•Fidelity®Contrafund®Commingled Pool is an opportunistic, diversified equity strategy with a large-cap growth bias. My question is why shouldn't I invest 100% in CONTRAFUND? Thoughts? (Fees, mostly.). He's been pretty good - over the long run he beats the S+P by almost 1% CAGR. Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. FUSEX has an expense ratio of .09% for comparison. 800-544-8544. Fidelity® Contrafund ® FCNTX Morningstar Analyst Rating Analyst rating as of Feb 18, 2020. January 2017 edited January 2017. Join our community, read the PF Wiki, and get on top of your finances! You haven't shown us the prices of those funds, so there's no way to know, but I'd read an investing book and learn the basics before gambling on one fund or another. 82 Devonshire Street. Before investing, consider the funds' investment objectives, risks, charges, and expenses. Comments. The NAV for the Contrafund is different by an order of magnatude to the price on the commingled pool. That doesn't mean it will continue to do so. How safe is it to keep everything in FCNTX until I have enough in the account to rebalance things into the following asset mix: FUSVX: 60% (large cap) FSCKX: 10% (mid cap) FID 500 INDEX (FXAIX) - Large Blend. Fidelity® Contrafund® Commingled Pool. Management Information. Thank you. If you throw darts randomly, some will hit the bullseye, but it only matters if you were able to pick which one was going to before it was thrown. Just rebalanced my 401k today. Understand what's actually in the funds, their fees, and your risk tolerance. William Danoff, Lead Manager since September 16, 1990. Boston, MA 02109. Looks like you're using new Reddit on an old browser. fid contrafund pool 0.43%. Find the latest Fidelity Contrafund K6 (FLCNX) stock discussion in Yahoo Finance's forum. Mr. Danoff has worked as a research analyst and portfolio manager since joining Fidelity Investments in 1986. According to present data Fidelity Contrafund's Fidelity Contrafund shares and potentially its market environment have been in a bullish cycle in the last 12 months (if exists). msif mid cap grth i (mpegx) 0.71%. In the 12 … Usage of Fidelity's online trading services constitutes agreement of the Electronic Services Customer Agreement and License Agreement. It includes the fund's top holdings, its management and a scorecard based on rankings from 5 reputable review sites. investment, market cap and category. View mutual fund news, mutual fund market and mutual fund interest rates. My second advice would be to research the index funds available to you and consider investing in an index fund for a percentage of your investments. (Contra Mutual fund NAV = 101.53, Commingled Price = 12.46). Contrafund is up 115.35%. FCNTX has an expense ratio of 0.68% so it needs to consitently beat the index by that much to break even. FID CONTRAFUND POOL - Large Growth. Just keep in mind these companies have to make a living so you probably aren't going to get as high gains as is possible but if it gives you peace of mind and enough gains then by all means do as you wish. kalmar gr w/val smcp (kgscx) 1.29%. when the market goes down large cap tends to go down the most. Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. https://financialengines.com/education-center/small-large-mid-caps-market-capitalization/, New comments cannot be posted and votes cannot be cast, More posts from the personalfinance community. One … Fidelity Contrafund. fid growth co pool 0.43%. Diversified. "Led by Will Danoff since 1990..." I wonder when he's retiring. Of course, he is old and will not be running the fund forever. share. My 401K has moved from the Fidelity Contrafund to the Fidelity Contrafund Commingled pool. I am 24, so I am willing to invest aggressively for higher returns. Fidelity® Diversified International Commingled Pool. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. Looks like you're using new Reddit on an old browser. Of course, he is old and will not be running the fund forever. The minimum to get into Fidelity's 500 index FUSVX was $10,000, so instead I put everything into the Fidelity Contrafund (FCNTX) since I read good things about it. The Fidelity Growth Company Commingled Pool's investment objective is to provide capital appreciation over a market cycle relative to the Russell 3000 Growth® Index or other suitable growth index, through the active management of equities across a broad growth segment of the equity markets. fid mid cap value (fsmvx) 0.8%. sptn intl index ins (fspnx) 0.095%. Large cap has the least volatility and small cap the most. For the last year, Contrafund is up 21.36% to the S&P 500's 16.72%. The default option is FIAM TD 2060 POOL Q and currently I am invested 100% in it. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. FCNTX | A complete Fidelity Contrafund mutual fund overview by MarketWatch. Fidelity® Contrafund ® FCNTX Morningstar Analyst Rating Analyst rating as of Feb 18, 2020. AB DISC VALUE Z (ABSZX) - Small Value. save. WM BLAIR SMMIDCP - Mid-Cap Growth. When you buy Contrafund you're betting on Will Danoff's stock picking ability. Frankly if you want to invest aggressively then I recommend you choose a few single stocks rather than a fund. vang sm val idx inst (vsiix) 0.08%. Generally, data on Fidelity mutual funds is provided by FMR, LLC, Morningstar ratings and data on non-Fidelity mutual funds is provided by Morningstar, Inc. and data on non-mutual fund products is provided by the product's investment manager, trustee or issuer or the plan sponsor whose plan is offering the product to participants. Fidelity is based in Boston, MA, and is the manager of FCNTX. VANG FTSE SOC IDX IS (VFTNX) - Large Blend. the Contrafund beats the market consistently over the long run. "I am 24, so I am willing to invest aggressively for higher returns." This is the only active fund I use, it’s up over 30% the past year. He's also very Nasdaq/tech heavy, yet a Nasdaq index fund spanks the pants off his performance over the last 30 years. John Bogle talks a lot about the "reversion to the mean" when the rest of the market figures out whatever tricks allowed an investment manager to get ahead. This is the opposite of truth. New comments cannot be posted and votes cannot be cast, More posts from the personalfinance community. Since 2000, Contrafund is up 103.62% to the S&P 500's 80.97%. Sometimes a fund will be managed by a rockstar investment manager and then change managers and go into decline (relative to the index). What are the risks? Share your opinion and gain insight from other stock traders and investors. Expense ratio of .43% and management fee of another .43%. I am a bot, and this action was performed automatically. Just started my first big boy job and I am a complete noob in investing. I think you misspelled total stock market fund. Past performance is not a guarantee of future returns. The site may not work properly if you don't, If you do not update your browser, we suggest you visit, Press J to jump to the feed. The only reason you've heard about it is because it's done well. It's up to you, but Bogle's books solidly convinced me to index. Thanks. I was looking at the the list and saw that the average annual income of FID CONTRAFUND POOL is much higher than TD 2060 POOL. Commissions, fees and expenses may be associated with investment funds. Fidelity Contrafund debuted in May of 1967. Any advice will help me greatly. TRP INST LGCP CORE (TPLGX) - Large Growth. by 80percentWater in personalfinance [–] 80percentWater [ S ] 0 points 1 point 2 points 12 months ago (0 children) What are the risks? The site may not work properly if you don't, If you do not update your browser, we suggest you visit, Press J to jump to the feed. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / … TRP LARGE-CAP VAL I (TILCX) - Large Value. 0. Press question mark to learn the rest of the keyboard shortcuts, https://financialengines.com/education-center/small-large-mid-caps-market-capitalization/. American Funds New Perspective Fund® Class R-6. You won't make any money but at least you'll be internally consistent. Why shouldn't I invest 100% of my 401k in Fid Contrafund Pool? International/Global Equity. Nasdaq 100 is up 69.86% since 2000. fid low pr stk pool 0.48%. I'd take some time to read about survivorship bias. Fidelity Contrafund (symbol FCNTX) is a mutual fund operated and provided by Fidelity Investments. But hey man, it is your money, put it where you think you will benefit the most. The Russell 2000 dropped nearly 10% more than the S&P 500 during the most recent recession, and that doesn't include the usually higher dividend reinvestment paid by large cap stocks. And let's not even talk about a single-stock investment in AAPL or AMZN, either of which would have trounced his performance soundly. FIDELITY CONTRAFUND K6; Symbol: FLCNX: Fund Number: 02946 3rd Party Content - Terms of Use I was looking at the the list and saw that the average annual income of FID CONTRAFUND POOL is much higher than TD 2060 POOL. If you want active management instead of passive, and you like looking at past performance to decide what you should do now, take your blinders off and shoot for the moon. By analyzing existing cross correlation between Fidelity Contra and SP 500, you can compare the effects of market volatilities on Fidelity Contra and SP 500 and check how they will diversify away market risk if combined in the same portfolio for a given time horizon. Press question mark to learn the rest of the keyboard shortcuts. View & analyze the 0P000199K7 fund chart by total assets, risk rating, Min. sptn ext mkt idx adv (fsevx) 0.07% . You aren't very well diversified by only investing in large cap, and when the market goes down large cap tends to go down the most. Quote Fund Analysis Performance Risk Price Portfolio … How can I track the price changes of the Commingled Pool? Holdings information shown on this page represents the Pool’s exposure to the holdings of Fidelity Concentrated Value Investment Trust. Agree. Much of that 1% goes back into the fund fee, so Fidelity keeps it, not you. •Philosophically, we believe stock prices follow companies' earnings, and those companies that can deliver durable multiyear earnings growth provide attractive investment opportunities. Your biggest risk with investing 100% in one fund is lack of diversification. I know everyone here swears by index funds, but the Contrafund beats the market consistently over the long run. When you buy Contrafund you're betting on Will Danoff's stock picking ability. Fidelity supports 128-bit browser encryption. Read a fund’s prospectus or offering memorandum and speak to an advisor before investing. But so far in the longer term, Danoff's up. Much of that 1% goes back into the fund fee, so Fidelity keeps it, not you. Chart. T. Rowe Price Institutional Large Cap Growth Fund Mid Growth. Nasdaq composite is up 66.73% in that same time frame. Yes, the last 5 years paint a different picture. The Pool invests its assets in units of Fidelity Concentrated Value Investment Trust. Our Ai fund analyst implies that there will be a positive trend in the future and the Fidelity Contrafund shares might be good for investing for making money. Small cap indicies consistently have higher betas and more volatility in market downturns. fid intl discovery k (fidkx) 0.82%. My first advice would be to read the US News Money overview of any fund you invest in. I researched Target Date Funds and decided against them based on what I learned. Fidelity ® Contrafund ® K6 (since 5/25/2017) Fidelity Advisor ® New Insights Fund - Class C (since 7/31/2003) Fidelity ® Contrafund ® - Class K (since 9/17/1990) Fidelity ® Series Opportunistic Insights Fund - Class F (since 12/6/2012) Fidelity ® Contrafund ® Commingled Pool Class 2 (since 1/17/2014) Join our community, read the PF Wiki, and get on top of your finances! My question is why shouldn't I invest 100% in CONTRAFUND? because you have index funds available in your plan. Current and Historical Performance Performance for Fidelity Contra Fund on Yahoo Finance. Other times, the market will adopt whatever tricks the rockstar is using to beat the market. sptn 500 index inst (fxsix) 0.05%. Unknown Member. Please contact the moderators of this subreddit if you have any questions or concerns. View Top Holdings and Key Holding Information for Fidelity Contra Fund (FCNTX). The default option is FIAM TD 2060 POOL Q and currently I am invested 100% in it. Find our live Fidelity Growth Company Commingled Pool Class 1 fund basic information. You'll want to stick to total market funds, not active funds. The same manager runs both funds, but the expense ratio for the commingled pool is 0.3 percent versus 1.1 percent for the retail product. Its current manager is William Danoff, who has headed the fund since 1990. Artisan Mid Cap Fund Institutional Class. I did some further research on diversification and I am thinking about this distribution: FID INTL INDEX INS - International Stock - 15%. He's been pretty good - over the long run he beats the S+P by almost 1% CAGR. Fidelity® Total International Index Fund – Institutional Class. Time is on your side, especially if you have a high savings/investment rate. 3 1 13. comments. Fidelity® Contrafund® Fund No Load (FCNTX) Dividend Growth History: By month or year. You can also utilize pair trading strategies of matching a long position in Fidelity Contra with a short position of SP 500. Here are the options for my 401k investment. SS RSL SMMDCP IDX C - Mid-Cap Growth. Contrafund's AUM (assets under management) as of July 2015 total over 112 billion USD. Mpegx ) 0.71 %... '' I wonder when he 's been pretty -... I am 24, so Fidelity keeps it, not active funds off... 0.08 % ( VFTNX ) - Large Blend find our live Fidelity Growth Company Commingled?. 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