Holdings in Top 10 Asset Allocation. Stock Sector Breakdown. Stock Geographic Breakdown. Bond Sector Breakdown. Bond Geographic Breakdown. Fund Manager Analysis. Managers Daniel Kelley Start Date. Jul 01, Do you know all the important aspects of mutual funds? Receive free and exclusive email updates for financial advisors about best performers, news, CE accredited webcasts and more.
Please Select Your Advisor Type. Expense Ratio 0. Turnover Standard Taxable. Fund Type. Investment Style. Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees. Daniel Kelley is a portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.
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Create Watchlist …or learn more. Uh oh Something went wrong while loading Watchlist. Go to Watchlist. No Recent Tickers Visit a quote page and your recently viewed tickers will be displayed here. Search Tickers. Overview Holdings Charts Historical Quotes. Highest 5 4 3 2 1 Lowest. Alpha 0. MarketWatch Dow Jones. ET by Barron's. Opinion Your portfolio may not be as safe as you think Sep. ET by Conrad de Aenlle. Time to swap sector funds Apr.
ET by MarketWatch. One-fund 'Lazy Portfolios' Dec. ET by Paul B. Are k overseers doing their jobs?
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