What Every Fidelity Investor Needs to Know [NOOK Book]

Overview

Praise for What Every Fidelity Investor Needs to Know

"No one knows more about Fidelity, nor communicates it more eloquently, than Jim Lowell. An added bonus is that his fund picks and portfolio composition have a record of beating the market, with less risk. No Fidelity investor should be without this invaluable guide."
—Daniel P. Wiener Editor, The Independent Adviser for Vanguard Investors www.AdviserOnline.com

"This book is a fascinating read for anybody who wants to learn ...

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What Every Fidelity Investor Needs to Know

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Overview

Praise for What Every Fidelity Investor Needs to Know

"No one knows more about Fidelity, nor communicates it more eloquently, than Jim Lowell. An added bonus is that his fund picks and portfolio composition have a record of beating the market, with less risk. No Fidelity investor should be without this invaluable guide."
—Daniel P. Wiener Editor, The Independent Adviser for Vanguard Investors www.AdviserOnline.com

"This book is a fascinating read for anybody who wants to learn about the history and inner workings of America's largest fund company, as well as find out how best to use its vast resources to improve investment returns."
—David Callaway Editor in Chief, MarketWatch.com

"Nobody knows Fidelity better than Jim Lowell, nor explains it more clearly to the rest of us."
—Timothy Middleton Mutual Funds Columnist, MSN Money author of Investment Secrets from PIMCO's Bill Gross

"Among the dozens of so-called Fidelity gurus I have met, Jim Lowell stands out because he is not only an expert on all of Fidelity's hundreds of fund products, but he has an insider's knowledge of the portfolio managers who call the shots. Best of all, his clear explanations cut through the jargon for investors."
—Matthew Schifrin Vice President and Editor, Forbes Newsletter Group

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Product Details

  • ISBN-13: 9781118160596
  • Publisher: Wiley, John & Sons, Incorporated
  • Publication date: 7/7/2011
  • Sold by: Barnes & Noble
  • Format: eBook
  • Edition number: 1
  • Pages: 338
  • Sales rank: 1,331,332
  • File size: 8 MB

Meet the Author

James Lowell is the leading expert on the Fidelity family of funds and Editor of the multiple award-winning Fidelity Investor (www.fidelityinvestor.com), the independent monthly newsletter on the Fidelity family of funds. He is also President of the Fund Family Shareholder Association and a Partner and Chief Investment Strategist of Adviser Investment Manage-ment, Inc. Lowell is the author of several critically acclaimed investment books and is often quoted in the nation's leading financial publications.

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Table of Contents

Preface.

Acknowledgments.

PART ONE: Fidelity: Past, Present, and Future.

Chapter 1: Fidelity: Past, Present, and Future.

Chapter 2: Navigating Fidelity in the Real World: Your Guide to Opening and Understanding Your Fidelity Accounts.

Chapter 3: You’ve Got Mail! Understanding Your Fidelity Statement.

Chapter 4: Fidelity.com: Online Investing at Fidelity.

PART TWO: Fidelity’s 401(k) Focus: Retirement Planning and Platforms.

Chapter 5: Your Golden Years Begin with Copper: Planning Your Retirement through Fidelity.

Chapter 6: Charitable Giving/Trust and Estate Planning: At the End of the Day, Giving Is as Good as Receiving.

PART THREE: Fidelity’s Famous Funds and Hidden Gems.

Chapter 7: Fidelity’s Managers: Cultivating the Best Managers and Money Management Culture.

Chapter 8: Fidelity’s Growth Funds.

Chapter 9: Fidelity’s Growth and Income Funds: Fidelity’s Growth and Income Funds Aren’t Created Equal.

Chapter 10: Fidelity’s International Funds: The World Is Fidelity’s Oyster.

Chapter 11: Fidelity’s Select Funds: Sector Funds for Active Traders and Long-Term Investors.

Chapter 12: Fidelity’s Bond Funds: Fidelity’s Hidden Strength.

Chapter 13: Fidelity’s Money Market Funds: From These Small Acorns Grow Mighty Oaks.

Chapter 14: Fidelity’s VIP Funds: Variable Insurance Products from Fidelity.

Chapter 15: Fidelity Advisor Funds: Broker-Sold Funds for Everyone, Fidelity Style.

Chapter 16: Fidelity Index Funds.

Chapter 17: Exchange Traded Funds: Fidelity’s Playing Catch-Up, or Not.

PART FOUR: Securing Your Financial Future Using Fidelity’s Funds.

Chapter 18: Model Portfolios: Getting a Return on Your Investment in Fidelity.

Chapter 19: Fidelity Hot Hands Funds: Chasing Performance Can Work.

Chapter 20: Your Own Fidelity Mutual Fund: Fidelity’s Top 100 Holding.

Conclusion The Fidelity Way.

Appendix A: Fidelity Investor Centers.

Appendix B: Fidelity’s 2006 Fund Manager Map.

Appendix C: Lowell and Lynch.

Glossary of Investment Terms.

Glossary of Fidelity Investors’ Terms for Quick Reference.

About the Author.

Index.

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