| What do you look for in you investment portfolio? | | | | international funds. There are several regional |
| Can you find all you need in one fund family. We | | | | funds like Latin America and the Pacific Basin, |
| take a look at Fidelity, and see if they can fulfill | | | | along with several single country funds like Japan, |
| your needs. | | | | Germany, and China. |
| First, most investors will need a variety of stock | | | | There are also a host of fixed income funds, |
| investment funds to choose from. Fidelity has | | | | ranging from money market funds to municipal |
| over 100 stock funds in their portfolio. This | | | | bond funds, government bond fund, and long |
| includes the Fidelity Select family, which has over | | | | term corporate bond funds. Something for almost |
| 40 Select funds. These are for the most part | | | | every twist of fixed income investing. |
| domestic sector funds, which invest in the stocks | | | | For those investors looking for a simpler |
| of companies that are in specific industries or | | | | approach, they offer their Freedom Funds and |
| sectors. Note that these are actively managed | | | | Fidelity Asset Manager funds. Both these are |
| funds, and don't simply track a sector index by | | | | designed to do the job of asset allocation for you, |
| buying and holding stocks in one of the indices, | | | | so it's more a one stop solution for your investing |
| which is the approach taken by many exchange | | | | needs. |
| traded funds. This gives the opportunity for | | | | Finally, if none of the Fidelity funds are exactly |
| above average returns. Sector funds are a | | | | what you are looking for, you can also buy one |
| favorite of many momentum investors, as they | | | | of several thousand mutual funds that are |
| will usually be able to find some area of strength | | | | offered through Fidelity in their no transaction fee |
| in the market in spite of an over market down | | | | program. As long as you meet the minimum |
| trend. For example, in the middle of the last bear | | | | holding period many of these funds can be traded |
| market for the year 2002, even though all the | | | | without any fees. |
| major market indices were down double digit | | | | Throw in a whole host of other products and |
| percentages, Fidelity had a handful of funds that | | | | services like retirement accounts, annuities, college |
| were still up for the year. | | | | savings plans, and insurance, and it's likely that you |
| If sector funds don't give enough diversification | | | | won't need to look elsewhere for your |
| for your portfolio, there are also a wide range of | | | | investment needs. |