large Cap Stock FLCSX in May 2005 from Firestone . He previously ran sector funds that focused on financial services , defense …
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Funds with Big Bank Bets
… 17 . 62 47 . 14 55 Fidelity Large Cap Stock FLCSX Lg Gr 995 . 0 16 ..... posting big gains . Fidelity Large Cap Stock FLCSX is another large ..... Chip Value FBCVX , Fidelity Large Cap Stock FLCSX , and Fidelity Equity …
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FLCSX Fidelity Large Cap Stock Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… large growth and large blend. This manager's conviction has paid off in 2009, but we'd still pass on Fidelity Large Cap Stock . This fund's 2009 returns have been hard to ignore. Its 42% year-to-date return through Oct. 27 …
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FLCCX Fidelity Advisor Large Cap C Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… had replaced longtime skipper Karen Firestone here just six months earlier. Fruhan had taken the reins of Fidelity Large Cap Stock FLCSX in May 2005 from Firestone. He previously ran sector funds that focused on financial services, defense …
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Our Highest-Conviction Fidelity Fund
… funds with the highest percentage of their holdings trading below our estimates of their fair value were Fidelity Large Cap Stock FLCSX (42%), Fidelity Growth & Income FGRIX (41%), Fidelity Fifty FFTYX (40%), and Fidelity Equity …