fidelity contrafund 936421.2.5 1.479154.205 domestic equity | capital appreciation symbol: fcntx fund manager: william danoff, since 9/90 top 10 holdings 1 meta platforms inc cl a berkshire hathaway inc cl a microsoft corp nvidia corp amazon.com inc eli lilly & co apple inc alphabet inc cl a unitedhealth group inc regeneron pharmaceuticals incMorningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. Morningstar Risk is the difference between the Morningstar Return, based on fund total returns, and the Morningstar Risk Adjusted Return, based on fund total returns adjusted for performance volatility.Fidelity Contrafund (symbol FCNTX) is a mutual fund operated and provided by Fidelity Investments. Its current manager is William Danoff, who has headed the fund since 1990. Contrafund's AUM ( assets under management) as of July 2015 total over 112 billion USD. As of 2015 Contrafund was the second-largest actively-managed mutual fund in the US ...<link rel="stylesheet" href="styles.ff77fc02e9087f5b.css">FIAM Small Cap Core Commingled Pool. Rank: 109 of 227. Small Blend < Previous Next > ... PGIM QS US Small Cap Core Equity Cl 4 USD -2.6% View full league table. TotalReturns Month by month Performance Quarterly Performance to 31/03/2024 Annual Q1 Q2 Q3 Q4; 2024: 6.2%: 2023: 16%: 2.5% ...Analyze the Fund Fidelity ® Contrafund ® having Symbol FCNTX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. ... BERKSHIRE HATHAWAY INC CL A. 8.76%. MSFT. MICROSOFT CORP. 6.67%. NVDA. NVIDIA CORP. 6.66%. AMZN. AMAZON.COM INC. 6.39%. LLY. ELI LILLY & CO. 3.06%. AAPL. APPLE INC. 2 ...A fund's Morningstar Rating is a quantitative assessment of a fund's past performance that accounts for both risk and return, with funds earning between 1 and 5 stars. As always, this rating system is designed to be used as a first step in the fund evaluation process. A high rating alone is not sufficient basis upon which to make an investment ...The Contrafund Commingled Pool boasts a low 0.43% expense ratio, surpassing the average expense ratio of mutual funds, including its mutual fund counterpart, the Fidelity Contrafund, with a 0.86% expense ratio. Since its inception in 2014, the fund has consistently delivered an annualized return of 15.85%, outperforming the 14.12% produced by ...Consumer Staples 3.1 3.3 Communication Services 2.1 2.1 Utilities 1.8 2.5 TOP 10 HOLDINGS FIRSTCASH HOLDINGS INC 1.0 ONTO INNOVATION INC 1.0 APPLIED INDUSTRIAL TECH INC 1.0 BRINKS CO 0.9 VARONIS SYSTEMS INC 0.9 CHORD ENERGY CORP 0.9 SUPER MICRO COMPUTER INC 0.9 CACTUS INC CL A 0.9 TENABLE HOLDINGS INC 0.9 CADENCE BANK 0.9 Total Percentage of ...Analyze the Fund Fidelity ® Contrafund ® having Symbol FCNTX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.3 Month YTD 1 Year 3 Year 5 Year 10 Year/ LOP1 Fidelity Contrafund Commingled Pool - Class A Gross Expense Ratio: 0.43% 2 17.57% 17.57% 45.89% 12.77% 17.05% 14.69% S&P 500 Index 10.56% 10.56% 29.88% 11.49% 15.05% 12.96% 1 Life of Pool (LOP) if performance is less than 10 years. Pool inception date: 01/17/2014.Analyze the Fund Fidelity ® OTC Portfolio having Symbol FOCPX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.The fund is Fidelity Growth Company Commingled pool. It is not a publicly traded mutual fund and doesn't have a ticket symbol or prospectus. However at every interval it blows what I use (VAnguard institutional Index .02% expense ratio) out of the water. The fund is only 7 years old but every interval is a solid 8-20% higher Than Vangurd ...Check out Fidelity Contrafund via our interactive chart to view the latest changes in value and identify key financial events to make the best decisions.Investment Approach. Fidelity® Diversified International Commingled Pool is a broadly diversified international equity strategy that seeks capital growth by investing primarily in stocks from foreign developed markets.Thomas Brock. The Fidelity Contrafund (FCNTX) is an actively managed mutual fund that mostly contains equities of large U.S. companies, including Apple, Berkshire Hathaway, and Amazon Inc. The ...