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Please help me pick a Fidelity Mutual Fund
Old 11-08-2006, 06:38 PM   #1
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Please help me pick a Fidelity Mutual Fund

I have some money invested in microsoft, Kraft Foods and GE that has been going nowhere for several years. I would like to sell and move that into Fidelity mutual funds. Please help me decide.
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Re: Please help me pick a Fidelity Mutual Fund
Old 11-08-2006, 07:04 PM   #2
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Re: Please help me pick a Fidelity Mutual Fund

Have no idea how long it will last but the Contrafund has worked well for my wife for 10 years now.
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Re: Please help me pick a Fidelity Mutual Fund
Old 11-08-2006, 07:09 PM   #3
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Re: Please help me pick a Fidelity Mutual Fund

Check out the Fidelity Freedom Funds.

They are diversified across stocks and bonds. Diversified across many market cap classes and value-growth sectors. Diversified internationally. Diversified across bond maturities.

How could you go wrong with that ?
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Re: Please help me pick a Fidelity Mutual Fund
Old 11-08-2006, 08:09 PM   #4
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Re: Please help me pick a Fidelity Mutual Fund

Hi,

Recently dumped FA and went to FIDO. Was disappointed in the freedom funds, most were only 3 Star from Moringstar. Fidelity Balanced is 5 Star. Track record good. Threw good amount of wife 401K IRA rollover at it. Low turnover, decent bond exposure...

Worth checking it out..

W
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Re: Please help me pick a Fidelity Mutual Fund
Old 11-08-2006, 08:26 PM   #5
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Re: Please help me pick a Fidelity Mutual Fund

Spartan Total Market Index Fund
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Re: Please help me pick a Fidelity Mutual Fund
Old 11-08-2006, 08:57 PM   #6
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Re: Please help me pick a Fidelity Mutual Fund

Yep I agree with the Spartan index fund. Specially if you dont like to mess with things.
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Re: Please help me pick a Fidelity Mutual Fund
Old 11-08-2006, 09:01 PM   #7
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Re: Please help me pick a Fidelity Mutual Fund

Quote:
Originally Posted by Spanky
Spartan Total Market Index Fund
I thought that was closed..........

Or was it Low Priced Stock Fund? That was a tragedy to me when it closed..........
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Re: Please help me pick a Fidelity Mutual Fund
Old 11-08-2006, 09:26 PM   #8
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Re: Please help me pick a Fidelity Mutual Fund

Quote:
Originally Posted by FinanceDude
I thought that was closed..........

Or was it Low Priced Stock Fund? That was a tragedy to me when it closed..........
Not that I can see. Its just a plain old SP index fund.
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Re: Please help me pick a Fidelity Mutual Fund
Old 11-09-2006, 03:24 AM   #9
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Re: Please help me pick a Fidelity Mutual Fund

if you can buy only 1 fund id go with equity-income or balanced as a second choice
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Re: Please help me pick a Fidelity Mutual Fund
Old 11-09-2006, 07:00 AM   #10
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Re: Please help me pick a Fidelity Mutual Fund

Why limit yourself to Fidelity?
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Re: Please help me pick a Fidelity Mutual Fund
Old 11-09-2006, 07:24 AM   #11
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Re: Please help me pick a Fidelity Mutual Fund

Been in Fidelity's Equity-Income fund. Been doing very well as the largest holdings are Exxon and Bank of America. On the 5 and 10 year it hits just below 10%. Here's the Quick Stats from fidelity's site:



Quick Stats
YTD Return (11/08/2006) 16.32%
30-Day Yield 2 (11/07/2006) 1.58%
NAV (11/08/2006) $59.72
52 Week Low-High $52.11-$59.72
Morningstar Category Large Value
Net Assets ($M) (10/31/2006) 29,076.35
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Re: Please help me pick a Fidelity Mutual Fund
Old 11-09-2006, 09:34 AM   #12
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Re: Please help me pick a Fidelity Mutual Fund

four-in-one index fund is rather appealing
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Re: Please help me pick a Fidelity Mutual Fund
Old 11-09-2006, 03:45 PM   #13
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Re: Please help me pick a Fidelity Mutual Fund

You guys are just the best! Thank you so much for the advice. I now have somewhere to begin. I am always amazed with the generousity of people on the board.
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Re: Please help me pick a Fidelity Mutual Fund
Old 11-09-2006, 04:44 PM   #14
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Re: Please help me pick a Fidelity Mutual Fund

Quote:
Originally Posted by d
four-in-one index fund is rather appealing
I bought that a few months ago - it's been doing nicely.

Also have contrafund, low priced stock, and way too much magellan.
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Re: Please help me pick a Fidelity Mutual Fund
Old 11-09-2006, 05:24 PM   #15
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Re: Please help me pick a Fidelity Mutual Fund

Quote:
Originally Posted by FinanceDude
I thought that was closed..........

Or was it Low Priced Stock Fund? That was a tragedy to me when it closed..........
Low Priced Stock is closed for new investors. I have a lot of it in my 401K and it has done great.
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Re: Please help me pick a Fidelity Mutual Fund
Old 11-11-2006, 04:48 AM   #16
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Re: Please help me pick a Fidelity Mutual Fund

At least I can access Fidelity's website (from Bangkok) Vanguard has blocked Thailand (maybe all of asia) since Nov 5.

A bit off topic but if you travel much, Fidelity may be the better choice in a mutual fund company...

I'd probably invest some $ in the Spartan Index fund.

Lance
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Re: Please help me pick a Fidelity Mutual Fund
Old 11-11-2006, 07:58 AM   #17
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Re: Please help me pick a Fidelity Mutual Fund

Quote:
and way too much magellan
tempted to say that any is to much ... a fund who's times has past ... but i won't
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Re: Please help me pick a Fidelity Mutual Fund
Old 11-13-2006, 09:03 AM   #18
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Re: Please help me pick a Fidelity Mutual Fund

Quote:
Originally Posted by d
tempted to say that any is to much ... a fund who's times has past ... but i won't
No, you're very correct. I'm just very lazy. Tend to leave things sitting and open more new funds instead. But now that on-line access is so easy, I have no excuse. Thanks for the butt-kick.
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Re: Please help me pick a Fidelity Mutual Fund
Old 11-13-2006, 09:43 AM   #19
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Re: Please help me pick a Fidelity Mutual Fund

Quote:
Originally Posted by d
tempted to say that any is to much ... a fund who's times has past ... but i won't
Yeah, I agree.........always thought the fund was just too big and Fidelity was "lazy/greedy" for not closing it. When I wasn't looking it fell and could not get up. Glad I never bought any.
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