![]() The monthly returns are then compounded to arrive at the annual return. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. These returns cover a period from Januthrough June 6, 2022. Since 1988 it has more than doubled the S&P 500 with an average gain of +24.90% per year. ![]() This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. and Morningstar, Inc.Ĭopyright 2022 Zacks Investment Research | 10 S Riverside Plaza Suite #1600 | Chicago, IL 60606Īt the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. Forbes Media, LLC Investor's Business Daily, Inc. Each of the company logos represented herein are trademarks of Microsoft Corporation Dow Jones & Company Nasdaq, Inc. This page has not been authorized, sponsored, or otherwise approved or endorsed by the companies represented herein. Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Want key mutual fund info delivered straight to your inbox? To view the Zacks Rank and past performance of all Fidelity mutual funds, investors can click here to see the complete list of funds. Matt Reed has been the fund manager of FSRBX since 2016. FSRBX has three-year annualized returns of nearly 9%. The fund normally invests at least 80% of assets in common stocks of companies principally involved in banking. FBGRX has three-year annualized returns of 31.6%.įBGRX has an expense ratio of 0.79% compared with the category average of 1.00%.įidelity Select Banking Portfolio ( FSRBX Quick Quote FSRBX - Free Report) fund aims for appreciation of capital. The fund, which primarily focuses on established and well-known companies, invests in securities of both U.S. The fund invests majority of assets in blue-chip companies. FVDKX has returned 13.1% in the past three years.Īs of the end of March 2021, FVDKX held 100 issues, with 3.98% of its assets invested in Berkshire Hathaway Inc Class B.įidelity Blue Chip Growth Fund ( FBGRX Quick Quote FBGRX - Free Report) seeks capital appreciation. The fund invests majority of assets in common stocks of companies that the fund manager believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry. Investors can click here to see the complete list of funds.įidelity Value Discovery Fund Class K ( FVDKX Quick Quote FVDKX - Free Report) aims for capital appreciation. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform peers in the future. The company manages more than 504 mutual funds across a wide range of categories, including domestic as well as foreign funds, and equity and fixed income funds.īelow we share with you three top-ranked Fidelity mutual funds. Fidelity had total assets of about $10.4 trillion under management (as of Mar 31, 2021). It serves more than 37 million individual investors.Īt Fidelity, a large group of investment professionals carries out extensive and in-depth research to guide investors on potential investment avenues worldwide. The company carries out operations in the United States through 12 regional offices and more than 200 Investor Centers.įidelity offers investment advice, discount brokerage services, retirement services, wealth management services, securities execution, and clearance and life insurance products. Fidelity Investments is considered one of the leaders in the financial services industry with presence in eight countries across North America, Europe, Asia and Australia, and more than 400 research professionals.
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