Jack Bowers Archives
The top five holdings of this small cap fund are: Emin Russell 2000 Jun18 Rtym8 N/A (0.63% of assets); Nektar Therapeutics Inc (NKTR, 0.59%); GrubHub Inc (GRUB, 0.41%); bluebird bio Inc (BLUE, 0.39%); and Aspen Technology Inc (AZPN, 0.30%).
This high-yield fund primarily holds corporate bonds.
Fidelity Monitor is a newsletter advisory service designed exclusively for Fidelity mutual fund investors who are willing to stick with a disciplined investment strategy. Each of its five model portfolios provides a diversified strategy for a specific level of risk. Fidelity Monitor has ties...
The top five holdings of this muni bond fund are St James Parish La Rev Var Rate 0.94% (3.79% of assets); St James Parish La Rev Var Rev B 0.95% (3.20%); Clark Cnty Nev Arpt Rev Ctfs (2.33%); Delaware St Econ Dev Auth (1.99%)...
The top five holdings of this large-cap fund are: Exxon Mobil Corp (XOM , 3.31% of assets); JPMorgan Chase & Co (JPM, 2.95%); Johnson & Johnson (JNJ, 2.60%); Wells Fargo & Co (WFC, 2.52%) and AT&T Inc (T, 2.42%).
Fidelity Large Cap Value Enhanced (FLVEX)
The top five holdings in this small- and mid-cap fund are Tesla Motors Inc (TSLA, 0.45% of assets); LinkedIn Corp Class A (LNKD, 0.44%); Las Vegas Sands Corp (LVS, 0.44%); Russell 2000 Fut Dec16 Rtaz6 (N/A, 0.37%) and Liberty Global Group C (LBTYK.L, Extended...
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...
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
Two funds to buy today. The growth fund’s top sectors are Industrials, 24.52% of assets; Consumer Cyclical, 22.73%; and Technology, 15.80%. For the value fund, the largest holdings are in: Consumer Cyclical, 23.95% of assets; Healthcare, 19.45%; and Financial Services, 18.84%. We also two...
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...