Skip to Main Content. Learn How to Beat Inflation With These Investment Strategies, 10 Ways to Time the Market With Mutual Funds, Beat Rising Interest Rates With These Bond Mutual Funds, This is Where to Invest When Interest Rates Go Up, The Returns of Short, Intermediate, and Long Term Bonds, These Are the Best Types of Funds for 401(k) Plans, How to Know If TIPS Funds Are Best For You, The Best Mutual Funds and ETFs That Invest in Health Stocks, The Best Bond Index Funds to Buy From Vanguard and Fidelity, See the Best Index Funds to Buy for Long-Term Investing, Learn the Pros and Cons of Short-Term Bond vs. Money Market Funds. The fund has posted solid gains in … The information is presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. These are the best Fidelity funds by performance for your Fidelity 401(k). January 20, 2016. "If you live in the U.S., having some international exposure adds to your overall diversity," Strahilevitz says.     “Bear Market Category.” Accessed June 15, 2020. Whether its Fidelity funds or Fidelity ETFs, investors have plenty of solid options to choose from — and most come with favorable or no fees. Their investment objective is to provide concentrated exposure to specific industry groups called sectors. “Alternative Investments Observer,” Page 5. “Normally investing at least 80% of assets in low-priced stocks (those priced at or below $35 per share or with an earnings yield at or above the median for the Russell 2000 Index), which can lead to investments in small and medium-sized companies,” according to Fidelity. “Investing in Gold.” Accessed June 15, 2020. Accessed June 15, 2020. This Fidelity fund’s top 10 holdings include familiar fare, such as Apple, Microsoft and Amazon. Copyright © Morningstar. While others are all-stars because they lose the least in bear markets. quotes delayed at least 15 minutes, all others at least 20 minutes. Sector funds focus on a specific industry, social objective, or industrial sectors such as healthcare, real estate, or technology. Learn more about mutual funds at fidelity.com. Fidelity Viewpoints – 04/16/2020 1300 Key takeaways. A bear market is commonly defined as a decline of at least 20% from the market's high point to its low during a selloff and the drop from a record high on February 19 to bear country less than a month later was the fastest and steepest decline on record. At the same time, if you use a … The Fidelity Low-Priced Stock Fund defines “low-priced” stocks as those with price tags of $35 or below, but this Fidelity fund is not confined to that universe. Like consumer staples, consumers need medicine and go to the doctor in both good and bad times. When traders and investors anticipate an economic slowdown, they tend to move into funds that invest in real asset types, such as gold funds, that they perceive to be more reliable than investment securities, currencies, and cash.. They are mutual fund portfolios built and designed to make money during a bear market, hence the name. “S&P 500 Annual Total Return.” Accessed June 15, 2020. Fidelity Investments is a powerhouse in retirement planning. 2020 InvestorPlace Media, LLC. Additional cost efficiencies can be realized with this Fidelity fund because it is part of the firm’s expansive platform of commission-free ETF offerings. Customer Service ... Bear Market *Data provided by Morningstar. ETFs tracking the Nasdaq 100 typically garner more attention than ONEQ, but the Fidelity ETF is up almost 25% this year and allocates over 20% of its weight to Microsoft and Apple. Fidelity funds include an expansive lineup of fixed-income offerings, an asset class that Fidelity ETFs are breaking into as well. Past performance is not indicative of future results. As of this writing, Todd Shriber did not hold a position in any of the aforementioned securities. Facebook; Twitter; LinkedIn; Default text size A; Larger text size A; Largest text size A; Bear market guide for young investors Consider these 5 steps to help set yourself up for a strong financial future. To that end, the quality factor is one of the best-performing factors again this year. The Fidelity High Yield Factor ETF, an actively managed fund, is one of the newest Fidelity funds offering exposure to bonds. For broad stock market exposure at index-fund pricing, FSKAX is definitely one of the best performing Fidelity funds for retirement. 7 Christmas Stocks to Buy for Happy Holidays, Louis Navellier and the InvestorPlace Research Staff, Matt McCall and the InvestorPlace Research Staff, What Did the Stock Market Do? YCharts. Federal Trade Commission. ONEQ “uses statistical sampling techniques that take into account such factors as capitalization, industry exposures, dividend yield, price/earnings (P/E) ratio, price/book (P/B) ratio, and earnings growth to create a portfolio of securities listed in the Nasdaq Composite Index that have a similar investment profile to the entire index,” according to Fidelity. Investors put more into Fidelity … Like total market funds, extended market funds are usually cost-effective, but this Fidelity fund ups that ante without charging an annual fee. By using The Balance, you accept our. 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