Mutual Fund Evaluator and Compare Funds Disclosure | ||||
1. These are research tools. The Fund Evaluator and Compare Funds tools provide you with a way to research the thousands of funds available through Fidelity using Morningstar data. The Compare Funds feature is a tool that allows you to conduct side-by-side comparisons of up to five mutual funds according to the following criteria: Fund Objective, StyleMap, Morningstar Rating, Morningstar Category, Year-to-Date, 1-year, 3-year, 5-year, and 10-year Performance; Expense Ratio and Assets. Additional data may be found by clicking on the fund name in either tool. This will enable you to view, among other things, additional Morningstar ratings information, standard performance, specific loads and fees as well as volatility measures associated with the fund. The Fund Evaluator and Compare Funds tools have been provided to help self-directed investors evaluate mutual funds based on their own needs and circumstances. The criteria entered is at the sole discretion of the user and any information obtained should not be considered an offer to buy or sell, a solicitation of an offer to buy, or a recommendation for any securities. You acknowledge that your requests for information are unsolicited and shall neither constitute, nor be considered as investment advice by Fidelity Brokerage Services, LLC., Fidelity Distributors Corporation, or their affiliates (collectively, "Fidelity"). All funds are offered by prospectus. While these research tools may be of use to investors in evaluating certain information on mutual funds, they should not be considered to include every factor that may be necessary for an investor to make a decision to invest in a mutual fund. A decision to invest in a particular mutual fund may be based on a number of factors, including investors' needs, goals and comfort with risk.
2. Leaving the Fund Evaluator and Compare Funds tools
3. Morningstar data Fidelity does not guarantee the suitability or potential value of any particular investment or information source. Data and information is provided for informational purposes only. All data is historical and is subject to change at any time. Performance data quoted represents past performance, and the return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost.
4. Funds available
5. Order of Results
6. Taxes
"No Transaction Fee" Funds (NTF) Fidelity reserves the right to change the funds available with no transaction fees and reinstate the fees on any funds. Fidelity will charge a transaction fee each time you sell or exchange shares of FundsNetwork funds purchased without paying a transaction fee or load and held less than 180 days (short-term trade). In addition, if you place more than 15 short-term trades in a 12-month period in your account, Fidelity will begin charging a transaction fee each time you purchase or exchange shares including automatic investments of FundsNetwork funds (typically available without paying a transaction fee or load) in that account for the following 12 months. Fidelity funds, money market funds and shares purchased through dividend reinvestment are excluded. The transaction fee will be based on the existing FundsNetwork transaction fee schedule applicable to that account. Transaction fee discounts for trading via Fidelity Automated Service TelephoneSM (FAST) or www.fidelity.com will apply. This program is subject to change without notice. Fidelity may receive remuneration for providing certain recordkeeping and shareholder services to the fund family(ies).
Load Funds
Funds with transaction fees
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