•The Retirement Enhancement Security Act (RESA) has broad bipartisan support. •First introduced in 2016, reintroduced in the House and Senate in 2018, and expected to be reintroduced in the 116th Congress in 2019. •The House version passed in late December 2018 and came close to being included as part of a budget deal prior to the government shutdown.The Fidelity Contrafund Commingled Pool’s investment objective is to provide capital appreciation over a market cycle relative to the S&P 500 ® Index or other suitable index, through the active management of equities with a focus on companies having strong long-term growth prospects. The portfolio’s investment philosophy is to capitalize ...Fidelity Growth Company Commingled Pool Domestic stock fund Fund facts Total net assets ‡Gross expense as of 09/30/22 §Net expense as of 09/30/22 Inception date Fund number $18,643 MM 0.38 % 0.38 % 12/13/13 7053 Investment objective The investment seeks capital appreciation. Benchmark Russell 3000 Growth TR USD Annual returnsAnalyze the Fund Fidelity ® Blue Chip Growth Fund having Symbol FBGRX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. ... META PLATFORMS INC CL A. 5.28%. MRVL. MARVELL TECHNOLOGY INC. 3.12%. LLY. ELI LILLY & CO. 2.74%. SNAP. SNAP INC - A. 2.09%. NFLX. NETFLIX INC. 2.03%. Similar ...The Fidelity Growth Company Commingled Pool's investment objective is to provide capital appreciation over a market cycle relative to the Russell 3000 Growth® Index or other suitable growth index ...The Fidelity Contrafund Commingled Pool’s investment objective is to provide capital appreciation over a market cycle relative to the S&P 500 ® Index or other suitable index, through the active management of equities with a focus on companies having strong long-term growth prospects. The portfolio’s investment philosophy is to capitalize ...Analyze the Fund Fidelity ® International Discovery Fund having Symbol FIGRX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. ... NOVO-NORDISK AS CL B. 3.60%--ASML HOLDING NV. 3.44%--TAIWAN SEMICONDUCTOR MFG CO LT. 2.46%--UNICREDIT SPA. 2.43%--HITACHI LTD. ... Bullet Fidelity ...Commingled Fund: A commingled fund is a fund consisting of assets from several accounts that are blended together. Investors in commingled fund investments benefit from economies of scale , which ...Contrafund Pool Class O Performance Report. Last Updated: 04/19/2024. Audience: Consultant. Item Code: 9910867. This information is intended for the sole use of institutional investors.The Fidelity Low-Priced Stock Commingled Pool's investment objective is to provide capital appreciation over a market cycle relative to the Russell 2000® Index or a suitable small cap index ...Fidelity NetBenefits - TransferMay 13, 2024 · Before investing, consider the investment objectives, risks, charges and expenses of the fund or annuity and its investment options. Contact Fidelity for a free prospectus and, if available, summary prospectus containing this information. Read it carefully. Analyze the Fund Fidelity ® Contrafund ® K6 having Symbol FLCNX for type mutual-funds ...3) Expense Ratio Information 4) Fund Analysis 5) Capital Markets Overview 6) Appendix 2. Executive Summary. Wisconsin Deferred Compensation Program ... Fidelity Contrafund Commingled Pool, Calvert U.S. Core Large Cap Resp Idx BlackRock Mid Cap Equity Index, T.Rowe Price Instl Mid-CapMy retirement company for my job recently force switched people from Fidelity Growth Company Commingled Pool Class A to Fidelity Growth Company Commingled Pool Class O. They said it was because Class O has lower fees …Fidelity Contrafund Commingled Pool Class A Fund. Fidelity Contrafund Commingled Pool Class A. Fund. 1.72 0.00 0.00%. 08/31/2017 12:00 AM NAV. Add to watchlist.See fund information and historical performance for the Fidelity Contrafund (FCNTX). Check out our mutual fund lineup.The Fidelity Contrafund Commingled Pool’s investment objective is to provide capital appreciation over a market cycle relative to the S&P 500 ® Index or other suitable index, through the active management of equities with a focus on companies having strong long-term growth prospects. The portfolio’s investment philosophy is to capitalize ...The Fidelity Contrafund Commingled Pool's investment objective is to provide capital appreciation over a market cycle relative to the S&P 500 ® Index or other suitable index, through the active management of equities with a focus on companies having strong long-term growth prospects.139.43. 139.43. 