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Author: billjam Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 77084  
Subject: Re: Fidelity VIP II Contrafund Date: 9/17/2008 8:55 AM
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I ran into this when checking some broker sold funds a friend holds. Similar names but multiple symbols. From what I could tell Fido sells the same fund with different front loads depending on what they negotiate with the financial adviser. (Might be 3% with one and 5% with another.) Each one gets it's own symbol, which makes sense. There could also be annual fees involved. So while the fund's holdings might be identical or at least similar, there could be big differences in performance net of fees.

It's been a while since I did this, but I think I was able to enter the symbols at Morningstar and find some info even though the broker sold funds weren't included in their list of Fido family funds. Not certain it was Morningstar but I know I found the info somewhere online.
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