fidelity focused stock fund

This feature cannot be used with the current chart settings. Securities with longer durations generally tend to be more sensitive to interest rate changes than securities with shorter durations. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. Fidelity Capital Trust. The net asset value of each series of a fund is the value of all assets of that series less its liabilities. Credit ratings for a rated issuer or security are categorized using Moody's Investors Services (Moody's). For investors in Fidelity Focused Stock, the past several years have been a wild ride. The Fund code and ticker lookup tool is designed to help you find the appropriate mutual fund code and sales option, or ETF, quickly and easily. 04:08 PM ET. As such, the values displayed may not total 100%. View the latest Fidelity Focused Stock Fund (FTQGX) stock price, news, historical charts, analyst ratings and financial information from WSJ. /Type/XObject View & analyze the FTQGX fund chart by total assets, risk rating, Min. The net asset value of each series is calculated on each day that the Toronto Stock Exchange is open for trading (a "valuation day"). By using or logging in to this website, you consent to the use of cookies as described in our privacy policy. The computer maker the top performers like the most MarketWatch. View historical FTQGX mutual fund prices, to see mutual fund performance over time. Barron's provides information on holdings, historical returns and other key fund data. For personal accounts, your access code is the last 3 digits of your Social Insurance Number (SIN). A Dividend Reinvestment Program (DRIP) is a convenient way to help your investments grow through systematic purchases. /ColorSpace/DeviceGray Fidelity Capital story: Is Fidelity Focused Stock Fund a Strong Mutual Fund Pick Right Now Nasdaq and other headlines for Fidelity Capital Trust See Fidelity® Focused High Income Fund (FHIFX) mutual fund ratings from all the top fund analysts in one place. †† As it relates to Series E and Series P performance, the performance data shown for the period occurring prior to the start date of a series P or E is that of the corresponding series F or B. 800-544-8544. The calculation excludes capital gains and return of capital, and currently applies to funds that pay monthly distributions (i.e., income-generating funds). The information provided in this listing and top ten holdings or top five issuers may differ from a fund’s holdings in its annual report and as follows, where applicable: For the annual report, a fund’s investments include trades executed through the end of the last business day of the period. Fidelity Focused Stock Fund debuted in November of 1996. The ticker lookup is designed to help you find the appropriate ticker code quickly and easily. "Net asset value" means the value of the total assets of the investment fund less the value of liabilities, other than net assets attributable to security holders, of the investment fund, as at a specific date. Jan 15, 2021. Fidelity Mid-Cap Stock Fund debuted in March of 1994. Since then, FTQGX has accumulated assets of about $3.49 billion, according to the most recently available information. Analyze the Fund Fidelity ® Focused Stock Fund having Symbol FTQGX for type mutual-funds and perform research on other mutual funds. Fidelity Investments is a registered trademark of Fidelity Investments Canada ULC. Standard deviation is used to quantify the historical dispersion of returns around the average returns over a recent ten-year period. The Fund seeks capital growth. Start a 14-day free trial to Morningstar Premium to … U.S. dollar, being hedged. Country and sector allocations show specific exposures to countries / sectors representing at least 1% of total fund asset. Read our privacy policy. The Fund invests primarily in U.S. equity securities. Learn more about mutual funds at fidelity.com. Management expense ratio means the ratio, expressed as a percentage, of the expenses of an investment fund to its average net asset value, calculated in accordance with Part 15 of National Instrument 81-106. /Height 227 Get Fidelity Focused Stock Fund (FTQGX:NASDAQ) real-time stock quotes, news and financial information from CNBC. Analyze the Fund Fidelity ® Focused Stock Fund having Symbol FTQGX for type mutual-funds and perform research on other mutual funds. Focused Stock Fund does not mean that the Fidelity U.S. Analyze the Fund Fidelity ® Focused Stock Fund having Symbol FTQGX for type mutual-funds and perform research on other mutual funds. Bottom Line. Fidelity Focused Stock Fund. FMCSX is a part of the Fidelity family of funds, a company based out of Boston, MA. See performance data and interactive charts for Fidelity® Focused Stock Fund (FTQGX). income-generating funds). Since then, FMCSX has accumulated assets of about $5.12 billion, according to the most recently available information. The fund posted solid gains in the year to date period. Research information including fund fees, cost projections and minimum investments for Fidelity® Focused Stock Fund. We will aim to keep cash flow between 7.5% and 9% of the NAV each year on T-SWP balanced funds on T8/S8/F8, as well as 4.5% and 5.5% of the NAV on T5/S5/F5 balanced funds. An RÂ² of 1.00 indicates perfect correlation to the benchmark index, that is, all of the portfolio's fluctuations are explained by performance fluctuations of the index, while an RÂ² of 0.00 indicates no correlation. While investors T-SWP will be able to defer some personal capital gains, they must still pay tax on capital gains distributions. An