The Best Fidelity Mutual Fund Portfolio will have a different look for each person. It all depends on what your investment goals are and the time line you wish to achieve them in.
There are many different types of Mutual Funds for you to invest in. A portfolio for those that are near retirement or wish to avoid large risk would then like a fund that concentrates on the bond market. Fidelity has the Fidelity Government Income (FGOVX) that is such an investment. The portfolio of this fund is 89.8% in US Treasury notes. The remainder is in cash holdings.
This is a solid investment that has an YTD performance of 3.85%. The one year performance is at 6.59 and the 3 year is at 7.86% as reported on June 4, 2010. This is a low risk and moderate return investment.
The Fidelity Emerging Markets (FEMKX) is at the other end of the spectrum. It is highly volatile but with this high risk comes possible high returns. 98.9% of the assets are in stocks of which 97.8% are in foreign markets. There is also 1.1% in cash in the holdings. The main sectors this fund has holdings in are Financial Services with 23.4%, Industrial Goods with 21.3% and Energy with 12.8% to list the top three.
There are a total of 218 different stocks in this portfolio that has an annual turnover rate of 88%. The countries with the most investments are Brazil, South Korea, China, Taiwan, Mexico, India and Russia. At the moment this fund has an YTD performance of negative 8.93, but the one year performance as of June 4, 2010 was at 18.6% and the 5 year performance was 10.84%. This is a high risk but possible high return type of fund.
The Best Fidelity Mutual Fund Portfolio for you will depend on your goals. These are two that Fidelity has to offer that are at opposite ends of the investing spectrum. The right one for you is your decision.
For additional resources about mutual funds and other investments from Fidelity on this website, please view Fidelity Select Defense and Aerospace Portfolio (FSDAX).
For another valuable resource please try Vanguard Life Strategy Income Fund Review (VASIX)on our sister site www.bestmutualfundsnow.com .
Additional resource for investing from another sister site of Janus Venture Fund is an article on topperformingmutualfunds.net.
We strive to bring you the latest and most accurate data possible from the home sites of the investment institutions we name. Always remember the bigger the risk, the larger the reward or loss. Invest with caution.
{ 2 trackbacks }
{ 1 comment… read it below or add one }
What a great resource!