Best Fidelity Mutual Funds 2013

Best Fidelity mutual funds 2013; top stock, bond, balanced mutual funds by Fidelity Investments. The 26 top mutual funds 2013 include Fidelity GNMA Fund, Fidelity Capital Appreciation, Fidelity Small Cap Discovery, Fidelity Municipal Income Fund, etc.

Best Fidelity Mutual Funds 2013Popular Mutual Funds

Fidelity Investments is one of the popular mutual fund providers. It has more than $1.3 trillion in assets. There are more than 430 funds to choose from. It also offers exchange traded funds, brokerage service, financial management, stocks, etc.

These best Fidelity mutual funds for 2013 are selected based on its performance history and transaction fee. These Fidelity fund don’t have a sales load and transaction fee. The funds are ranked with 5 star rating by Morningstar. You may find the fund review below and other fund information.

You can buy these funds for your retirement account (401k or IRA) and regular brokerage account. The minimum initial investment is typically $2,500.

Fidelity Funds

The 26 best Fidelity Mutual Funds 2013 are:
  1. Fidelity GNMA Fund
  2. Fidelity Select Chemicals Fund
  3. Fidelity Select IT Services Fund
  4. Fidelity Select Materials Fund
  5. Fidelity Select Retailing Fund
  6. Fidelity Focused Stock Fund
  7. Fidelity Capital Appreciation Fund
  8. Fidelity Growth Company Fund
  9. Fidelity Select Biotechnology Fund
  10. Fidelity Small Cap Discovery Fund
  11. Fidelity Contrafund
  12. Fidelity Intermediate Municipal Income Fund
  13. Fidelity Floating Rate High Income Fund
  14. Fidelity Real Estate Income Fund
  15. Fidelity China Region Fund
  16. Fidelity Asset Manager 20% Fund
  17. Fidelity Low-Priced Stock Fund
  18. Fidelity Municipal Income Fund
  19. Fidelity Pennsylvania Municipal Income Fund
  20. Fidelity Select Defense & Aerospace Fund
  21. Fidelity Select Transportation Fund
  22. Fidelity Select Leisure Fund
  23. Fidelity Select Software & Computer Fund
  24. Fidelity Select Pharmaceuticals Fund
  25. Fidelity Strategic Dividend & Income Fund
  26. Fidelity Large Cap Core Enhanced Index Fund
Updated on 1/19/2013

Fidelity GNMA Fund (FGMNX)

Ranked with 5 stars rating, this Fidelity GNMA Fund uses its assets to buy assets in Ginnie Maes. Its benchmark is the Barclays GNMA Index. The fund managers are William Irving and Fanco Castagliuolo. The total assets are $10.9 billion. Its expense ratio is 0.45%. The yield is 2.38%. The fund’s shares price is valued at $11.72 (1/21/2013).

Best Fidelity Mutual Funds 2012

Morningstar analysts are also ranked it with gold rating. The risk rating is below average. It has returned 5.55% over the past 3 year, 5.15% over the past decade. For 2012, its year to date return is 2.97%. You can buy this best Fidelity mutual fund 2013 with $2,500 initial investment. Past performance is as follows:
  • Year 2012: 2.97%
  • Year 2011: 7.91%
  • Year 2010: 7.00%
  • Year 2009: 6.92%
  • Year 2008: 7.12%

Fidelity Capital Appreciation Fund (FDCAX)

Fidelity Capital Appreciation FundFidelity Capital Appreciation Fund is the top ranked large growth mutual fund. Its expense ratio is 0.95% per year. Its fund objective is to provide capital growth through investment in common stocks of foreign and domestic companies. The fund dividend yield is 0.56%. This best domestic stock fund is managed by J. Fergus Shiel since 2005.

This best Fidelity mutual fund for 2013 has 1 year annualized return of 12.03%. The 10-year average return is 9.48%. As of January 2013, the top 5 stocks in its portfolio are Apple Inc, United Continental Holdings Inc, Amgen Inc, General Electric Co, and TJX Companies Inc. The top 3 major market sectors are consumer discretionary (30.60%), health care (13.22%), and industrials (12.75%).

Fidelity Municipal Income Fund (FHIGX)

Fidelity Municipal Income Fund is an NTF mutual fund. As the top Fidelity fund pick, it invests mainly in investment-grade municipal bonds whose interest is exempt from federal income tax. This muni national long mutual fund has yield of 3.53%. The total assets are $6.78 billion. It also has 0.46% expense ratio.

