Fidelity Independence (fdffx)
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Asset Allocation (% of Port)
US Stocks Non-US Stocks Bonds Cash Other |
% % % % % |
Geographic Allocation (% of Port)
North America Europe Asia South America Africa Australia + Pacific Islands |
SWOT Statistics
Fund Management Survey
Fund Management Team
Fund Description Update
Fidelity Independence (FDFFX) Description: FDFFX is a mutual fund, which is an investment that owns a basket of assets. The FDFFX mutual fund was provided by Fidelity and this investment vehicle derives the majority of its value from equity holdings (stocks). Fidelitys mutual fund has a medium management tenure and is in the large fund size classification. FDFFXs minimum initial investment amount is $2500 while the IRA minimum is $2500. FDFFXs expense ratio is roughly 1%. The latest FDFFXs front end load was 0% and the back end load was 0%. The Fidelity Independence (FDFFX) mutual fund falls under the large-cap growth category. FDFFX focuses its investments in USA and FDFFX is not affiliated with a particular industry or fund sector. The Fidelity Independence (FDFFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FDFFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FDFFXs research report features technical analysis and long term investment potential.
Portfolio Strategy
This investment vehicle seeks total return through a combination of capital appreciation and current income. The fund normally invests at least 80% of investable assets in equity and equity-related and investment-grade debt securities of utility companies. Utility companies include electric utilities, gas utilities, water utilities, multi-utilities, independent power producers, diversified telecommunication services, wireless telecommunication services, transportation infrastructure, energy equipment and services and oil, gas and consumable fuels. It is non-diversified.
Management Analysis
Fidelity Independence's executives / managers make better investing decisions, because their assets are invested along side their client's.
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