24) Look at the Fidelity Funds web site: Choose one of the Funds, What is the ti

Question

24) Look at the Fidelity Funds web site: Choose one of the Funds, What is the ticker symbol and name of fund? What type (stock, bond, etc.) or category? What is the expense ratio What is the current NAV? What is the return for I year, what is the return year-to-date? 25) Search and find some additional mutual fund family of funds (Fidelity is one family from question 24 that you can use? Find a total of 5 Mutual Fund companies (Fidelity group of funds is one,...................) and list them below

Explanation / Answer

Name: Fidelity Growth Discovery Fund

Ticker: FDSVX

Asset Type: Domestic Stock

NAV: $32.43

Expense Ratio: 0.66%

Return 1 Yr: +35.55%

YTD Return: +34.16%

Reference Link: https://fundresearch.fidelity.com/mutual-funds/summary/31617F205

A family of mutual funds is a group of funds with same sponsor. A few families are:

Reference Link: https://en.wikipedia.org/wiki/List_of_mutual-fund_families_in_the_United_States#Fund_families

• BlackRock
• Dreyfus
• Franklin Templeton
• Goldman Sachs
• Invesco (AMVESCAP)
• JPMorgan
• MetLife (CitiStreet)
• Morgan Stanley
• OppenheimerFunds, Inc
• PIMCO (Pacific Investment Management)
• Vanguard

Reference Link: https://en.wikipedia.org/wiki/List_of_mutual-fund_families_in_the_United_States#Fund_families

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