FIDELITY IS ALL ABOUT STOCK picking. It stems from the company’s early days, when firm founder Ned Johnson told his fund managers, “Here’s your rope. Go ahead and hang yourself with it.” That philosophy gave Fidelity’s portfolio managers and analysts the freedom to choose good stocks, whatever their approach. The firm is home to some of the industry’s best stock pickers, past or present, including retired Magellan Fund helmsman Peter Lynch and Contrafund manager Will Danoff. As a result, Fidelity’s funds are among the most popular investments for retirement savings.
In this article, the second of a four-part series, we analyze the most popular actively managed Fidelity funds (measured by assets held) in workplace plans. (For our review of Vanguard funds, see “Best 401(k) Funds From Vanguard,” Jan.) The list of funds comes courtesy of BrightScope, a financial data firm that rates 401(k) plans. Eighteen Fidelity funds rank among the top 100. Of those, four are index funds, which we don’t weigh in on here. But the remaining 14—seven of which are Fidelity Freedom target date funds, which we rate as a single entry—are actively managed. We review those and rate them “buy,” “sell” or “hold.” Share classes listed are the most accessible for individual investors, but your 401(k) plan may offer a class of shares that charges lower fees. Returns are through December 4.
この記事は Kiplinger's Personal Finance の February 2021 版に掲載されています。
7 日間の Magzter GOLD 無料トライアルを開始して、何千もの厳選されたプレミアム ストーリー、9,000 以上の雑誌や新聞にアクセスしてください。
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この記事は Kiplinger's Personal Finance の February 2021 版に掲載されています。
7 日間の Magzter GOLD 無料トライアルを開始して、何千もの厳選されたプレミアム ストーリー、9,000 以上の雑誌や新聞にアクセスしてください。
すでに購読者です? サインイン
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