UnThreaded | Threaded | Whole Thread (3) | Ignore Thread Prev | Next
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 76418  
Subject: Re: Fidelity VIP II Contrafund Date: 9/17/2008 8:55 AM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 1
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.
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (3) | Ignore Thread Prev | Next

Announcements

The Retire Early Home Page
Discussion on accelerating retirement day.
Foolanthropy 2014!
By working with young, first-time moms, Nurse-Family Partnership is able to truly change lives – for generations to come.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Post of the Day:
Macro Economics

Looking at Currency Ratios
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement