For example, these Fidelity Funds have out performed the S&P for 10 years. Why all the push for ETFs that follow an index when you get these kinds of numbers? Sure, there are higher fees but, as the guy who posted this info said, ‘higher returns & higher fees always beats lower returns & lower fees’
What am I missing?
Ticker Symbol - Full Title /Avg Annual Growth / Year of Inception / Annual fee. Asterisk (*) indicates 4 or 5 star Morningstar rating. Info accurate as of late December 2017
LG CAP
FCNTX - Fidelity Contrafund - 12.58% / 1967 / 0.68% *
FMAGX - Fidelity Magellan Fund / 16.05% / 1963 / 0.68%
FMILX - Fidelity New Millenium Fund/ 13.43% /1992 / 0.54%
FOCPX - Fidelity OTC Portfolio / 13.82% / 1984 / 0.84% *
FTRNX - Fidelity Trend Fund / 11.84% / 1958 / 0.74% *
FBGRX - Fidelity Blue Chip Growth Fund / 11.69% / 1987 / 0.70% *
PARWX - Parnasus Endeavor Fund Shares / 12.84% / 2005 / 0.95% *
MID CAP
FLPSX - Fidelity Low Priced Stock Fund / 13.86% / 1989 / 0.68% *
FDVLX - Fidelity Value Fund / 12.27% / 1978 / 0.67%
FLVCX - Levereged Company Stock Fund / 12.33 % / 2000 / 0.80%
SMALL CAP
FCPVX - Fidelity Small Cap Value Fund / 11.56% / 2004 / 0.99% *
INTERNATIONAL
FISMX - Fidelity Small Cap International Fund / 14.35% / 2002 / 1.34% *
OTHER/SPECIALTY
FSRPX - Fidelity Select Retailing Portfolio - 13.78% / 1985 / 0.78% *
FDLSX - Select Leisure Portfolio - 14.07% / 1984 / 0.80% / 0.80% *
FDFAX - Select Consumer Staples Portfolio / 12.69% / 1985 / 0.76%
FSCHX - Fidelity Select Chemicals Portfolio / 14.25% / 1985 / 0.80% *
FSPHX - Fidelity Select Health Care Portfolio /15.78% / 1981 / 0.74% *
FBIOX - Fidelity Select Biotechnology Portfolio / 13.58% / 0.75%
FSPTX - Select Technology Portfolio / 13.21% / 1981 / 0.77%
FSCSX - Fidelity Select Software and IT Services Porfolio / 15.99% / 1985 / 0.76% *
FSRFX - Fidelity Select Transportation Porfolio / 12.99% / 1986 / 0.83% *
FSELX - Fidliety Select Semiconductors Portfolio / 12.46% / 1985 / 0.77% *
FBMPX - Fidelity Select Multimedia Portfolio / 12.42% / 1986 / 0.82%
FSDAX - Fidelity Select Defense and Aerospace Portfolio / 12.16% / 1984 / 0.79% *
Submitted May 27, 2018 at 11:43PM by Sommersby https://ift.tt/2GY7UTY
