Fund closings at Fidelity

Financial Planning - Financial planning in general. (Moderated) 

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Subject Author Date
Fund closings at Fidelity HW \"Skip\" Weldon 01-26-2007
Posted by HW \"Skip\" Weldon on January 26, 2007, 8:57 am
Does anyone have a single site that identifies which Fidelity funds
are closed to new investors?

-HW "Skip" Weldon
Columbia, SC


Posted by joetaxpayer on January 26, 2007, 9:32 am


HW "Skip" Weldon wrote:

> Does anyone have a single site that identifies which Fidelity funds
> are closed to new investors?
>
> -HW "Skip" Weldon
> Columbia, SC


http://screener.fidelity.com/ftgw/evaluator/C/Control/QnRFdMfresults

will give you a copy-able matrix of funds. closed ones have ** next to
their name. the cut/paste effort would be minimal. (make you you choose
30 per page, so you only have 3 pages of data.)

JOE


Posted by Mark Freeland on January 26, 2007, 1:08 pm
> Does anyone have a single site that identifies which Fidelity funds
> are closed to new investors?

Lipper's screener allows you to select management company and has a check
box for "funds closed to new investors".
http://funds.reuters.com/lipper/retail/reuters/fundScreener.asp

A search for closed funds managed by FMR (Fidelity Management and Research)
turns up 22 funds. Excluding duplicates (multiple share classes), the list
is:

Fidelity Advisor Mid Cap
Fidelity Advisor New Insights
Fidelity Congress
Fidelity Contrafund
Fidelity Diversified Int'l
Fidelity Exchange
Fidelity Growth Company
Fidelity Int'l Small Cap
Fidelity Japan Small Company
Fidelity Low-Priced
Fidelity Magellan
Fidelity Mid-Cap Stock
Fidelity New Millennium
Fidelity Small Cap Stock

Mark Freeland
BnetOnewsX@sbcglobal.net


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