Spiritually inspired daily Naija life hacks for better living.

Home Top Ad

Each mutual fund is managed differently, and each has its own specific strategy and goal and we can't just tell you all about that he...

How does Fidelity manages mutual funds for top investors

Mutual funds, fidelity investments

Each mutual fund is managed differently, and each has its own specific strategy and goal and we can't just tell you all about that here, but this is how you will get the management strategy and risks involved on a specific Fidelity fund.


 if you look up a specific fund on Fidelity.com and view the fund overview section, it will display the management strategy and risks for the fund you are viewing.

 Let's view the Fidelity Total Bond Fund (FTBFX) for example. If you type in FTBFX in the search bar on Fidelity.com and hit enter you will be taken to the fund's information page. Scrolling down to the fund overview will show the fund's investment strategy that starts with the following:

"Normally investing at least 80% of assets in debt securities of all types and repurchase agreements for those securities. Using the Bloomberg Barclays U.S. Universal Bond Index as a guide in allocating assets across the investment-grade, high yield, and emerging market asset classes. Investing up to 20% of assets in lower-quality debt securities."
 It then goes on to provide more detail, and below that is a section detailing risks of this type of fund and management strategy.
C

0 coment�rios: