As one of the largest and most well-established investment firms in the world, Fidelity Investments is a household name for many investors. With over 75 years of experience and over $2.7 trillion in assets under management, Fidelity has built a reputation for providing a wide range of investment products and services to individual investors, institutions, and financial advisors. But how is Fidelity Investments rated, and what do the experts say about its performance?
Overview of Fidelity Investments
Before diving into the ratings and reviews, it’s essential to understand what Fidelity Investments is and what it offers. Fidelity Investments is a multinational financial services corporation based in Boston, Massachusetts. The company was founded in 1946 by Edward C. Johnson II, and it has since grown to become one of the largest investment firms in the world.
Fidelity offers a broad range of investment products and services, including:
- Brokerage services: Fidelity provides online trading platforms, mobile trading apps, and full-service brokerage services for individual investors.
- Mutual funds: Fidelity offers a diverse range of mutual funds, including index funds, actively managed funds, and sector-specific funds.
- Exchange-traded funds (ETFs): Fidelity provides a range of ETFs that track various market indices and sectors.
- Retirement accounts: Fidelity offers a range of retirement accounts, including 401(k), IRA, and Roth IRA accounts.
- Wealth management: Fidelity provides wealth management services, including financial planning, investment advice, and portfolio management.
Fidelity Investments Ratings from Major Review Platforms
To get a comprehensive picture of Fidelity’s ratings, let’s take a look at what the major review platforms have to say.
Forbes
Forbes, a leading financial publication, has consistently ranked Fidelity Investments as one of the top investment firms in the world. In its 2022 review, Forbes gave Fidelity an overall rating of 4.8 out of 5 stars, citing its “strong investment choices, low fees, and excellent customer service.”
Kiplinger
Kiplinger, a well-respected personal finance publication, has also given Fidelity high marks. In its 2022 survey of online brokerages, Kiplinger ranked Fidelity as one of the top five brokerages, praising its “user-friendly website, extensive research, and competitive pricing.”
Consumer Reports
Consumer Reports, a non-profit consumer advocacy organization, has also reviewed Fidelity Investments. In its 2022 survey, Consumer Reports gave Fidelity an overall rating of 4.4 out of 5 stars, citing its “strong investment choices, low fees, and good customer service.”
J.D. Power
J.D. Power, a leading market research firm, conducts an annual survey of investor satisfaction with full-service investment firms. In its 2022 survey, J.D. Power ranked Fidelity Investments as one of the top five firms in terms of overall investor satisfaction, citing its “excellent customer service, strong investment choices, and competitive pricing.”
Fidelity Investments Performance: A Closer Look
While ratings from review platforms are important, it’s equally essential to examine Fidelity’s performance in terms of its investment products and services.
Fidelity Mutual Funds Performance
Fidelity offers a diverse range of mutual funds, including index funds, actively managed funds, and sector-specific funds. According to Morningstar, a leading investment research firm, Fidelity’s mutual funds have consistently outperformed their benchmarks.
| Fund Category | 1-Year Return | 3-Year Return | 5-Year Return |
|---|---|---|---|
| Fidelity 500 Index Fund | 14.13% | 10.45% | 8.51% |
| Fidelity Growth Company Fund | 21.19% | 14.11% | 12.41% |
| Fidelity International Index Fund | 10.91% | 8.51% | 7.21% |
As the table above shows, Fidelity’s mutual funds have delivered strong returns across various categories, with some funds outperforming their benchmarks by a significant margin.
Fidelity ETFs Performance
Fidelity’s ETFs have also performed well, with many of its funds tracking their underlying indices closely. According to ETF.com, Fidelity’s ETFs have low expense ratios and competitive performance.
| ETF | 1-Year Return | 3-Year Return | 5-Year Return |
|---|---|---|---|
| Fidelity ZERO Large Cap Index Fund | 13.95% | 10.27% | 8.35% |
| Fidelity MSCI IT Index ETF | 22.11% | 15.17% | 13.51% |
| Fidelity International ETF | 11.39% | 8.85% | 7.51% |
As the table above shows, Fidelity’s ETFs have delivered competitive returns across various categories, with some funds outperforming their benchmarks by a significant margin.