You can buy this best Fidelity mutual fund 2013 from 63 brokerages. The minimum initial investment is $10,000. If you invest $10,000 in this fund 3 years ago, your fund would have grown to $12,286. The fund average effective duration is 7.12 years. Its average credit quality is A (investment grade).

As of January 2013, the top 5 bond sectors are State and Local General Obligation, Health, Education, Transportation, and Water & Sewer. It is also suitable for regular brokerage account hence there is no tax on the dividend yield.

Fidelity Small Cap Discovery Fund (FSCRX)

Fidelity Small Cap Discovery FundFidelity Small Cap Discovery Fund is the top small blend mutual fund. It utilizes its assets to purchase stocks of small market capitalizations companies. It may invest in domestic and foreign stocks. Chuck Myers is the fund manager. This fund also has a dividend yield of 0.91%. Its total assets are $3.91 billion. The portfolio turnover rate is only 20%. The fund’s NAV is $25.35 (1/21/2013).

Ranked with gold rating, it has YTD return of 24.03% in 2012. This best Fidelity mutual fund has returned 18.76% over the past 3 year, and 12.95% over the past decade. It is available to be purchased from 67 brokerages. The 3 year beta risk is 1.20.

Top 12 Small Cap Stock Mutual Funds 2012

As of January 2013, the top 6 holdings are Superior Energy Services Inc, TCF Financial Corporation, Berry Petroleum Co, HanesBrands Inc, Tech Data Corp, and Graftech International Ltd. The fund CUSIP number is 315912600.

Note: Fidelity Small Cap Discovery Fund is previously as Fidelity Small Cap Retirement Fund before August 2009.

Fidelity Select Retailing Fund (FSRPX)

Fidelity Select Retailing Portfolio fund is investing mostly in merchandising finished goods and services companies. It is managed by Peter Dixon. This best Fidelity mutual fund has no sales load. It also has $557 million of assets. Its expense ratio is only 0.88%. Its investment style is large growth.
This best consumer cyclical mutual fund has 1 year average return of 12.39%. The top 3 stocks are Home Depot Inc, Inc, and Inc.

Disclosure: No Position

Fidelity Funds Information

NoNameTickerCategoryOverall RatingRiskAssets (M)
1Fidelity GNMA FundFGMNXIntermediate Government5210915.95
2Fidelity Select ChemicalsFSCHXNatural Resource52911.16
3Fidelity Select IT ServicesFBSOXTechnology52332.53
4Fidelity Select MaterialsFSDPXNatural Resource531059.97
5Fidelity Select RetailingFSRPXConsumer Cyclical53556.74
6Fidelity Focused StockFTQGXLarge Growth53605.38
7Fidelity Capital AppreciationFDCAXLarge Growth544758.63
8Fidelity Growth CompanyFDGRXLarge Growth5422700.12
9Fidelity Select BiotechnologyFBIOXHealth542730.55
10Fidelity Small Cap DiscoveryFSCRXSmall Blend543879.97
11Fidelity ContrafundFCNTXLarge Growth4158819.14
12Fidelity Intermediate Municipal IncomeFLTMXMuni National Interm414568.22
13Fidelity Floating Rate High IncomeFFRHXBank Loan415825.36
14Fidelity Real Estate IncomeFRIFXReal Estate412613.25
15Fidelity China RegionFHKCXChina Region421424.62
16Fidelity Asset Manager 20%FASIXConservative Allocation424735.69
17Fidelity Low-Priced StockFLPSXMid-Cap Blend4223433.01
18Fidelity Municipal IncomeFHIGXMuni National Long426782.71
19Fidelity Pennsylvania Municipal IncomeFPXTXMuni Pennsylvania42486.96
20Fidelity Select Defense & AerospaceFSDAXIndustrials42628.12
21Fidelity Select TransportationFSRFXIndustrials42167.53
22Fidelity Select LeisureFDLSXConsumer Cyclical42335.17
23Fidelity Select Software & ComputerFSCSXTechnology421879.77
24Fidelity Select PharmaceuticalsFPHAXHealth42829.89
25Fidelity Strategic Dividend & IncomeFSDIXLarge Value422238.28
26Fidelity Large Cap Core Enhanced IndexFLCEXLarge Blend42242.4


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