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BusinessWeek September 27, 2004 Lauren Young	Where to Shop at Vanguard Its actively managed funds have a big cost advantage. And while some of its best are out of reach for prospective investors, there are some worthy portfolios open for a $3,000 minimum.
BusinessWeek October 16, 2006 Roben Farzad	Fidelity's Divided Loyalties Fidelity Investments could be the king of shareholder rights. But do its corporate interests get in the way?
The Motley Fool July 6, 2004	Seeking Outstanding Mutual Funds Don't settle for below-average performance when you can earn average or better.
Registered Rep. November 1, 2006 Kevin Burke	Come Fly with Me Mutual fund giant Fidelity Investments has inked an agreement with American Airlines in a new marketing twist.
Registered Rep. November 1, 2004 Stan Luxenberg	The Retiring Kind Keeping the loyalty of retirees is urgent business for fund companies. Retaining retirees is particularly crucial for Fidelity.
Financial Planning August 1, 2011 Israelsen & Howell	Being Reasonable Managing the expectations clients have for their investment portfolios can be more challenging than actually managing the portfolios themselves.
BusinessWeek November 14, 2005 Aaron Pressman	Dear Abby, What Happened? It's no longer apparent that the boss's daughter is the heir at Fidelity Investments.
BusinessWeek August 15, 2005 Aaron Pressman	Fidelity Trolls For Bigger Fish Fidelity Investments' new Pyramis unit will grab at a larger slice of the institutional pie.
BusinessWeek September 30, 2010 Charles Stein	Indexing Helps Vanguard Top Fidelity in Fund Assets The low-cost mutual fund house founded by John Bogle passes the home of once-giant fund Magellan as investors lose faith in stockpickers.
BusinessWeek June 10, 2010 Bhaktavatsalam & Condon	Stock Funds Hit a Rough Patch Eight of the 10 biggest U.S. mutual funds are showing lackluster results, with only Fidelity beating benchmarks.
The Motley Fool July 23, 2007 Tim Beyers	Better Know a Stock Picker Slowly, steadily and consistently, Rich Fentin's Fidelity Value fund beats the market.
The Motley Fool July 1, 2008 Amanda B. Kish	A Shortcut to Losing Money It's easier than you think to sandbag your portfolio -- and the media's here to help.
BusinessWeek October 28, 2010 Suzanne Woolley	A 401(k) Funds Popularity Contest A look at which actively managed mutual funds shepherd the most retirement assets, how well they do it, and where they are putting your money.
The Motley Fool August 27, 2008 Selena Maranjian	When Buying an Index Fund Is Stupid Not all index funds are created equal.
On Wall Street January 1, 2013 Jeff Tjornehoj	Classifying Funds That Turn to Lower-Rated Debt to Boost Return One analyst says it s time to separate bond fund classification strategies into distinct groups.
The Motley Fool June 4, 2009 Dan Caplinger	These Buyers Will Launch Stocks Higher For fund managers who've kept money on the sidelines this year, the pressure's on to get fully invested -- and when those holdouts start buying, they'll likely push stocks even higher.
The Motley Fool June 30, 2009 Dan Caplinger	Do These Black-Sheep Investments Deserve Your Money? Don't feel compelled to stick with a below-average fund just because it's offered by an otherwise good fund family.
Financial Planning October 2, 2007 Craig L. Israelsen	Smoothing the Path When comparing active and passive management, financial planners should look at the performance of the whole portfolio. What you find may surprise you.
Registered Rep. September 22, 2014 Brad Zigler	Active Management Under The Microscope Just how actively managed is your actively managed mutual fund? And, more importantly, what's the real pay-off for all that activity?
Financial Planning September 1, 2008 Craig L. Israelsen	A Perfect Portfolio Investment portfolios should include a wide variety of diverse assets. Each one adds an important dimension to the portfolio because it behaves differently.
The Motley Fool February 1, 2008 Rick Aristotle Munarriz	That's Just Shameful, Fidelity The storied Fidelity Magellan mutual fund is welcoming new investors after a 10-year break. Should you buy or avoid them?
The Motley Fool March 20, 2006 Alyce Lomax	Fidelity's Amazonian Push The mutual fund provider gains prime real estate on Amazon.com. Fidelity seems to be the real beneficiary of this deal, as it fends off competition from other mutual fund providers.
Food Processing July 2010	New Food Rollout: July 2010 Yummy treats to help beat the heat.
The Motley Fool June 8, 2007 Amanda B. Kish	Foolish Weekly Fund Wrap-Up Barclays struggles to crack 401(k) market... Funds' cash stakes falling... Fidelity chasing market share...
The Motley Fool September 9, 2011 Amanda B. Kish	How to Make Money With Mutual Funds A lowdown on mutual funds.
The Motley Fool April 6, 2006 Rex Moore	Trim That Disgusting Fat Bloated mutual funds can have trouble keeping up with the market.
The Motley Fool April 25, 2007 Amanda B. Kish	Fear Not, Fidelity Fundholders While the news of Fidelity's chief operating officer's retirement invites speculation regarding the new heir apparent for the firm's top spot, the more pressing question is what this move means for Fidelity's fundholders.
