Wall Street’s Best Investments: Buy (FCPEX)

The largest sectors held by this enhanced small-cap fund are: Technology (17% of assets); Industrial (15%); Healthcare (14%), Real Estate (9%) and Consumer Defensive (6%). Fidelity Small Cap Enhanced Index (FCPEX) From Fidelity Monitor & Insight This month’s trade into Fidelity Small Cap Enhanced Index (FCPEX) is...
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Fidelity Value Strategies (FSLSX)

The top five holdings of this value fund are LyondellBasell Industries (LYB, 5.63% of assets); Citigroup Inc (C, 4.31%); Bank of America Corporation (BAC, 3.83%); Boston Scientific Corp (BSX, 3.28%) and Cott Corp (COT.TO, 3.25%). Fidelity Value Strategies (FSLSX) From Fidelity Monitor & Insight Fidelity Strategies...
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Fidelity High Income (SPHIX)

This Morningstar three-star rated fund has a high yield of 6.18%, paid monthly. Fidelity High Income (SPHIX) From Fidelity Monitor & Insight While plunging energy prices put more money into consumers’ pockets, the downside was that the energy sector got walloped. Caught in this downdraft highly...
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Fidelity Overseas (FOSFX)

The top five holdings of this international fund are: NESTLE (NSRGF, 2.39% of assets); NOVARTIS (NVSEF 1.99%); Sanofi (SNYNF.PA, 1.56%); Total (TTFNF.PA, 1.49%); and Bayer (BAYZF.DE, 1.45%). Fidelity Overseas (FOSFX) From Fidelity Monitor & Insight In the past four years, a comparatively new manager named Montemaggiore...
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Fidelity International Small Cap Opp (FSCOX)

The top five holdings in this small cap fund are: USS CO LTD (USSJF, 2.04% of assets); CTS Eventim AG & Co. KGaA (CEVMF.DE, 1.99%); Unite Group PLC ORD 25P (UTG.L, 1.90); OBIC Co Ltd (OBIIF, 1.76%) and Berendsen PLC ORD 30P (BRSN.L, International...
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Fidelity Export & Multinational (FEXPX)

Sell: Fidelity Export & Multinational (FEXPX) From Fidelity Monitor & Insight Updated from Investment Digest 773, September 23, 2015 We sold our entire position in Fidelity Export & Multinational FEXPX) and bough Fidelity International Small Cap Opp (FSCOX). This development reflects our improving view international...
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Fidelity Select Medical Delivery (FSHCX)

The top five holdings of this healthcare fund are: UnitedHealth Group Incorporated (UNH, 17.99% of assets), Express Scripts Holding (ESRX, 10.74%), McKesson Corporation (MCK, 7.60%), Cigna Corporation (CI, 6.19%), and Cardinal Health, Inc. (CAH, 6.06%). Fidelity Select Medical Delivery (FSHCX) from Fidelity Monitor & Insight We our...
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Fidelity Export & Multinational’s (FEXPX)

This balanced fund’s top five holdings are: Berkshire Hathaway Inc Class B (BRK.B, 4.06% of assets), Exxon Mobil Corporation (XOM, 3.04%), Wells Fargo & Company Common St (WFC, 2.84%), JP Morgan Chase & Co. (JPM, 2.79%) and Apple Inc. (AAPL, 2.79%). Fidelity Export & (FEXPX)...
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Fidelity Total Bond (FTBFX)

This four-star-rated fund has a dividend yield of 2.83%, paid quarterly. Fidelity Total Bond (FTBFX) from Fidelity Monitor & Insight Duration for Fidelity Total Bond (FTBFX) is about five years. This suggests that a one percentage point rise in rates would send the fund down 5%. an...
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Contrafund (FCNTX)

This funds largest sector holdings include: Technology (23.79% of assets), Healthcare (19.25%), and Financials (19.05%). Contrafund (FCNTX) from Fidelity Monitor & Insight Contrafund (FCNTX) has $78 billion in retail shares and another $33 billion in K shares. The fund’s most recent 5-year performance has seen Contra trail benchmark...
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Fidelity Event Driven Opportunities (FARNX)

This fund that targets gains from special events and is benchmarked against the Russell 3000. It has returned 4.44% year-to-date. Fidelity Event Driven Opportunities (FARNX) from Fidelity Monitor & Insight In the case of Fidelity Event Driven Opportunities (FARNX), you can’t really consider performance as it’s 17...
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Fidelity Capital & Income (FAGIX)

This four-star rated Morningstar fund invests for income and capital growth. Its investments are in companies in troubled or uncertain financial conditions, reflected in its yield of 4.75%, paid monthly. Fidelity Capital & Income (FAGIX) from Fidelity Monitor & Insight High yield funds lost ground from prior...
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Investment Digest Top Stock Updates for 2013 E-G

Today’s updates cover companies beginning with the letters E-G, several of which gave investors very nice returns. I’ve included the advisor’s current advice on the pick, whenever available, and given you the return from the date of recommendation through the end of 2013. E Enerplus (ERF)...
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Dividend Digest Top Stock Updates for 2013 E-G

Today’s updates cover companies beginning with the letters E-G, several of which gave investors very nice returns. I’ve included the advisor’s current advice on the pick, whenever available, and given you the return from the date of recommendation through the end of 2013. E El Pipeline...
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