WebMar 31, 2024 · Strategy. Normally investing primarily in investment-grade debt securities (those of medium and high quality) of all types and repurchase agreements for those securities. Investing up to 30% of assets in high yield debt securities (also referred to as junk bonds) and emerging market debt securities. Webfact sheet december 31, 2024 fidelity institutional ® fund inception date: 7/29/85 benchmark: s&p 500® secondary benchmark: msci® u.s. imi consumer staples 25/50 morningstar category: consumer defensive portfolio assets: $1,609.8m management fee (8/31/22): 0.53% turnover rate (8/22): 48% minimum initial investment: $0 hypothetical …
Tactical Growth Fund - westwoodgroup.com
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WHD Fact Sheets U.S. Department of Labor - DOL
WebNov 30, 2024 · FACT SHEET DECEMBE 31, 2024 FIDELITY INSTITUTIONAL ® CLASS A: FGIRX • CLASS C: FGIUX • CLASS M: FGITX • CLASS I: FGIOX • CLASS Z: FGIZX OBJECTIVE: High total return through a combination of current income and capital appreciation STRATEGY: Normally investing a majority of assets in common stocks with … WebEach Fact Sheet outlines a particular fund's exposure to industries and sectors that influence the fund. Updated within approximately one month of quarter-end. The quarterly Fund Fact Sheets provide insight on the … WebFACT SHEET DECEMBER 31, 2024 FIDELITY INSTITUTIONAL ® FUND INCEPTION DATE: 4/4/79 BENCHMARK: Bloomberg U.S. Government Bond SECONDARY BENCHMARK: Bloomberg 75% U.S. Government/25% U.S. MBS Blended MORNINGSTAR CATEGORY: Intermediate Government PORTFOLIO ASSETS: $3,435.8M … greenville sc 5 day weather