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Fidelity Mutual Fund Stocks ?

SCAlchemist
SCAlchemist ✭
in The Cogitation & Rumination Emporium

How can we find out which stocks a particular Fidelity Mutual Funds sector and industry holds?

Comments

  • markd
    markd mod
    edited October 2017
    You may know this already, but if you google the fund's ticker, you will probably get a hit on the Fidelity page for that fund. Under the "Composition" link, they show the top 10 holdings only. But, those would be the most important to the fund's performance, assuming it's a cap weighted fund.

    Here's an example:

    https://fundresearch.fidelity.com/mutual-funds/composition/316390699

    If you want the detailed list, hit the "Prospectus" link, and then the "Monthly Holdings Report" tab. That will download a pdf to your browser's download folder that contains a detailed listing. Click on it to open it. You may get a message that the file type is not recognized. But it will open for Adobe Acrobat Reader, or possibly another pdf reader.
  • SCAlchemist
    SCAlchemist ✭
    Many thanks markd.
  • Sofearnot
    Sofearnot ✭
    Yahoo Finance (i Think?), MORNINGSTAR, the company's website
  • Sofearnot
    Sofearnot ✭
    If you know the ticker symbol of the Fund, here is an example: https://finance.yahoo.com/quote/FFIDX/holdings/

    -Scroll Halfway-down the Page...
    You can Also add a Ticker in the Box, at the Top.

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