Fidelity Investments
★ 4.8
AUM: $4.5T
Founded: 1946
Company Overview
AUM: $4.5T
Founded: 1946
Employees: 40000+
Location: Boston, Massachusetts, USA
Fund Categories:
Mutual Funds, ETFs, Retirement, Planning, Wealth Management
Investment Strategy
Blend of active and passive management with strong research focus
Fidelity Investments is a leading financial services provider known for its comprehensive range of investment products and services. They combine traditional investment expertise with modern technology to serve both retail and institutional clients.
Investment Approach
Fidelity offers both active and passive investment strategies:
- Proprietary research
- Fundamental analysis
- Quantitative methods
- Factor investing
Services Offered
The firm provides comprehensive financial services:
- Investment Management
- Retirement Planning
- Banking Services
- Trading Platform
- Wealth Management
Research and Education
Fidelity is known for its extensive research capabilities:
- Market Analysis
- Stock Research
- Fund Analysis
- Learning Center
- Webinars and Seminars
Top Performing Funds
Fidelity Contrafund
YTD
16.2%
1Y
19.5%
3Y
48.7%
Fidelity 500 Index Fund
YTD
15.1%
1Y
18.3%
3Y
44.2%
Advantages
- • Comprehensive research tools
- • Strong active management
- • Excellent customer service
- • Extensive branch network
Limitations
- • Some funds have high minimum investments
- • Higher fees on actively managed funds
- • Complex platform for beginners
Last updated: 2025-01-05T18:20:48+07:00