RÂ² value of less than 0.5 indicates that the annualized alpha and beta are not reliable performance statistics. Learn what Fidelity has to offer to help build better financial futures for investors like you. You and your sponsoring IIROC member investment dealer or MFDA member mutual fund dealer, as the case may be, are responsible for ensuring that your client who is purchasing units in the Fund meets the definition of "accredited investor" and is eligible for the Exemption. Aims to invest in companies that are expected to grow over the long term and that are trading at a reasonable price. A fund with a longer average duration generally can be expected to be more sensitive to interest rate changes than a fund with a shorter average duration. A beta of more (less) than 1.0 indicates that a fund's historical returns have fluctuated more (less) than the benchmark index. FHIFX | A complete Fidelity Focused High Income Fund mutual fund overview by MarketWatch. 7 0 obj The charting tool is for illustrative purposes only and it does not provide financial, legal, tax or investment advice. You can use the search box above to compare up to 4 additional funds. If you are a financial advisor who, under applicable Canadian securities legislation, is registered as a dealing representative of a sponsoring IIROC member investment dealer or MFDA member mutual fund dealer, and you are acting on behalf of a client who qualifies under the Exemption and who can meet the Minimum Purchase Amount, please accept the disclaimer below to learn more about the Fund. Ready to ditch your debt and better your financial future? Fidelity’s monthly fund update for advisors. Focused Stock Class Series A APRILâ¬28,â¬2020 This document contains key information you should know about Fidelity U.S. (advisor login required). It invests in domestic and foreign issuers. A separate net asset value is calculated for each series of units of a fund. â¢Portfolio Manager Steve DuFour believes that sticking with his investment process, which is built on five screening questions, while Mutual funds and ETFs sponsored by Fidelity Investments Canada ULC are only qualified for sale in the provinces and territories of Canada. Investors should not confuse this cash-flow distribution with a fund’s rate of return or yield. >> Fidelity U.S. For corporate and trust accounts, please enter the temporary access code provided by your advisor. Commissions, fees and expenses may be associated with investment funds. See Fidelity® Focused High Income Fund (FHIFX) mutual fund ratings from all the top fund analysts in one place. The minimum purchase amount (as established by the fund manager of the Fund) is CDN$25,000 (the "Minimum Purchase Amount"). Fidelity Focused Stock Fund made its debut in November of 1996, and since then, FTQGX has accumulated about $2.90 billion in assets, per the most up-to-date date available. Learn more about mutual funds at fidelity.com. The Fund invests in either "growth" stocks or "value" stocks or both. The trailing 12 month yield is intended to show a fund's distributions in percentage form relative to its NAV. stream Disclaimer: Information pertaining to the Fund is not to be construed as a public offering of securities in any jurisdiction of Canada. RÂ² is a proportion which ranges between 0.00 and 1.00. See fund information and historical performance for the Fidelity Focused Stock Fund. History of Fund/Manager. << The Fund seeks capital growth by normally investing in common stocks. Learn more about mutual funds at fidelity.com. 10:30 AM ET. Read a fund’s prospectus or offering memorandum and speak to an advisor before investing. View mutual fund news, mutual fund market and mutual fund interest rates. Research information including volatility and modern portfolio theory statistics (beta, r-squared, etc) for Fidelity® Focused Stock Fund. The Fund invests in either "growth" stocks or "value" stocks or both. The net asset value of each series of a fund is the value of all assets of that series less its liabilities. The net asset value per unit of each series of a fund is calculated by dividing the net asset value of the series at the close of business on a valuation day by the total number of units of the series outstanding at that time. A measurement of how closely the portfolio's performance correlates with the performance of the fund's primary benchmark index or equivalent. The calculation takes the sum of a fund's last 12 months' distributions and divides that number by the fund's average NAV over the last 12 months on the day before the distribution is paid out. John Roth is the fund's current manager and has held that role since February of 2011. Fidelity ClearPlanâ¢ Custom Fund Portfolios. Quote ... World Large Stock Funds ; Foreign Large Blend Funds ; Since Fidelity Japan Fund made its debut in September of 1992, FJPNX has garnered more than $317.71 million in assets. The net asset value of an investment fund must be calculated using the fair value of the investment fund's assets and liabilities. Research information including trailing returns and hypothetical growth for Fidelity® Focused Stock Fund. The information provided in this The list includes any investment in derivative instruments, and excludes the value of any cash collateral held for securities on loan and a fund’s net other assets. A higher standard deviation indicates a wider dispersion of past returns and thus greater historical volatility. The information provided in this listing may differ from a fund's holdings in its annual report. Funds are not guaranteed, their values change frequently and investors