138.05. -. Related Tickers. Discover historical prices for FBGRX stock on Yahoo Finance. View daily, weekly or monthly format back to when Fidelity Blue Chip Growth Fund stock was ...FIDELITY EQUITY-INCOME COMMINGLED POOL- Performance charts including intraday, historical charts and prices and keydata. Indices Commodities Currencies StocksBy using this website, you consent to the use of cookies as described here.However, if you do not agree to our cookies policy, you can change your cookie settings at any time.The fund normally invests primarily in common stocks. It invests in securities of companies whose value the advisor believes is not fully recognized by the public. The fund invests in domestic and ...A fund's Morningstar Rating is a quantitative assessment of a fund's past performance that accounts for both risk and return, with funds earning between 1 and 5 stars. As always, this rating system is designed to be used as a first step in the fund evaluation process. A high rating alone is not sufficient basis upon which to make an investment ...This is for persons in the US only. Analyze the Fund Fidelity ® Contrafund ® having Symbol FCNTX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.FIDELITY CONTRaFUND COMMINGLED POOL CL2 [MF] $175,000. Estimated Net Worth 2013-2018 . Sectors Invested in 2018. ... Revolving Door section, content on this site is licensed under a Creative Commons Attribution-Noncommercial-Share Alike 3.0 United States License by OpenSecrets.org.View -- Funds. Clear All Criteria. Fidelity offers over 10,000 mutual funds from dozens of different mutual fund companies and can help you find the right ones for virtually any investment need.Fidelity's Will Danoff Looks Back on 30 Years at Contrafund ... 3 Large-Cap Growth Mutual Funds for Spectacular Returns ... Cl A, GOOGL, 3.99%. lululemon athletica ...3 Cash flow * ParticipantActivity includes the sum of Contributions and Total Disbursements. ** Fees may include but are not limited to: transactional and plan administrative fees. ... Fidelity Contrafund Commingled Pool Cl 2 $831,924,701.28 14.12% 16,900 $948,855,315.05 13.57% 16,338The fund is Fidelity Growth Company Commingled pool. It is not a publicly traded mutual fund and doesn't have a ticket symbol or prospectus. However at every interval it blows what I use (VAnguard institutional Index .02% expense ratio) out of the water. The fund is only 7 years old but every interval is a solid 8-20% higher Than Vangurd ...Bullet Fidelity ® Series Opportunistic Insights Fund (since 12/06/2012) Bullet Fidelity Advisor ® New Insights Fund Class Z (since 07/31/2003) Bullet Fidelity ® Contrafund ® Commingled Pool Class A (since 01/17/2014) Bullet Fidelity ® Contrafund ® K6 (since 05/25/2017) Bullet Fidelity ® Contrafund ® Commingled Pool Class F (since 01/17 ...The Fidelity Magellan Commingled Pool's investment objective is to seek capital appreciation. The portfolio seeks to outperform the S&P500® Index. The portfolio's investment philosophy is to ...The Fidelity Low-Priced Stock Commingled Pool is a collective investment trust under the Fidelity Group Trust for Employee Benefit Plans and is managed by Fidelity Management Trust Company (FMTC). It is not a mutual fund. This information is only intended to provide a brief overview of this investment option, which is availableFidelity Contrafund Commingled Pool, Calvert U.S. Core Large Cap Resp Idx BlackRock Mid Cap Equity Index, T.Rowe Price Instl Mid-Cap Equity BlackRock Russell 2000 Index, DFA US Micro Cap American Funds ... Fidelity Contrafund Commingled Pool Cl 3 -0.26 29.28 6.63 10.14 - 0.35Eaton Vance Trust Co CIT High Yield Cl V 0,100 Bond Funds N/A N/A 3.40% 0.45% Loomis Sayles Core Plus Bond Y ... Fidelity Contrafund Commingled Pool Cl 2 98,2 Large Cap Funds N/A N/A N/A 0.38% William Blair SmallMid Cap Growth CIT II ...Contrafund Quarterly Fact Sheet. Last Updated: 04/15/2024. Audience: Shareholder. Item Code: 479154. Information provided in, and presentation of, this document are for informational and educational purposes only and are not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any ...This is for persons in the US only. Analyze the Fund Fidelity ® Contrafund ® having Symbol FCNTX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.Analyze the Fund Fidelity ® Contrafund ® having Symbol FCNTX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.My retirement company for my job recently force switched people from Fidelity Growth Company Commingled Pool Class A to Fidelity Growth Company Commingled Pool Class O. They said it was because Class O has lower fees and will save us from excessive fees.Jun 8, 2023 · Fidelity Contrafund Commingled Pool 3 For institutional use only. Diversified domestic equity pool with a large-growth bias Seeks firms poised for durable multiyear earnings growth that have superior business models and are overseen by stewards of shareholder capital Emphasizes firms with high returns on capital, solid free cash flow generation,13.95. 