Njengenkampani yokuxhaswa kwemali, i-Fidelity ivukile emva kweminye yemali ehlanganyelwene ngayo ngokubanzi, njenge-Contrafund Trust (FCNTX), elawulwa nguWilliam Danoff kunye noFidelity Magellan (FMAGX), yaziwa udumo kwi-1980 ngumphathi weengxowa-mali, UPeter Lynch.
Kodwa ezinye zeemali ezilungileyo kakhulu zokuthenga i-Fidelity ukuthenga ziyimali yokukhutshwa kwemali ekhoyo eneenjongo ezinobundlobongela abatshali-mali abafuna ithuba lokubuyisela phezulu. Nangona kunjalo abatyali-mali kufuneka balindele kwakhona ingozi yemarike engaphezulu, oko kukuthi ukuncipha kwexabiso le-akhawunti kufuneka kulindeleke ngezikhathi ezithile.
Iimali eziNgcono zeFickelity kwi-Stock Aggressive
Ngolunye lwezinto ezikhethileyo ngokubanzi kweemali eziphathekayo kumashishini, ukunyaniseka kunika ezinye zeengxowa-mali ezikhuselekileyo zokukhula kwempahla :
- Ukuthembeka kwexabiso eliphantsi kwe-Stock (FLPSX) : Ukuba ufuna ukuqwalasela enye ingxowa-mali yesigxina esisisigxina se-mid-cap, jonga ngokukhawuleza kwi-FLPSX. Umphathi uJoel Tillinghast uye waqhuba le ngxowa-mali iminyaka engama-27, ukuvelisa udidi-ukushaya ukusebenza. Ukubuya kwe-year-year-year-year, ngo-Matshi 31, ngo-2017, kwakumangalisayo 9.9%. Oku kukumangalisa ngokugqithiseleyo ukuba ixesha liqulethe enye yeemarike ezibuhlungu kunabo bonke kwimbali. Ukubuyisa ukubetha i-85% yazo zonke iimali zexabiso eliphakathi. Umlinganiselo weendleko ze-FLPSX ungaphantsi kwe-average kwi-0.88% kwaye ubuncinci bokutsha-mali bokuqala-mali ngu-$ 2,500.
- Inkampani Yenkxaso Yokunyaniseka (i-FDGRX) : Le enye ingxowa enobudlova yeFidelity enexesha elide lomphathi . UStephen Wymer usele ngxenyeni ye-FDGRX ukususela ngo-1997, ukuvelisa i-11`% yokubuyela ngonyaka ngonyaka we-10 ngo-Matshi ngo-2017. Oku kufanisa ne-7.5% kwi-Index ye-S & P 500 kunye ne-7.7% kwisikhulu-mali esikhulu sokwanda kwexesha. ixesha. Umlinganiselo weendleko ze-FDGRX uphantsi kwi-0.77% kwaye ubuncinci bokutsalwa kwezolimo u-$ 2,500. I-FDGRX yaziwa ngokusondeza kubatyalomali abatsha xa i-asethi igxina kakhulu ukulawula. Qinisekisa ukujonga ukufumaneka kwamasheya okuthenga.
- Ukunyaniseka kwe-Mid-Cap Stock (FMCSX) : Iimpahla eziphakathi kwamashishini ziyimali enamandla ngenxa yokuba zinokukhula okukhulu kunokuba zikhuphe iikhosi ezinkulu, ngokukodwa ngexesha elide. Ukubuyiselwa kwexesha elide kunamanani aphakamileyo kunamashishini athobileyo kunye ne-Index ye-S & P 500. Umlinganiselo weendleko ze-FMCSX ngowama-0.72%, ephantsi kwi-stock-cap stock stock, kunye nobuncinci bokutsalwa kwe-$ 2,500.
Unokwakha iphothifoliyo yakho yemali yokukhupha i-stock stock fund ngokuqala kwinqaku lethu, iSampula yoPhulophulo lweeMali eziManyeneyo , apho uza kubona indlela yokwabiwa kwemali kunye nokwahlula utyalo-mali ukunciphisa umngcipheko xa kukhuliswa iindleko.
Ukuziphendulela: Ulwazi olukule ndawo lunikezelwa ngeenjongo zengxoxo kuphela, kwaye akufanele lichazwe ngokungeniswa njengeengcebiso zotyalo-mali. Ngaphandle kweemeko ngaba le nkcazelo ibonisa isincomo sokuthenga okanye ukuthengisa iziqinisekiso.