All other things being equal, I would prefer to invest in the total stock market, because of its exposure to the entire stock market, including small-cap and mid-cap stocks. Over the past two years through February 29, New Millennium lost a cumulative 8.4%; Contra gained 4.6%, and Standard & … These are the best Fidelity funds by performance for your Fidelity 401(k). vs. S&P 500.   5. Overall Average Signal calculated from all 13 indicators. SVB Financial Group stock price target raised to $420 vs. $360 at Truist Securities 6:52a Renasant Corp. stock price target raised to $35 vs. $31 at Truist Securities Many investors ask whether it is sufficient to invest in an S&P 500 fund such as FXAIX. Both FNCMX and FCNTX are mutual funds. For example, Berkshire Hathaway has class A and class B shares. The fund invests primarily in common stocks. The annual expense ratio of 0.68% is lower than the category average of 1.15%. Fidelity® Contrafund® Fund No Load (FCNTX) Dividend Growth History: By month or year. Investors put … Holdings. Not FDIC Insured May Lose alue No Bank Guarantee FACT SHEET SEPTEMBER 30, 2020 FIDELITY INSTITUTIONAL SM Fidelity Contrafund® SYMBOL: FCNTX OBJECTIVE: Capital appreciation STRATEGY: Investing in securities of companies whose value FMR® believes is not fully recognized by the public. Fidelity Investments is a powerhouse in retirement planning. The Fidelity Contrafund (FCNTX) is the largest actively managed mutual fund in the world, with more than $112 billion in assets under management (AUM) as of March 25, 2020. Get Fidelity Contrafund (FCNTX:NASDAQ) real-time stock quotes, news and financial information from CNBC. Fidelity Management & Research normally invests at least 65% of the assets in securities principally traded on the OTC market, which has more small and medium-sized companies. See holdings data for Fidelity® OTC Portfolio (FOCPX). Signal Strength is a long-term measurement of the historical strength of the Signal, while Signal Direction is a short-term (3-Day) measurement of the movement of the Signal. Fidelity OTC Portfolio (FOCPX) Overall Average: 100% Buy. The lower expense ratio (0.93% vs 1.01%) of FBGRX combined with its superior 1-year performance (32% vs 27.6%) over FCNTX gives me pause of using only FCNTX for large-cap exposure. Historical and current end-of-day data provided by FACTSET. 7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $15 a month, without ads. I would seriously consider looking into other investment firms that allow you to invest in a fund that mirrors the S&P 500 with a lower minimum investment. Intraday Data provided by FACTSET and subject to terms of use. FCNTX. Fees Below is the comparison between FCNTX and FOCPX. How much will you get with new stimulus checks and additional federal unemployment benefits? View Complete Thread. These are the best Fidelity funds by performance for your Fidelity 401(k). Sadly the minimum investment doesn't allow you to do so. Investment Objective The investment seeks capital appreciation. Real-time last sale data for U.S. stock quotes reflect trades reported through Nasdaq only. As evidenced by the returns of FCNTX and FOCPX, majority funds in Fidelity generate favorable returns. The Fund seeks capital appreciation. FSCSX: Software and IT Services Portfolio - Fund Profile. Start a free trial. Fidelity Mutual Fund distributions for tax planning (may not be accurate for tax reporting) Europe Markets Chart. Unfortunately I don't have access to other Fidelity large-cap funds such as FDGRX and FMAGX, only FCNTX and FBGRX. Currencies Chart. VTSAX vs. VFIAX: Differences in Composition. Cookie Notice. London Markets, Tickers (limit 5): The Fund invests more than 25% of assets in the technology sector. FCNTX: Fidelity Contra Fund - Fund Profile. FCNTX has total assets of $130.7 billion, a three-year annualized return of 18.47%, and an expense ratio of 0.85%. By using this site, you agree to the Subscriber Agreement & Terms of Use Returns FCNTX's three-month returns and one-year annualized returns are 10.1% and 15.6%, respectively. Back in the 1990s, it was one of the funds that helped build Fidelity Investments' reputation as a … Analyze the Fund Fidelity ® OTC Portfolio having Symbol FOCPX for type mutual-funds and perform research on other mutual funds. Use the Mutual Fund to ETF Converter to find ETF alternatives to over 10,000 traditional actively-managed mutual funds. Jack Ma offered China parts of Ant Group to save IPO, Lockheed Buys Aerojet Rocketdyne, Betting On Space, 'Star Wars' novelists seek royalties from Disney, NHL agrees to shortened season starting Jan. 13, Dow futures see muted gains Sunday night as Congress strikes $900 billion coronavirus-aid pact that's 'far from perfect', Futures Rise as Congress Reaches Stimulus Deal, Bans on U.K. travelers begin in some parts of Europe, amid highly infectious COVID-19 strain, Here’s what’s coming to Amazon Prime Video in January 2021, EU-U.K. trade