
FCNTX 22,360 7.88 Stephanie's Roth: Fidelity Real Estate Income FRIFX 7,115 2.51 Stephanie's Roth: Fidelity ..... positions in Fidelity Small Cap Stock FSLCX and Fidelity Real Estate Income FRIFX . Their overall asset allocation, not including
Its a piece from Fido that includes Fido and non-Fido funds. https://news.fidelity.com/news/article.jhtml?guid=/FidelityNewsPage/pages/fidelity-finding-yield-now&topic=investing Dividend Income: WASIX, PEIDX, FEQIX, FEQTX, GABEX, FAMEX Income/Misc: GABUX, FRIFX , PFBDX, FIUIX, HIINX, ARTIX, REACX ...
Surprised to read that FRIFX has been downgraded to 3 stars with the notation that is a low risk, low return fund. A short time ago it was a five star fund with low risk and average plus return. Would anyone like to comment on this?
some decisions. I have about 10% of the total portfolio invested in FRIFX fund and another 2% in NBRFX. The portfolio should be aiming at moderate ..... estate funds for the coming years, especially such a large stake in FRIFX ? Thanks
15.00 VGTSX Foreign Large Blend 15.00 PRFDX Large Value 15.00 FCNTX Large Growth 10.00 FLPSX Mid-Cap Blend 10.00 FRIFX Real Estate 5.00 FCPGX Small Growth 5.00 FSCRX Small Blend 5.00 FTBFX Intermediate-Term Bond Style box Equity 20 20
allocation. Notable exclusions are Vanguard’s REIT ETF ( VNQ ), MarkWest Energy Partners ( MWE ), and Fidelity Real Estate Income ( FRIFX ). The relative portfolio contribution to yield provided by allocations to these funds was not
dividend stocks ( CVX, JNJ, NU; infrastructure stocks PPL, BCE ), REITs ( CPY, AVB; mortgage REIT NLY; RE income oriented FRIFX , REITs stock ETF VNQ ), MLPs (energy sector KMP, MWE ), equipment leasing , immediate annuities (example, 65 yr old, $200
VWAHX; EVIBX, HYG; PELAX, FNMIX, PREMX ), dividend stocks ( CVX, JNJ, NU; PPL, BCE ), REITs ( CPY, AVB; NLY; FRIFX , VNQ ), MLPs ( KMP, MWE ), equipment leasing , immediate annuities and longevity insurance ? [ The word “safe” is used
approach with yield mixed in. Put together this one PGAIX pimco global multi asset 4.28% PAUIX pimco all asset all auth 7.41% FRIFX fidelity real estate inc 5.30% XLU utilities 4.02% Let me know what other choices to research.
allocation? not too much risk? PTTRX---56.6% FFRHX---16.8% PTY------7.6% O--------6.5% FRIFX ---3.8% SPHIX---3.8% PDT------2.5% PHIYX---2.0% Thanks for any thoughts on this over all group