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Fidelity Contrafund (symbol FCNTX) is a mutual fund operated and provided by Fidelity Investments. Its current manager is William Danoff , who has headed the fund since 1990. Contrafund's AUM ( assets under management ) as of July 2015 total over 112 billion USD .
Fidelity bond 40-17G/A Fidelity bond (Amendment) 40-202A/A Filing 40-202A/A 40-206A/A Amendment 40-24B2 Filing of sales literature 40-24B2/A Filing of sales literature (Amendment) 40-33 All stockholder derivative actions filed with a court against an investment company or an affiliate 40-8B25 Document or Report 40-8F-2
Funds with high expenses ratios tend to continue to have high expenses ratios. An investor can examine a fund's "Financial Highlights" which is contained in both the periodic financial reports and the fund's prospectus, and determine a fund's expense ratio over the last five years (if the fund has five years of history).
A prospectus from the US. A prospectus, in finance, is a disclosure document that describes a financial security for potential buyers. It commonly provides investors with material information about mutual funds, stocks, bonds and other investments, such as a description of the company's business, financial statements, biographies of officers and directors, detailed information about their ...
Geode was originally set up by Fidelity Investments in 2001 to run systematic long/short equity strategies and to incubate new strategies. [2] Fidelity initially committed $229 million to Geode Capital, which was computer-driven as an investor, with Fidelity executive Jacque Perold installed as the head of the firm.
Fund administration is the name given to the execution of back office activities including fund accounting, financial reporting, net asset value calculation, capital calls, distributions, investor communications and other functions carried out in support of an investment fund, which may take the form of a traditional mutual fund, a hedge fund, a private equity fund, a venture capital fund, a ...
Investment companies should not be confused with investment platforms such as eToro, Robinhood, Fidelity and E-Trade, which are digital services or tools that enable investors to access and manage various financial instruments such as stocks, bonds, mutual funds, exchange-traded funds (ETFs), options, futures, cryptocurrencies, and real estate. [3]
The prospectus will say if the MIC has a policy to cap what it will borrow. Many of the MICs are fairly short term lenders - 24 months or so - which reduces interest rate risk and should allow the MIC to continually readjust its lending rate to match increases or decreases in general interest rates and keep the spread between its lending and ...