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Mutual Funds and Mutual Fund Investing — Fidelity Investments

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Mutual Funds and Mutual Fund Investing — Fidelity Investments

Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be «Fidelity.

Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. Addrees is a violation of law in some jurisdictions to falsely identify yourself in an email.

All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be «Fidelity. If your goal is to generate income from your investjents, explore these model portfolios.

Get started. As an investor, you have your own knowledge of funds, tolerance for risk, and preference for asset allocation. Matching your unique financial situation to a particular goal—such as investing for growth and income—requires research and strategy. To help you craft or adjust your investment approach, we’ve developed three models of income-generating portfolios: Conservative Income, Balanced Income, and Growth Income.

These portfolios emphasize interest and dividend income as a component of total return for a given level of investment risk. While the primary focus of the portfolios is to provide income, the underlying mutual funds continue to seek growth of capital over the long term. Start by assessing your current circumstances and your short- and long-term financial goals; then compare and contrast the three model portfolios.

Review the methodology document PDF to learn how these models were created. This information can help inform fidelity investments mutual funds address research into each individual fund, as well as into other funds, including non-Fidelity funds.

Use these model portfolios to help you research investments, refine your existing portfolio, and even build your own income-focused portfolio. This asset mix may be appropriate for investors who wish to minimize fluctuations in market value, compared to an equity-only portfolio, and who seek to emphasize dividend and interest income versus capital appreciation as a component of total return.

To learn more about our model portfolios, please see our methodology Fdielity. This asset mix may be appropriate for investors with a moderate tolerance for fluctuations in market value, and who seek to emphasize dividend and interest income versus capital appreciation as a component of total return.

The primary objective of the Fidelity Fund Portfolios—Income is to provide a representation of just one way you might construct a portfolio of Fidelity mutual funds, designed for the purpose of providing a focus on interest and dividend income, over a range of long term risk levels, which are consistent with the asset allocations of a sub set of Fidelity’s Target Asset Mixes TAMs.

This asset mix may be appropriate for investors with a significant tolerance for fluctuations in market value, and who seek to emphasize dividend and interest income in addition to capital appreciation as a component of total return. Investing for Income Develop a strategy that seeks to generate income from your retirement portfolio. Retirement Planning We can provide guidance, tools, and services to help you prepare for retirement. Research mutual funds. Log in to view your portfolio.

Speak with an Investment Professional Building a portfolio of income-producing mutual funds. Create or review your retirement goals, evaluate investment strategies, and get a report with next steps to consider. Learn more about Fidelity Fund Portfolios — Income.

Where to seek income in Opportunities are appearing in a wide variety of places including convertible bonds and dividend-paying stocks. Tax-loss harvesting. Skip to Main Content. Search fidelity. Investment Products. Why Fidelity. Print Email Email.

Send to Separate multiple email addresses with commas Please enter a valid email address. Your email address Please enter a valid email address. Message Optional. Mutual Funds Overview. Fidelity Fund Portfolios—Income If your goal is to generate income from your investments, explore these model portfolios. Income-Focused Conservative. Income-Focused Balanced. Income-Focused Growth. Plan retirement on your terms Fidelity can help guide you along the path to—and through—retirement.

Next steps Research mutual funds. Additional resources Building a portfolio of income-producing mutual funds. From our experts 5 ways to fortify your retirement Put your investing dollars to work with the triple tax-advantaged health savings account.

Where to seek income in Opportunities are appearing in a wide variety of places including convertible bonds and dividend-paying stocks. Tax-loss harvesting If you have investment losses, you might consider this strategy. Before investing, consider the funds’ investment objectives, risks, charges, and expenses.

Contact Fidelity for a prospectus or, if available, addrwss summary prospectus containing this information. Read it carefully. Diversification and asset allocation do not ensure a profit or guarantee against a loss.

Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. In general, the bond market is volatile, and fixed income securities carry interest rate risk.

As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities. Fixed income securities also carry inflation risk, liquidity risk, call risk, and credit and default risks for both issuers and counterparties. Unlike inveestments bonds, most bond funds do not have a maturity date, so investmengs them until maturity to avoid losses caused by price volatility is not possible.

Fidelity’s guidance is educational and should not be the primary basis of your investment decisions. Please see the model portfolio methodology PDF for more information about how the models are created.

You should also carefully research any fund you may be considering prior to making an investment decision. We can change or update the model portfolios at any time. Fidelity will not notify you when they are updated. The model portfolios may contain taxable investmentz funds. Depending on your tax situation, municipal bond funds may be more appropriate for you. Please consult with your investment or tax advisor, if applicable, prior to taking action. In applying the model portfolio mutuxl any other results to your individual situation, invesgments sure to consider other assets, income and investments e.

The model portfolios are not designed to maximize return or predict the highest performing funds. Investents enter a valid ZIP code. All Rights Reserved.

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Be sure to include your IRA account number on the check. Ways to connect. Ask fynds passwords, beneficiaries, and other service-related topics. Virtual Assistant is Fidelity’s automated natural language search engine to help you find information on the Fidelity. I have questions about a kbor fidelity investments mutual funds address workplace account Log In Required. I want to contribute to my IRA. Responses provided by the Virtual Assistant are to help you navigate Fidelity. Fidelity does not guarantee accuracy of results or fiddlity of information provided. It is a violation of law in some jurisdictions to falsely identify yourself in an email. It is a violation of law in some jurisdictions to falsely identify yourself in an email. Please enter a valid ZIP code. I want to place a trade Log In Required. You can also order pre-printed deposit slips Log In Required. Print Share Share. For account servicing requests, you may send our customer service team a secure, encrypted message once you have logged in to our website.