Fidelity Global Fund

Asset allocation Quarterly commentary from David Wolf and David Tulk.

Trade Fidelity Latin America Fund. These funds seek to track the performance of a narrow segment of the market such as precious metals. With over investment professionals worldwide, Fidelity takes local market knowledge, identifies real opportunities and makes them available to you here at home. Fidelity does not review the Morningstar data.

Mutual Funds and Mutual Fund Investing - Fidelity Investments

A measure of a portfolio's sensitivity to market movements (as represented by a benchmark index). The benchmark index has a beta of A beta of more (less) than indicates that a fund's historical returns have fluctuated more (less) than the benchmark index.

There are a whopping 44 of them:. These will almost always be the index funds. Fidelity does offer a number of actively managed mutual funds — I would avoid them because of their high fees and lower diversification compared to the index fund options. I would avoid these as well. Stick with the international index funds that I will discuss below.

Unfortunately, the list of Fidelity international index funds can be a little confusing because Fidelity offers four versions of each of their index funds:. For simplicity, we will only look at the Premium share class versions of each mutual fund.

Of course, if you can get access to the institutional shares or the institutional premium shares, you should choose those options because of their lower expense ratio.

One downside of the fund is that it does not give you exposure to emerging markets. It also does not give you access to small-cap international stocks. I own this index fund in my Fidelity b account they do not offer other international index funds. I personally do not feel the need to purchase an emerging markets index fund see FPMAX below to get additional international stock diversification.

TD's e-Series Canadian Bond index cost 0. Indexes take the lead, averaging 4. Canadian equity, however, is where Fidelity surges. Their five actively managed funds with decade track records averaged 9. Fidelity's Canadian Large Cap Fund earned a scorching But Fidelity couldn't overcome its fees in the U. On average, they earned 2. Cheaper indexes ran them ragged. International equity is the shoelace Fidelity trips over. They have four broad international or global funds with year track records.

Fidelity Global costs 2. Respective fund returns were 2. Outrunning Fidelity for the decade, they averaged 3. The average annual difference was 0. Fidelity's fund managers did well, but high fees weighed on returns. They charge Canadians nearly twice as much, in expense ratio costs, as they do for their American-sold funds.

If Fidelity took the next brave step — charging costs on par with what Americans pay — we would have a much tighter race indeed. Results net of expenses to Dec. This is a space where subscribers can engage with each other and Globe staff. Non-subscribers can read and sort comments but will not be able to engage with them in any way. Click here to subscribe. If you would like to write a letter to the editor, please forward it to letters globeandmail.

Readers can also interact with The Globe on Facebook and Twitter. Comments that violate our community guidelines will be removed. Commenters who repeatedly violate community guidelines may be suspended, causing them to temporarily lose their ability to engage with comments. Skip to Main Content. Trade Fidelity China Region Fund. Trade Fidelity Pacific Basin Fund. Trade Fidelity Emerging Markets Fund. Trade Fidelity Nordic Fund. Trade Fidelity Europe Fund.

Trade Fidelity International Index Fund. Trade Fidelity International Discovery Fund. Trade Fidelity Diversified International Fund. Trade Fidelity Overseas Fund. Trade Fidelity Canada Fund. Trade Fidelity International Growth Fund.

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