No. of Recommendations: 0
In the days of Peter Lynch, Fidelity was as outstanding achiever. Now performance seems medicore.

My core holdings are index funds held in my 401K and taxable account at Vanguard. But I also have accounts at Fidelity and use these to supplement my core holdings with actively managed funds. I've been very happy with the 2004 performance of:

FRESX 24.6%
FDVLX 14.8%
FSMEX 16.9%
FISMX 24.7%

These percentages represent the increase in NAV only, dividends are not included, but would increase the percentages above.

I am also happy with the return in my Fidelity annuity account of 17.34%, mostly due to emerging market and REIT holdings.

I am less impressed with FAERX (12.48%), which I was stuck with to form my large-cap foreign core in my 401K. The 401K is today dropping FAERX and replacing it with an index fund that tracks the MSCI EAFE Index (18.42%)--me happy!

Print the post  


The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
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.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! 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.