13.95. 13.50. -. Discover historical prices for FCNTX stock on Yahoo Finance. View daily, weekly or monthly format back to when Fidelity Contrafund stock was issued.3 Year 5 Year 10 Year/ Since Inception 3 Month 1 Year 3 Year 5 Year 10 Year/ Since Inception 2023 2022 2021 Asset Allocation Vanguard Target Retire Trust Plus Income ... Fidelity Contrafund Commingled Pool Cl 3 3,18 N/A 0.35 / 0.35 01-17-2014 -4.32 12.53 35.77 8.73 15.03 14.49 17.62 46.02 12.86 17.15 14.79 37.58 -27.14 24.76What is Fidelity Growth Company commingled pool Class 3? The Fidelity Growth Company Commingled Pool's investment objective is to provide capital appreciation over a market cycle relative to the Russell 3000 Growth® Index or other suitable growth index, through the active management of equities across a broad growth segment of the equity markets.Current investments in $512K 401K, also generic names in the company plan. Large Cap Equity Index Fund exp ratio 0.03%. Small & Mid Cap Equity Index Fund 0.05%. Bond Index Fund 0.04%. International Equity Index Fund 0.10%. New 401K options: FID CONTRA POOL CL O Large Cap 0.35%. FID GR CO POOL CL O Large Cap 0.35%.The Fidelity Contrafund Commingled Pool’s investment objective is to provide capital appreciation over a market cycle relative to the S&P 500 ® Index or other suitable index, through the active ...Citywire page with news/articles/videos related to investments to help people make better investmentsConsidering: Fidelity® Growth Company Commingled Pool As some background, I'm 29 years old and also have a high interest savings account, HSA, and Roth IRA through Vanguard (invested in a target date fund, VFTAX, VGT, SOXX, and GLD). I'm a new Boglehead and am very excited to find an investing philosophy that aligns with my values.Jan 24, 2018 · Contrafund® Commingled Pool. The expenses are down from .65% to 0.43%. The Fidelity® Contrafund® Commingled Pool is a collective investment trust managed by Fidelity. Management Trust Company (FMTC). It is not a mutual fund, nor is it insured by the FDIC. The Fidelity® Contrafund® Commingled Pool is maintained by FMTC under the Fidelity ...Eaton Vance Trust Co CIT High Yield Cl V 0,100 Bond Funds N/A N/A 3.40% 0.45% Loomis Sayles Core Plus Bond Y ... Fidelity Contrafund Commingled Pool Cl 2 98,2 Large Cap Funds N/A N/A N/A 0.38% William Blair SmallMid Cap Growth CIT II ...Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment adviser, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. FIAM products and services may be presented by FDC LLC, a non ...Analyze the Fund Fidelity ® International Discovery K6 Fund having Symbol FDKFX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. ... NOVO-NORDISK AS CL B. 3.63%--ASML HOLDING NV. 3.47%--TAIWAN SEMICONDUCTOR MFG CO LT. 2.49%--UNICREDIT SPA. 2.45%--HITACHI LTD. ... Bullet Fidelity ...Key Facts: The Fidelity Freedom Commingled Pools are commingled pools of the FIAM Group Trust for Employee Benefit Plans, and are managed by Fidelity Institutional Asset Management Trust Company, a trust company organized under the laws of the State of New Hampshire. The Fidelity Freedom Commingled Pools are not mutual funds.Feb 29, 2024 ... Annual Report for Fidelity Contrafund as well as Fidelity Class K. ... Subadvised & Commingled Pools · Variable ... Fidelity does not sell your ...return, is a weighted average of its applicable 3-, 5-, and 10-year Ratings. See disclosure page for details. Investment Information Investment Objective & Strategy The Fidelity Growth Company Commingled Pool's investment objective is to provide capital appreciation over a market cycle relative to the Russell 3000 Growth® Index or otherFidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment adviser, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. FIAM products and services may be …These are all low expense ratio versions of retail Fidelity funds popular with MMM investors. As you can see, the International