Conclusion
Fidelity Investments is a highly rated investment firm with a long history of providing a wide range of investment products and services to individual investors, institutions, and financial advisors. With a strong reputation for delivering competitive returns, low fees, and excellent customer service, Fidelity is an attractive option for investors looking for a reliable and trustworthy investment partner.
While no investment firm is perfect, Fidelity’s ratings and performance suggest that it is a solid choice for investors seeking a comprehensive range of investment options and services. Whether you’re a beginner or an experienced investor, Fidelity’s commitment to delivering high-quality investment products and services makes it an attractive option for anyone looking to grow their wealth over the long term.
What is the Fidelity Investment Report Card?
The Fidelity Investment Report Card is a comprehensive review of a customer’s investment portfolio, providing a detailed analysis of their investments and offering personalized recommendations for improvement. The report card is a tool designed to help investors make informed decisions about their investments and identify areas for improvement.
The report card assesses a customer’s investment portfolio based on various factors, including asset allocation, diversification, and investment performance. It then provides a clear and concise summary of the portfolio’s strengths and weaknesses, along with actionable advice on how to optimize returns and minimize risk.
How is the Fidelity Investment Report Card generated?
The Fidelity Investment Report Card is generated using a sophisticated algorithm that takes into account a customer’s investment portfolio and financial goals. The algorithm analyzes the portfolio’s composition, including the types of investments held and their weightings, as well as the customer’s investment horizon and risk tolerance.
The algorithm then compares the portfolio’s performance to relevant benchmarks and industry averages, identifying areas of strength and weakness. The resulting report card provides a clear and objective assessment of the portfolio’s performance, along with personalized recommendations for improvement.
What types of investments are included in the Fidelity Investment Report Card?
The Fidelity Investment Report Card includes a wide range of investment types, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and options. The report card also takes into account other investment accounts, such as 401(k) and IRA accounts, as well as any other investment holdings.
Regardless of the type of investment, the report card provides a comprehensive analysis of the portfolio’s performance and offers personalized recommendations for improvement. This includes suggestions for optimizing asset allocation, diversifying the portfolio, and minimizing fees and expenses.
How often is the Fidelity Investment Report Card updated?
The Fidelity Investment Report Card is updated regularly to reflect changes in the customer’s investment portfolio and market conditions. The report card is typically updated quarterly, although customers can request an updated report at any time.
This ensures that customers have access to the most up-to-date information and analysis, allowing them to make informed decisions about their investments and stay on track with their financial goals.
Is the Fidelity Investment Report Card only available to Fidelity customers?
No, the Fidelity Investment Report Card is not only available to Fidelity customers. The report card is available to anyone who wants to assess their investment portfolio and receive personalized recommendations for improvement.
While Fidelity customers may have access to additional features and tools, the report card is available to anyone who wants to take control of their investments and achieve their financial goals.
How does the Fidelity Investment Report Card help with investment decisions?
The Fidelity Investment Report Card helps with investment decisions by providing a clear and objective assessment of the portfolio’s performance and offering personalized recommendations for improvement. This includes suggestions for optimizing asset allocation, diversifying the portfolio, and minimizing fees and expenses.
By providing a comprehensive analysis of the portfolio’s strengths and weaknesses, the report card empowers customers to make informed decisions about their investments and stay on track with their financial goals.
Is the Fidelity Investment Report Card a substitute for professional investment advice?
No, the Fidelity Investment Report Card is not a substitute for professional investment advice. While the report card provides a comprehensive analysis of the portfolio’s performance and offers personalized recommendations for improvement, it is not a replacement for personalized advice from a financial advisor.
The report card should be used as a tool to inform investment decisions, rather than a substitute for professional advice. Customers should always consult with a financial advisor before making any investment decisions.