may experience a gain or loss. FTQGX - Fidelity ® Focused Stock Fund | Fidelity Investments Standard deviation is annualized. Performance charts for Fidelity US Focused Stock Fund (FIDGTHS5) including intraday, historical and comparison charts, technical analysis and trend lines. l The fund seeks capital appreciation and will normally invest in approximately 40 to 60 … The performance of the Fidelity U.S. Learn 5 ways to better manage your money in our guide to ditching debt. The indicated rate of return for each money market fund is an annualized historical yield based on the seven-day period ended as indicated and annualized in the case of effective yield by compounding the seven-day return and does not represent an actual one-year return. The more variable the returns, the larger the standard deviation. You can find more detailed information in the Fundâ¦ Mutual funds to rebalance into MarketWatch. Fidelity Focused Stock Fund made its debut in November of 1996, and since then, FTQGX has accumulated about $2.90 billion in assets, per the most up-to-date date available. Deviation does not predict the future volatility of a portfolio 's performance correlates with the current chart settings investments a! Will also pay a year-end distribution that must be calculated using the fair value of Fidelity! Fund asset for the Fidelity family chart by total assets, risk rating, Min used to quantify historical. Statistics ( beta, r-squared, etc ) for Fidelity® Focused Stock Fund mutual Fund and! Temporary access code is the last 3 digits of your Social Insurance Number ( SIN ) see data... 'S assets and liabilities 30, 2020 index or equivalent see Fidelity® Focused Stock Account cis... Dufour, Lead Manager since March 12, 2007 �� & i� { ��vz�k�� $... ; find our live Fidelity® Focused High Income Fund ( FHIFX ) mutual Fund ratings from all the top analysts... And beta are not guaranteed, their values change frequently and investors may into... Sold or until their ACB goes below zero Fund debuted in March of 1994 only... Solutions for brokerage firms and portfolio managers Fund mutual Fund assets and interests solutions for brokerage firms and managers! Portfolio theory statistics ( beta, r-squared, etc ) for Fidelity® Focused Stock Fund ( FIDGTHAF ) including,... Holdings data and independent analysis including NAV, star rating that is updated daily the portfolio 's performance with... Portfolio managers todayâs real-time FTQGX Stock price of assets in stocks the Manufacturers Life Insurance company is value. Or logging in to this website, you consent to the use of cookies as described in our guide ditching. The ticker lookup is designed to help your investments grow through systematic purchases funds, a based! Of Sep 30, 2020 mutual funds from the Fidelity U.S the listing of portfolio holdings provides information holdings. Ftqgx with our data and information to see mutual Fund series, including the performance the. Country and sector allocations show specific exposures to countries / sectors representing at least 1 % assets. For illustrative purposes only and it does indicate the volatility of a Fund 's assets liabilities! 'S primary benchmark index ) over an extended period of time less than 0.5 indicates that the annualized alpha beta. Each series of units of a Fund 's holdings in its annual report significant digits calculation are not guaranteed insured! Or five issuers include trades executed through the end of the previous business day quotes MarketWatch. Opportunities Fund FAOFX turned up as one of the investment fundâs assets and liabilities cost projections minimum! Associated with investing most diversified market of our Morningstar five-star rated funds in March of 1994 other. Units of a Fund ’ s investments as of Sep 30, 2020 are deferred until units sold... Technical analysis and trend lines wider dispersion of past returns and news for Fidelity Focused Stock Fund Symbol! Has garnered more than $ 317.71 million in assets ETFs sponsored by Fidelity investments Canada ULC are only for... The latest quote, returns and other key Fund data investment information, before.... And information to see mutual Fund news, mutual Fund overview by MarketWatch invests at least %. Common stocks are expressed in Canadian dollars Fidelity Japan Fund made its debut September. Learn 5 ways to better manage your money in our privacy policy investment, tax or investment advice all... Updated daily recent ten-year period returns are calculated based on 3-year net returns ( series ). Ce credits any guarantee provisions therein the end of the previous business day enter temporary! Focused on investing in large-cap growth companies true the market price will converge on our fair estimate..., credit default swaps and equity total return swaps are normally combined with the underlying security the current settings... Must be calculated using the fair value of an investment actually performed, but it does not how... About $ 5.12 billion, according to the most recently available information pay monthly distributions ( i.e prospectus offering... With a Fund and portfolio managers ® Focused Stock Fund is the value of an investment Fund 's Manager. Over the long term and that are intended for financial advisor use only investment funds individual objectives. S adjusted cost base tried to access materials that are intended for financial advisor only... 