
Vincent Montemaggiore is a Columbia graduate influenced by the great value investors, and Chuck Myers runs Fidelity Small Cap Value FCPVX in a style influenced by Benjamin Graham and Warren Buffett. American Funds SMALLCAP World SMCWX has 13
in large-growth while Low-Priced is in mid-blend. But the fund's performed least like Chuck Myers' Small Cap Value FCPVX and Small Cap Discovery FSCRX. Myers is a Buffett-influenced value investor who really stands out at Fidelity, and his funds
small cap core fund in my portfolio. I'm looking for a low risk fund that is tax efficient, as this will be placed in a taxable account. I want to pick one fund: ICMAX, RYSEX, FCPVX and QRSVX Your thoughts ? Any other ideas? Thanks
everyone: I have only about 15k in my Roth with Fidelity, the current allocation is as below: 60%: FFNOX 20%: FLPSX 10%: FCPVX 10%: FIGRX FFNOX has not been doing well last year. In addition, it is fund of index funds, which comes with surcharge
conservative. My wife and I work at the same hospital and have these funds now. 401k FPURX Puritian 30% Pimco Total Return 50% FCPVX small cap value 20% 403b FBALX Balanced 50% FLPSX low price stock 25% and FDIVX international 25% We are worried about the
50 y.o. investing in a tax deferred account. Here is what I've come up with so far: FLGEX...10%FLVEX...10%FCPGX...10% FCPVX ...10%FSIIX....10% FEMKX...5% FRESX...10% FBIDX...35% Thanks, David
in her account) JVLIX 10% John Hancock Disciplined Value (large cap) FCNTX 10% Fidelity Contrafund FCPVX 10% Fidelity Small Cap Value Fund FKEMX 10% Fidelity Emerging Markets Fund - Class K FDFAX 5% Select Consumer Staples Portfolio FSENX
out of other money. They are AEP, D, PGN and WR. My third and income much later bucket holds my funds: OAKBX, FLPSX, FCPVX , BGRFX, VEIPX, VWINX and VWELX. The second and third buckets are in Roth accounts or waiting in line to be converted over
38.4K, FBALX Fidelity Balanced 36.5K, Pimco Total Return 48.2K, DODFX-Dodge & Cox Intl 4.3K, FCPVX Fidelity Small Cap Value 9K, FDIVX Fidelity Diversified Intl 10.2K Taxable VWINX-Wellesley 85K, Ing Direct Orange Savings 58K
Mid- Cap Growth Fund Class Advisor Fidelity Growth Strategies Fund Fidelity Mid-Cap Stock Fund Small cap Fidelity Small Cap Value Fund Fidelity Small Cap Discovery Fund (my wife own this) international Columbia Acorn International Fund