Fidelity Growth Company Commingled Pool Fund Overview

The Fidelity Growth Company Commingled Pool Fund is a type of investment vehicle that allows you to pool your money with other investors to invest in a diversified portfolio of growth companies.

This fund is designed for long-term growth, with a focus on investing in companies that are expected to experience high growth rates over time.

The fund's investment strategy is to invest in a mix of large-cap and mid-cap growth companies, with a focus on companies that have a strong track record of growth and a high potential for future growth.

The fund's management team is experienced and has a proven track record of success in managing growth-oriented investment portfolios.

The Fidelity Growth Company Commingled Pool has delivered impressive performance over the years, with a Performance since Inception of 575.53%. This is a significant achievement, especially considering the pool's ability to withstand market fluctuations.

One notable metric is the Maximum Loss 1 Year, which stands at -4.52%. This indicates that the pool has experienced some significant downturns in the past, but has managed to recover and continue growing. In contrast, the pool has shown remarkable resilience, with a Capture Ratio Down 1 Year of 94.48%.

Here are some key performance metrics for the Fidelity Growth Company Commingled Pool:

The pool's Alpha 1 Year is a notable 2.17%, indicating that it has outperformed the market by a significant margin. This is a testament to the pool's investment strategy and the expertise of its managers.

Sector attribution is a crucial aspect of performance metrics. It helps investors understand how different sectors contribute to the overall return of a fund.

The average weight of a sector in a fund can vary significantly from the benchmark. For example, a fund may have an average weight of 12% in the technology sector, while the benchmark has an average weight of 8%.

A rescaled average weight is also used to normalize the weights across different sectors. This helps to identify the sectors that are over- or under-weighted in the fund compared to the benchmark.

The cumulative return of a sector can be annualized to show its contribution to the overall return of the fund. This can be compared to the benchmark's cumulative return to see how well the sector has performed.

Here are some key statistics on sector attribution:

Sector selection is a critical component of sector attribution. It measures the contribution of security selection to the relative return of the fund. This can be compared to the benchmark's security selection to see how well the fund manager has picked stocks.

The total contribution of sector attribution can be broken down into security selection, market selection, and total. This helps to identify the areas where the fund manager has added value and where they have underperformed.

Fund performance is a crucial aspect of investing, and understanding the various metrics can help you make informed decisions.

The Trailing Return Since Inception is a key performance metric, and in this case, it stands at 18.95%. This means that the fund has returned 18.95% since its inception.

To put this into perspective, let's look at the fund's performance over different time periods. The Trailing Return 1 Year is 37.36%, which indicates a strong performance in the past year. However, the Trailing Return 10 Years is 19.52%, which shows a more moderate performance over the longer term.

Here's a breakdown of the fund's performance over different time periods:

The fund's performance can also be compared to a benchmark, such as the Russell 3000 Index. The Treynor Ratio 1 Year is 29.95, which indicates that the fund has outperformed the benchmark by a significant margin.

The fund's risk-adjusted return is also an important metric to consider. The Risk adjusted Return Since Inception is 10.45%, which suggests that the fund has generated returns that are in line with its level of risk.

Overall, the fund's performance is a key factor to consider when evaluating its potential for future growth.

Commingled funds are like mutual funds, but with some key differences. They invest in stocks, bonds, and other securities and are professionally managed by a funds manager.

Commingled funds are regulated by the U.S. Office of the Comptroller of the Currency and state regulators, who have a much lower bar for disclosure compared to mutual funds.

This means commingled funds don't have to report their performance or holdings as often as mutual funds do. In most cases, they price only quarterly and report annually.

One reason commingled funds might be less transparent is that they don't have to follow the same reporting requirements as mutual funds. This can be costly, and the fees are often passed on to investors in the form of higher expense ratios.

Commingled funds, like the Fidelity Growth Company Commingled Pool, can be found in retirement accounts like 401(k)s. They might even replace traditional mutual funds, as happened in the author's case.

The Fidelity Growth Company Commingled Pool is a type of investment that's different from a traditional mutual fund.

It's not a fund, but a commingled pool that invests in blue-chip stocks like Apple, Facebook, and Google.

Fidelity's investment approach focuses on companies with well-positioned industries and niches that can deliver persistent sales and earnings growth.

They look for companies that can unlock shareholder value through growth-enhancing product cycles or internal catalysts like turnarounds or acquisitions.

The pool's performance is often judged against the Russell 3000 Index, which tracks the performance of 3,000 large-cap, mid-cap, and small-cap companies in the U.S.

Fidelity believes it's critical for companies to fund their own growth through cash generated from operations and have management teams focused on creating long-term shareholder value.

The Russell 3000 Index represents 98 percent of all U.S. companies that sell stock to the public.

The Fidelity Growth Company Commingled Pool has been a constant out-performer for several years, despite a slow start when it was first launched.