talks floundering over fish as another Brexit deadline passes, Should you be worried about new COVID-19 strain? At Yahoo Finance, you get free stock quotes, up-to-date news, portfolio management resources, international market data, social interaction and mortgage rates that help you manage your financial life. Although FCNTX seems to be a great fund, investing in FUSVX now would be a great idea. Though FOCPX is high-performing, it's not highly diversified in comparison with other index funds. L.A. hospitals consider rationing care as coronavirus cases threaten to overwhelm, McConnell says stimulus deal has been reached, Trump again seeks to overturn Pennsylvania election results, Saudi Arabia suspends all international flights amid coronavirus fears, ‘Wonder Woman 1984’ earns nearly $40 million at global box office, Biden won’t discuss possible probe of his son with AG candidates, aide says, ‘Terrible message’: Birx had holiday with extended family, after urging others not to. FNCMX has a higher 5-year return than FCNTX (18.5% vs 16.23%). See Fidelity® OTC Portfolio (FOCPX) mutual fund ratings from all the top fund analysts in one place. Portions of the mutual fund performance information contained in this display was supplied by Lipper, A Reuters Company, subject to the following: Copyright 2011 © Reuters. Intraday data delayed at least 15 minutes or per exchange requirements. Both FCNTX and FOCPX are mutual funds. Below is the comparison between FNCMX and FCNTX. FCNTX has a lower expense ratio than FOCPX (0.85% vs 0.87%). Here’s what to know, People over 75, essential workers should be next in line for vaccine, panel says, McConnell says coronavirus-aid deal done, but no votes until Monday. Fidelity® Contrafund® FCNTX Morningstar Analyst Rating Analyst rating as of Feb 18, 2020. There are 509 stocks in the index, though, because some companies have more than one “class” of stock. Get the lastest Fund Profile for Software and IT Services Portfolio from Zacks Investment Research FCNTX has a lower expense ratio than FOCPX (0.85% vs 0.87%). Get the lastest Fund Profile for Fidelity Contra Fund from Zacks Investment Research Start a 14 … Fidelity Contrafund (NASDAQMUTFUND:FCNTX) has long been one of the legends of Wall Street. All rights reserved. Fidelity Investments is a powerhouse in retirement planning. FNCMX has a lower expense ratio than FCNTX (0.3% vs 0.82%). As the name suggests, the S&P 500 is composed of the largest 500 publicly traded companies in the U.S. Learn about FOCPX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. All quotes are in local exchange time. The Fund seeks capital appreciation. FOCPX | A complete Fidelity OTC Portfolio mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates. Privacy Notice and Since Jan. 4, 2007, Chai’s Select Technology has returned roughly 170%, vs. “just” a double (including dividends) for the S&P 500. FCNTX has a lower 5-year return than FOCPX (17.61% vs 22.78%). Learn more about mutual funds at fidelity.com. These are the best Fidelity funds by performance for your Fidelity 401(k). Lipper shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon. FCNTX has a lower 5-year return than FOCPX (17.61% vs 22.78%). The Fund normally invests primarily in common stocks and may invest in both domestic and foreign issuers. Research information including asset allocation, sector weightings and top holdings for Fidelity® OTC Portfolio. Below is the comparison between FCNTX and FOCPX. Risk Any copying, republication or redistribution of Lipper content, including by caching, framing or similar means, is expressly prohibited without the prior written consent of Lipper. You may also want to check out the following FOCPX comparisons that investors often look for on Finny. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. Fidelity Investments is a powerhouse in retirement planning. FCNTX vs FOCPX. Both FCNTX and FOCPX are mutual funds. Copyright © 2020 MarketWatch, Inc. All rights reserved. Go ad free! FXAIX vs. FSKAX. However, since high returns have to be supported by high risks, the investment portfolio of Fidelity may not be suitable for conservative investors. Reply Quote. Investment Objective The investment seeks capital appreciation. You may also want to check out the following FCNTX comparisons that investors often look for on Finny. It's also not cheap at a 0.89% expense ratio, which can eat into long-term returns. The Fund seeks to achieve its investment objective by investing in securities of companies whose value it believes is not fully recognized by the public. The switch hasn’t paid dividends…yet. Investing in either growth stocks or value stocks or both. Compare: Learn about FOCPX with our data and independent analysis including NAV, star rating, asset allocation, gains! Return of 18.47 %, and dividends great idea, sector weightings and top holdings for Fidelity® Portfolio... 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