Fidelity Investments: What You Need To Know About Them

Fidelity Investments, formerly known as Fidelity Management & Research (FMR), is an American multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers in the world, with trillions of dollars in assets under management and administration. The company offers a wide range of financial services, including brokerage, mutual funds, investment advice, retirement services, wealth management, and insurance. With a focus on providing solutions for their clients' financial goals, Fidelity Investments offers various accounts, resources, and tools to help individuals invest and manage their wealth. The company also has a strong commitment to security and provides an award-winning app that offers a broad choice of investments and expert insights.

Fidelity Investments was founded in 1946 by Edward Johnson II in Boston, Massachusetts

Fidelity Investments was founded in 1946 by Edward C. Johnson II in Boston, Massachusetts. Johnson acted as president for over 25 years, and the company remains family-run to this day, with employees owning 51% of the company and the Johnson family owning the remaining 49%. Headquartered in Boston, Fidelity Investments is one of the largest mutual fund companies in the US, offering financial products and services to more than 40 million individuals.

The company has a strong reputation for its mutual funds, with a large selection of no-transaction-fee funds, including its Zero index funds, which have no expense ratio and no minimum investment requirement. Fidelity offers a wide range of investment options, including stocks, bonds, mutual funds, ETFs, options, forex and cryptocurrencies. The company also allows traders to purchase fractional shares, enabling investors to diversify into higher-cost stocks by buying a slice of a share.

Fidelity has two trading platforms, Fidelity.com and Active Trader Pro, which are free for all customers. The platforms offer advanced screeners with research and strategy-testing tools based on 10 years of historical data. The company's online trading experience is intuitive and easy to use, allowing users to quickly explore investment options and compare investments.

Fidelity provides extensive educational resources and research options, catering to both beginner retirement investors and active stock traders. The company has a strong customer service reputation, with 24/7 phone, email and chat support, as well as a network of over 200 branches for in-person advice and educational resources.

Fidelity has eliminated nearly all account fees and offers $0 trading commissions, making it a cost-effective option for investors. The company's zero-fee index funds and high-interest rates on uninvested cash further add to its appeal. Overall, Fidelity Investments is a well-rounded brokerage firm, serving the needs of both active traders and beginner investors.

The company offers financial products and services to over 40 million individuals

Fidelity Investments offers financial products and services to over 40 million individuals. The company was founded in 1946 by Edward Johnson II and has been managed by the family ever since. The current CEO, Abigail Johnson, is the granddaughter of the founder and succeeded her father, Edward Johnson III, in 2015.

Fidelity is one of the largest mutual fund companies in the US, with headquarters in Boston, Massachusetts. The company provides financial planning, advice, and educational resources to investors, including young and first-time investors. They offer a range of products, such as retirement savings, health and welfare, stock plan services, emergency savings, charitable giving, and student loan repayment programs.

Fidelity has a strong reputation for its mutual funds, with a large selection of no-transaction-fee funds, including the Fidelity Zero index funds, which have no expense ratio and no minimum investment requirement. They also offer over 3,300 mutual funds with no transaction fees and nearly 950 funds with expense ratios of 0.50% or less.

The company provides extensive educational resources and research options for both beginner retirement investors and active stock traders. Their trading platforms, Fidelity.com and Active Trader Pro, are free for all customers and include advanced screeners, research tools, and strategy-testing tools based on ten years of historical data.

Fidelity's customer support is also noteworthy, with a network of over 200 branches for in-person advice and educational options, as well as 24/7 phone, chat, and email support. They also offer a customized mobile app experience, the Fidelity Youth Account, designed for teenagers to monitor their investment activity and access educational resources.

Fidelity offers $0 trading commissions and a selection of no-expense-ratio index funds

Fidelity Investments is a financial services company that offers $0 trading commissions and a selection of no-expense-ratio index funds. The company was founded in 1946 by Edward Johnson II and has since become one of the largest mutual fund companies in the US. Headquartered in Boston, Massachusetts, Fidelity offers financial products and services to over 40 million individuals.

Fidelity's $0 trading commissions apply to online US equity trades and Exchange-Traded Funds (ETFs) and there is no minimum investment requirement. This means that investors can buy and sell stocks and ETFs without paying any fees, making it an attractive option for cost-conscious investors.

In addition to $0 trading commissions, Fidelity also offers a selection of no-expense-ratio index funds, also known as Fidelity Zero index funds. These funds have no expense ratio and no minimum investment requirement, which means that investors can access a diverse range of investments without paying any fees. The four Fidelity Zero index funds are:

• Fidelity Zero Total Market Index Fund (FZROX)
• Fidelity Zero International Index Fund (FZILX)
• Fidelity Zero Large Cap Index Fund (FNILX)
• Fidelity Zero Extended Market Index Fund (FZIPX)

Fidelity's $0 trading commissions and no-expense-ratio index funds make it a compelling option for investors looking to minimize fees and maximize their investment returns. The company's strong reputation for mutual funds, extensive research offerings, and educational resources make it a well-rounded choice for both beginner and active investors.

The company has a strong reputation for its mutual funds, with a large selection of no-transaction-fee funds

Fidelity Investments is one of the largest mutual fund companies in the U.S., with a strong reputation for its mutual funds. The company offers over 3,300 no-transaction-fee mutual funds, including its Fidelity Zero index funds, which have a zero expense ratio and no minimum investment requirement. This means that customers can build a balanced retirement portfolio with these funds without incurring any additional costs.

Fidelity's mutual fund selection is extensive and includes funds from both Fidelity and other mutual fund companies. The company offers nearly 950 funds with expense ratios of 0.50% or less, providing investors with a wide range of low-cost investment options.

In addition to its no-transaction-fee funds, Fidelity also offers a variety of other investment products and services. The company provides commission-free trading on stocks, ETFs, and options, as well as access to forex and cryptocurrency trading. Fidelity also allows investors to purchase fractional shares, making it easier to diversify into higher-cost stocks.

Fidelity's research and educational tools are highly regarded and are suitable for investors of all levels. The company provides resources for both beginner retirement investors and active stock traders, including stock research from third-party providers such as Zacks Investment Research and Argus.

Overall, Fidelity has a strong reputation for its mutual funds, with a large selection of no-transaction-fee funds that make it a popular choice for investors seeking a well-rounded brokerage firm.

Fidelity has a global presence spanning 11 countries across North America, Europe, Asia and Australia

Fidelity Investments has a global presence in 11 countries across North America, Europe, Asia, and Australia. The company was founded in Boston, Massachusetts, in 1946 by Edward Johnson II, and it has since expanded its operations and influence to become one of the largest mutual fund companies in the US.

Fidelity's reach extends to various locations in the United States, including Salt Lake City, where it established a site in 1986, and New Mexico, where it expanded its regional presence in 2008. The company's primary business operations are located at 4 Gateway Regional Center in Salt Lake City, and it has also established a strong presence in states such as Texas, Colorado, Florida, North Carolina, and New York/New Jersey.

In addition to its extensive domestic presence, Fidelity has also expanded internationally. The company's global presence includes operations in India and Ireland, with 14 regional sites worldwide. This expansion allows Fidelity to serve its customers through 216 Investor Centers in the US and beyond.

Fidelity's global footprint enables the company to provide financial planning, advice, and educational resources to millions of individuals, helping them feel confident in achieving their financial goals. The company also supports wealth management firms and institutions, offering investment and technology solutions to meet their clients' evolving financial needs. With a diverse range of businesses and a commitment to innovation, Fidelity is well-positioned to serve its customers and clients worldwide.

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