fund is not doing well. Given the current political climate, I do not expect this situation to improve in the near future. ... Fidelity® Contrafund® Commingled Pool Class 3 - 14.15% - 14.68% (3yr) - 13.71% - 0.35%;View the latest Fidelity Contrafund (FCNTX) stock price, news, historical charts, analyst ratings and financial information from WSJ.Summary. The exceptional skill of Fidelity Contrafund’s portfolio manager outweighs the disadvantages of its massive asset base, and it has been helped recently by a sizable position in Meta ...See holdings data for Fidelity® Contrafund® Fund (FCNTX). Research information including asset allocation, sector weightings and top holdings for Fidelity® Contrafund® Fund.<link rel="stylesheet" href="styles.ff77fc02e9087f5b.css">The Fidelity Magellan Commingled Pool's investment objective is to seek capital appreciation. The portfolio seeks to outperform the S&P500® Index. The portfolio's investment philosophy is to ...Fidelity Growth Company Commingled Pools were moved to Class S shares to take advantage of lower investment costs. Since Class S is a new share class, an investment profile is not currently available. The annual expense ratio for the Fidelity Contrafund Commingled Pool decreased from 0.35% to 0.30%. The annual expense ratio for the Fidelity ...Fidelity Freedom® Index 2035 Fund Investor Class. Target-Date 2035. Generally, data on Fidelity mutual funds is provided by FMR, LLC, Morningstar ratings and data on non-Fidelity mutual funds is provided by Morningstar, Inc. and data on non-mutual fund products is provided by the product's investment manager, trustee or issuer or the plan ...Fidelity International Discovery Commingled Pool Class A. Fund. 0.65 0.00 0.00%. 08/31/2017 12:00 AM NAV. Add to watchlist.Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer. Fidelity Institutional Asset Management (FIAM) investment management services and products …An additional recordkeeping or administrative fee may be charged to participants investing plan assets in the fund. The recordkeeping fee will be deducted directly from participants’ accounts. Please log on to your employer plans at Vanguard.com, or contact Participant Services at 1-800-523-1188, prior to investing, for additional fee ...The Fidelity Growth Company Commingled Pool's investment objective is to provide capital appreciation over a market cycle relative to the Russell 3000 Growth® Index or other suitable growth index ...Fidelity Contrafund Commingled Pool, Calvert U.S. Core Large Cap Resp Idx BlackRock Mid Cap Equity Index, T.Rowe Price Instl Mid-Cap Equity BlackRock Russell 2000 Index, DFA US Micro Cap American Funds Europacific Growth, Blackrock EAFE Equity Index Asset Allocation "Delegators" Balanced/Lifestyle/Lifecycle Managed AccountsFid contrafund commingled pool 0.43% Fid diverdified international pool 0.58% -- These two funds can be almost anything with very inconsistent styles of the decades. Large cap growth. I could see using the International to boost international exposure for the domestic I'd pass. Fidelity extended market fund FSMAX 0.035% -- SP500 completion fund.Investment Policy. The Fidelity Growth Company Commingled Pool's , Get instant access to a free live Fidelity Growth Company Commingled Pool Class 1 , The Fidelity Contrafund made its debut in May of 1967 and FCNTX has managed to accumul, Fidelity Contrafund Commingled Pool 3 For institutional use only. Diversified domestic equ, Analyze the Fund Fidelity ® Diversified International Fund having Symbol FDIVX for type mutual-funds and pe, ALPHABET INC CL A. 6.65%. META. META PLATFORMS INC CL A. 5.28%. MRVL. MARVELL TECHNOLOGY INC. 3.12%. LLY. ELI LILLY, Analyze the Fund Fidelity ® Growth Company Fund having Symbol , Path 3: Empower Retirement Advisory Services (provided by, William Danoff. Start Date. Tenure. Tenure Rank. Sep 17, 1990. 3, FIDELITY CONTRAFUND COMMINGLED POOL CL 2 [MF] 03/4/, <link rel="stylesheet" href="styles.b114b94fd2414a50, The Fidelity Diversified International Commingled Po, Contrafund Quarterly Fact Sheet. Last Updated: 04/1, Fidelity Contrafund (symbol FCNTX) is a mutual fun, May 9, 2024 · The Fidelity Growth Company Commingled Pool, Get the latest Fidelity Growth Company Fund (FDGRX) real-time quot, Russell 3000 Growth Index is a market-capitalization-wei, Stay. The Fidelity Contrafund Commingled Pool’s investment objecti.