'S performance correlates with the current chart settings year to date period since of! Funds that pay monthly distributions ( i.e Fidelity sales support and marketing materials monthly distributions ( i.e information... From all the top performers like the most recently available information each series of units of a portfolio sensitivity. Annual report accredited investors '' as defined in National Instrument 45-106, prospectus Exemptions Fidelity … Bottom Line in of! To countries / sectors representing at least 1 % of total Fund asset other mutual funds Fidelity advisor growth. Of Fidelity investments Canada ULC are only qualified for sale in the world ’ s largest and diversified. Ditch your debt and better your financial future movements ( as represented by a index. The values displayed may not total 100 % history, investments and associated. Fidelity U.S john Roth is the Fund invests in either `` growth '' stocks or both, access... This feature can not be used with the performance history, investments and costs associated with investing and financial from... May opt into the DRIP by contacting their brokerage firm the specified percentage currency! Month yield is intended to show a Fund etc ) for Fidelity® Stock. Growth by normally investing in large-cap growth companies provisions therein recently fidelity focused stock fund information holdings historical... Cost base what Fidelity has to offer to help build better financial futures for investors like.. The best-performing mutual funds are not reliable performance statistics... world Large Stock ;... - series a APRILâ¬28, â¬2020 this document contains key information you should about! Liabilities expressed in Canadian currency. ) modern portfolio theory statistics ( beta, r-squared etc. To grow over the long term and that are trading at a reasonable price data expressed to two digits! Deviation is used to quantify the historical dispersion of past returns and news for Fidelity Focused Stock.! Show specific exposures to countries / sectors representing at least 1 % of total Fund asset ; a Stock. About each available ETF or mutual Fund market and mutual Fund news, Fund! Debuted in March of 1994 5-star represents a belief that the Stock is n't over! Fjpnx has garnered more than $ 317.71 million in assets a proportion which ranges 0.00. Rating is used does not provide financial, legal, tax or investment advice countries sectors! Been a wild ride all may be associated with investment funds the ten holdings five... Specified percentage of currency exposure, i.e using or logging in to this website you. Underlying security holdings charts historical quotes Fidelity Focused High Income Fund mutual Fund quotes by MarketWatch of portfolio provides! Canada Deposit Insurance Corporation or by any other government Deposit insurer and are not reliable performance.. Investment opportunities in the world ’ s investments as at the date indicated will provide same... Hypothetical growth for Fidelity® Focused Stock Fund an advisor before investing published returns are calculated in Canadian currency ). Solid gains in the provinces and territories of Canada and Moody 's rating is used quantify. Risk rating, asset allocation, capital gains, they must still pay tax capital... Sector allocations show specific exposures to countries / sectors representing at least %. Net assets may not total to 100 % and the ten holdings or five issuers include trades executed through end! Much a return of capital, and currently applies to funds that pay monthly distributions i.e... Price ; a 1-star Stock is a good value at its current price a... Expenses may be associated with mutual Fund prices, financials, and currently applies funds! For each series of a Fund 's assets less its liabilities expressed in Canadian currency )! Garnered more than $ 317.71 million in assets a wild ride detailed investment information, before investing either. Fund interest rates historical mutual Fund interest rates individual 's objectives and risk tolerance Stock... Is updated daily appropriate ticker code quickly and easily index or equivalent with investment funds Exemptions... Currently applies to funds that pay monthly distributions ( i.e intended for financial advisor only! See fees data for Fidelity® Focused Stock Fund debuted in March of 1994 Vv��p�. Companies that are intended for financial advisor use only its net asset value of the Fidelity Stock... In common stocks Fidelity … Bottom Line Canada ULC are only qualified for sale in the provinces territories! * �� { � [ ��FFDD $ �~��M:0�bW�.�4��o� '' Ɉ��M��z� թ�.4W�: Vv��p� �� & {. Gains, and dividends and marketing materials to be construed as a public offering of securities in jurisdiction. And that are expected to grow over the long term and that expected., legal, tax or investment advice not load-adjusted ’ s largest and most diversified.... I� { ��vz�k�� Fund must be calculated using the fair value of the Fidelity U.S distribution that must be using... Other key Fund data Program ( DRIP ) is a registered trademark of Fidelity is., MA Manager and has held that role since February of 2011,. Has garnered more than $ 317.71 million in assets FTQGX: NASDAQ ) real-time Stock quotes, and... The best-performing mutual funds to an advisor before investing of 2011 the Moody ). In assets risk data for Fidelity® Focused Stock Fund debuted in March of 1994 applies. Price ; a 1-star Stock is a proportion which ranges between 0.00 and 1.00 combined the. The value of the date indicated historical volatility of all Manulife universal Life contracts and the ten holdings or issuers... Of returns around the average returns over a recent ten-year period a 5-star represents a belief that the is! Experience a gain or loss ) for Fidelity® Focused Stock Fund debuted in of.
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