This is not necessarily a bad thing for investors who really like the growth potential of high-tech stocks or the stability of mega-cap Silicon Valley icons. If that's your investing style, this is one of the best Fidelity funds for you. Not every small-cap stock is destined for those kinds of gains, of course.
These companies have higher risk profiles that also could result in larger potential losses than the more stable blue chips on Wall Street. But you also can score bigger rewards in the long run if the cards fall right. Some stocks get smaller than the low end of that range after declines and some get larger than the high end when they go on a short-term run.
However, if those valuations change for a long enough period of time, then the stock will either graduate into a large-cap fund or be demoted to a small-cap fund to keep the strategy in line.
The resulting makeup of this stock fund is quite interesting, and truly diversified thanks to this narrow band of investments in the equity market. Plus, every position is weighted at less than 0.
Speaking of narrow bands of the stock market, some investors might be less interested in sorting stocks by size and instead are interested in specific sectors. That's not the typical makeup you'll find in a passive tech ETF. Of course, fees are a bit steeper than a simple index fund that buys all the Silicon Valley giants.
However, Fidelity funds have historically empowered active managers — so if you're concerned about some kind of shakeup in the market, the hands-on approach of FSPTX might provide some peace of mind. As many investors know, healthcare is one of the more reliable sectors on Wall Street thanks to a constant flow of "customers" as people age and experience medical issues regardless of the macroeconomic outlook.
And without moralizing about the state of American healthcare, it's important to also acknowledge that inflation in U. If you want to follow that constant increase in spending, then why not focus on this sector? FSPHX provides a simple and diversified way to do so. Admittedly, this is one of the Fidelity funds featured here that has lagged the broader market over the last year or so as the initial surge in healthcare stocks prompted by the pandemic has abated more recently.
However, the fund's manager has been at the helm since and has a lot of experience riding the ups and downs of the sector with an eye on the long term. This Fidelity fund owns about or so blue-chip stocks. But lest you think this is just a mirror image of the FXAIX, it's important to point out the weightings and makeup are very different, even if many of the same names are on the list. There's obviously more risk when you go all-in on a short list of stocks or sectors.
A core holding for almost every long-term, growth-oriented portfolio, the fund holds a focused list of about or so top stocks. And more importantly, it isn't afraid to go with big weightings towards names it believes in. Supporting documentation for any claims, if applicable, will be furnished upon request.
ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses. Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the fund.
Zero account minimums and zero account fees apply to retail brokerage accounts only. Expenses charged by investments e. Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money. Please note, this security will not be marginable for 30 days from the settlement date, at which time it will automatically become eligible for margin collateral.
Fidelity may add or waive commissions on ETFs without prior notice. Skip to Main Content. Search fidelity. Investment Products. Why Fidelity.
Home » Investment Products » Trading ». Print Email Email. There's a mix of Fidelity and third-party content, including courses intended to guide learners forward. An easy way to find topics is to enter a few keywords in the "What can we help you find today? The sessions are interactive and usually have fewer than participants.
Sessions are broken down into six topics: daily market briefings, options trading, trading tools, trading basics, technical analysis, and live webinar follow-up. The mobile apps feature "Learning Programs" to help beginners better understand market and investing concepts. In July , Fidelity launched a separate mobile app called Fidelity Spire, designed to help you "plan, save, and invest smarter.
Spire also serves up helpful articles related to your goals. Rounding out Fidelity's educational offerings are an investing glossary, a comprehensive FAQ section, and guest access for non-customers to use its research and education. Fidelity's security is up to industry standards:. Fidelity has one of the most transparent and easy-to-understand pricing schedules in the industry.
There are no minimums to open an account, and its margin rates are some of the most competitive in the industry.
Commission, fees, and margin rates are all stated clearly in one place. Stocks, ETFs, and options have zero commissions, and many fees that brokers traditionally charge—such as account transfer fees and bank wire fees—have been eliminated. The only costs you may have to hunt for involve forex—the company doesn't post information about that asset class on its website, so you have to call for details.
Fidelity has been one of our top picks in a variety of categories for three years running. It's one of the more well-rounded brokerage firms out there, and it can be a good fit for retail investors and traders of all experience levels.
Buy-and-hold investors will likely find all the tools they need within the web platform. More active investors and traders can use Active Trader Pro, which offers more bells and whistles—and more customization options.
Overall, Fidelity shines with low costs, robust screeners, excellent trade executions, and a rich assortment of educational offerings. That said, Fidelity may not be the right choice for everyone. Anyone who wants to trade futures, commodities, or crypto will have to look elsewhere.
And, while there are tools for options traders, competing platforms do a better job of helping you find trading opportunities. For the average investor, however, Fidelity makes a strong case for being the online brokerage of choice with its deep feature set and commitment to making and saving you money. Investopedia is dedicated to providing investors with unbiased, comprehensive reviews and ratings of online brokers.
We established a rating scale based on our criteria, collecting thousands of data points that we weighed into our star-scoring system. Click here to read our full methodology. Execution Quality: Overview. Accessed September Why Fidelity: Pricing and Fees. Your Privacy Rights. To change or withdraw your consent choices for Investopedia.
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Your Practice. Popular Courses. Brokers Stock Brokers. Key Takeaways Excellent educational resources for new investors entering the market for the first time. Increased focus on execution quality and cash management help clients improve investing returns. Cons Relatively high broker-assisted trade fee. Compare to Similar Brokers. Sign up now. Full Review Where Fidelity shines. Fidelity is best for:. Frequent traders. Beginner investors. Research and data. Retirement planning assistance.
Account minimum. Stock trading costs. Options trades. Tradable securities. Crypto offering. Trading platform. Mobile app. Free and extensive. More detail about Fidelity's ratings. Account minimum: 5 out of 5 stars. Stock trading costs: 5 out of 5 stars.
Options trades: 4 out of 5 stars. Account fees: 5 out of 5 stars. Number of no-transaction-fee mutual funds: 4 out of 5 stars. Tradable securities available: 3 out of 5 stars. Crypto offering: 2 out of 5 stars.
Trading platform: 5 out of 5 stars. Mobile app: 5 out of 5 stars.
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