The Motley Fool April 23, 2009 Dan Caplinger	Investments That Don't Stand a Chance An active fund that only seeks to match its benchmark is a waste of your money. If that's all a fund can offer, you're much better off going with the index fund.
Registered Rep. August 1, 2004 Stan Luxenberg	Nest Eggs in Multiple Baskets Increasingly, employers have begun offering life cycle funds, which include broad mixes of stocks and bonds. By picking one life cycle choice, an investor can hold a nicely diversified 401(k) portfolio.
BusinessWeek June 10, 2010	Big Funds, Small Returns Most of the 10 biggest actively managed stock mutual funds are in the red this year.
Financial Advisor November 2007 Brad Zigler	The Long And Short Of It Only time will tell if short-enabled mutual funds live up to the expectations of their creators or are, as some critics contend, a mistake in the making.
BusinessWeek October 10, 2005 Robert Barker	A Big Deal Under The Radar As one public company today, Fidelity National trades at a multiple of 12 times the Standard & Poor's estimate of 2005 earnings. But the sum of its three parts stands a good chance of rising noticeably.
Financial Advisor November 2006	Advisor Emporium Partners Focus On European Property... CCA Unveils Web-Based Retirement Plan... Seven SRI Portfolios Launched... Fidelity DAF Lowers Contribution Minimum... etc.
Financial Planning May 1, 2006 Israelsen & Walker	Evening the Odds A significant flaw in many active-versus-passive studies occurs when tallying the number of funds that under- or out-perform an index. Three steps could help level the playing field in the active-versus-passive debate.
Bank Systems & Technology December 7, 2007 Maria Bruno-Britz	Marvin Adams Leaves Citi for Fidelity Fidelity Investments named Citigroup CIO Marvin Adams president of Fidelity Shared Services.
The Motley Fool January 7, 2004	Beating the Market Can an actively managed mutual fund consistently post market-beating returns?
The Motley Fool April 27, 2006 Chuck Saletta	Dueling Fools: Mutual Funds Bear Problems ingrained in the basic structure of mutual funds typically make them bad investments.
BusinessWeek August 25, 2003 Gene G. Marcial	More Faith in Fidelity As the Street worries more about hikes in interest rates, investors are fleeing rate-sensitive stocks. One such: Fidelity National Financial. The stock could face more pressure, but some pros see this as a chance to buy.
The Motley Fool May 18, 2007 Amanda B. Kish	The Foolish Weekly Fund Wrap-Up Like any large fund shop, Fidelity has some good funds and some not-so-good ones. Before you buy any Fidelity fund, be sure to examine the fund on its own merits.
Investment Advisor February 2007	February 2007 In response to the scandal over favors given to some Fidelity mutual fund equity traders... Morningstar Inc. named its 19th annual mutual fund managers of the year... SunGard acquired Automated Financial Systems... etc.
Registered Rep. March 2, 2015 John F. Wasik	How to Spot a Closet Indexer With expenses continuing to fall on exchange traded funds and passively managed mutual funds, it's hard to justify investing in an actively managed portfolio that isn't pulling its own weight.
Financial Planning March 1, 2005 Israelsen & Clement	Of Stocks and Funds Financial advisers need to explain to their clients that diversification can be a double-edged sword; protection against loss can sometimes insulate against return. Here's a performance comparison of individual stocks vs. equity funds in 2004.
The Motley Fool March 8, 2010 Amanda B. Kish	Must-Read Mutual Fund News The latest from the fund industry: Fidelity makes some changes... Hidden risks of bond ETFs... T. Rowe Price and Oppenheimer Funds take the cake...
Investment Advisor August 2009 James J. Green	Millionaires Say 2008 Not So Bad Fidelity's third annual Millionaire Outlook study shows that the high-net-worth feel pretty good about their advisors.
Registered Rep. May 24, 2011	Second Quarter 2011 Investment Outlook: Appetite for Real Estate Grows Investors plan to to boost the size of their commercial real estate portfolios over the next 12 months.
Registered Rep. April 20, 2006 Kristen French	Fidelity Wins California 529 Plan; Replaces TIAA-CREF In the battle over California's 529 college savings program, Fidelity Investments provisionally beat out the Vanguard Group to replace TIAA-CREF as the provider this week.
Wall Street & Technology July 1, 2008 Penny Crosman	Fidelity Hires New CIO Fidelity Investments ransacks Morgan Stanley and Merrill Lynch to fill two top IT positions.
BusinessWeek December 11, 2006 Anne Tergesen	A New Way To Beat The Market? So-called 120/20 funds use leverage and short sales to boost bullish bets.
Financial Advisor May 2005 Jeff Schlegel	"Assets-In-A-Box" Investing Considering the appeal of prepackaged asset allocation, it's little wonder that lifecycle funds are one of the hottest areas in the mutual fund industry.
Registered Rep. October 22, 2009 John Churchill	Fidelity Expands International, Forex Investment Options With U.S. long-term growth forecasts looking slim, the timing of the release is certainly no coincidence.