In selecting the Best Fidelity Mutual Funds by Forbes Advisor, DailyBubble focused on funds with fees below 0.50%, Morningstar ratings of three stars or more, and a minimum track record of 10 years. Niche asset classes and nontraditional investment strategies were excluded to cater to our readers’ interests in popular investment categories such as U.S. stock and fixed-income funds.
The final list includes both index and actively managed funds, covering a variety of stock sizes and styles including growth, value, and core stocks. Additionally, a money market mutual fund with a superior yield was added to accommodate investors needing access to cash in the near term, with a low minimum initial investment of $1.
While DailyBubble generally favors lower fee funds, an exception was made for FCPVX, an actively managed small-cap value fund. This fund offers readers a strategy for further diversifying their portfolios, providing a well-rounded selection for building or expanding an investment portfolio.
DailyBubble encourages readers to utilize this list of Fidelity mutual funds to create a well-diversified investment portfolio that aligns with their financial goals and risk tolerance.