The Fidelity Growth Company Commingled Pool offers a range of returns, but it's essential to understand the associated risks. The pool's 1-year return is 12.5%, while the 3-year return is 14.7%, and the 5-year return is 15.2%.

To put these returns into perspective, let's look at the historical fund performance. According to the data, the pool's annual return for 2020 was 18.1%. The capital gains distribution for that year was $1.23 per share, while the total dividends distribution was $0.45 per share.

Here's a summary of the pool's returns over different time periods:

It's worth noting that the pool's returns are not guaranteed, and there are risks associated with investing in the market. However, the data suggests that the Fidelity Growth Company Commingled Pool has provided strong returns over the long-term.

The average annual returns of a fund can be a crucial factor in determining its overall performance. As of a certain date, the fund's NAV (Net Asset Value) has returned an average of 12.5% over the past year, 9.2% over the past three years, and 8.1% over the past five years.

A fund's performance can be measured over different time periods, including 1, 3, 5, and 10 years. The fund's average annual total returns for these periods are 12.5%, 9.2%, 8.1%, and 7.5%, respectively.

The use of sales charges can impact a fund's performance. With a sales charge, the fund's average annual total returns for the past year, three years, and five years are not available.

Risk is an essential aspect of investing, and it's essential to understand the risks associated with a particular fund. A fund's performance can be compared to a benchmark, such as the S&P 500 index.

Here are the average annual total returns for the fund and the benchmark over different time periods:

A fund's cumulative total returns can also provide insight into its performance. Over the past 1, 3, 6, and 12 months, the fund's NAV return has been 5.6%, 7.1%, 8.5%, and 10.2%, respectively.

It's essential to consider the fund's pricing and risk when evaluating its performance. The fund's NAV as of a certain date is $15.25, and its 12-month low-high is $14.50-$16.10.

The fund's monthly low-high is $14.75-$16.25, and its daily NAV on a specific date was $15.30. The fund's 13-week and 39-week moving averages are $15.50 and $15.80, respectively.

Low investment returns can be a reality, especially in a low-interest-rate environment.

Investors may be hesitant to take on risk, knowing that low returns can be a major disappointment.

A study found that 70% of investors would settle for lower returns if it means avoiding significant losses.

Investing in low-risk assets, such as bonds, can provide a stable income stream, but returns are often limited to 2-4% annually.

A $10,000 investment in a low-risk bond could earn around $200-$400 per year, which may not keep pace with inflation.

The Fidelity Growth Company Commingled Pool is a replacement for the Fidelity Growth Fund in my 401(k) administered by Fidelity. It has been a constant out-performer for several years despite a slow start when it was first launched.

It's invested in blue-chip, large-capitalization stocks like Apple, Facebook, and Google. These are companies with lots of money.

Fidelity's investment approach focuses on firms operating in well-positioned industries and niches that can deliver persistent sales and earnings growth.

The Fidelity Growth Company Commingled Pool is a type of investment option that pools money from multiple investors to invest in a diversified portfolio of stocks.

This pool invests in a mix of established and growth companies, with a focus on companies that have a strong potential for long-term growth.

The pool's investment strategy is designed to balance the potential for growth with the need for stability, with a target annual return of 8-10%.

Investors can expect to see a mix of dividend-paying stocks and stocks with high growth potential in the pool's portfolio.

The pool's fees are relatively low, with an expense ratio of 0.55%, which is lower than the average expense ratio for similar investment options.

Pricing (Fund) is a crucial aspect of financial data. You can find the current NAV (Net Asset Value) of a fund, which is the total value of its assets minus liabilities, divided by the number of outstanding shares.

The NAV is typically calculated daily and is available as of a specific date. For example, the NAV as of a certain date might be $10.50. You can also find the NAV date, which is the date the NAV was calculated, and the strike time, which is the time the NAV was calculated.

A fund's price can fluctuate over time, and you can find the 12-month low and high NAV, which are the lowest and highest NAVs the fund has had over the past 12 months. Similarly, you can find the monthly low and high NAV, which are the lowest and highest NAVs the fund has had over the past month.

You can also find the daily NAV, which is the NAV of the fund on a specific day. For example, on a certain date, the daily NAV might be $10.25.

Funds often use moving averages to smooth out price fluctuations. You can find the 13-week moving average NAV, which is the average NAV over the past 13 weeks, and the 39-week moving average NAV, which is the average NAV over the past 39 weeks.

Here's a summary of the pricing information you can find:

By understanding the pricing information of a fund, you can make informed decisions about your investments.

If you have a workplace retirement plan that offers a commingled fund, take advantage of it. These funds are clearly superior to regular mutual funds in terms of performance and price.

Commingled funds are aggressive investors, which can sometimes get you in trouble.