Chapter 6: Who Did it Better? by Jennifer Young

FDGRX- Fidelity Growth Company Fund

2023-10-10 00:35:53 UTC

Rate of return for 10 year is 16.18%
KC

VGHCX- Vanguard Health Care Inv

2023-10-10 00:56:19 UTC

Highlighted rate of return for 20 years
KC

AGTHX- American Funds The Growth Fund of America A

2023-10-10 01:02:21 UTC

Highlighted rate or return for 30 years
KC

Fidelity OTC Portfolio

2023-10-16 05:32:09 UTC

Rate of return 10 years is 15.43%
MN

Delaware Mid Cap Growth Equity Fund Class A

2023-10-16 05:46:48 UTC

Rate of return 20 years is 40.84%
MN

2023-10-16 05:53:31 UTC

Rate of return 30 years is 10.78%
MN

2023-10-22 22:03:25 UTC

2023-10-22 22:16:37 UTC

AGTHX

2023-10-22 22:20:50 UTC

18.25% Return

epmarbury — 2023-10-23 01:24:38 UTC

BPTIX +19.31% 10 years

pldolan — 2023-10-24 00:42:10 UTC

https://fundresearch.fidelity.com/mutual-funds/summary/06828M405

FMAGX +15.42% Life

pldolan — 2023-10-24 00:47:17 UTC

FMAGX +15.42% Life
Fund Inception: 05/02/1963

https://fundresearch.fidelity.com/mutual-funds/summary/316184100

FFIDX +10.17% Life (1930's!)

pldolan — 2023-10-24 00:49:47 UTC

FFIDX +10.17% Life (1930's!)
Fund Inception: 04/30/1930

https://fundresearch.fidelity.com/mutual-funds/summary/316153105

Shelton Capital Management - Bambi Nelson

2023-10-24 03:10:17 UTC

The Fund seeks to replicate the performance of the largest non-financial companies as measured by the Nasdaq-100 Index. The Fund is passively managed and will attempt to buy stocks so that the holdings in the portfolio approximate those of the Nasdaq-100 Index.

The Investment Company of America ® (AIVSX) - Bambi Nelson

2023-10-24 03:24:40 UTC

The fund invests primarily in common stocks, most of which have a history of paying dividends. It may invest up to 15% of its assets, at the time of purchase, in securities of issuers domiciled outside the United States. Although the fund focuses on investments in medium to larger capitalization companies, the fund's investments are not limited to a particular capitalization size.

The Investment Company of America ® (AIVSX) 2 - Bambi Nelson

2023-10-24 03:25:36 UTC

Who May Want To Invest

Someone who is seeking the potential for long-term share-price appreciation.

Someone who is seeking both growth- and value-style investments and who is willing to accept the volatility associated with investing in the stock market.

Fidelity® Low-Priced Stock Fund - Bambi Nelson

2023-10-24 03:44:52 UTC

This is an interesting article about the fund's manager.

Fidelity® Low-Priced Stock Fund 2 - Bambi Nelson

2023-10-24 03:47:33 UTC

Normally investing primarily in common stocks. Normally investing at least 80% of assets in low-priced stocks (those priced at or below $35 per share or with an earnings yield at or above the median for the Russell 2000 Index), which can lead to investments in small and medium-sized companies. Earnings yield represents a stock's earnings per share for the most recent 12-months divided by current price per share. Potentially investing in stocks not considered low-priced. Investing in domestic and foreign issuers. Investing in either "growth" stocks or "value" stocks or both. Using fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

2023-10-24 05:31:16 UTC

10 year rate of return is 13.85%

2023-10-24 05:39:17 UTC

Fund Inceptions 01/06/1959
Rate of return 10.51%

Danielle Rauch

2023-10-24 05:47:52 UTC

Fund Inception 09/30/1981
Rate of return 9.92%, just barely beating S&P 500.

OBMCX rate of return in the last ten years was 12.20%.

2023-10-24 05:52:41 UTC

Anna Wenzel

FLPSX- Anna Wenzel

2023-10-24 07:37:35 UTC

FLPSX 12.71% rate of return

FCNTX- Anna Wenzel

2023-10-24 07:41:36 UTC

Rate of return is 12.47%.

2023-10-24 20:24:45 UTC

JPMorgan U.S. Large Cap Core Plus Fund Class rate of return for 10 years was 12.16%

-Titus

2023-10-24 20:40:37 UTC

https://fundresearch.fidelity.com/mutual-funds/summary/316390863

rate of return 13.99%

-Titus

2023-10-24 20:42:31 UTC

https://fundresearch.fidelity.com/mutual-funds/summary/494613706

rate of return is 11.55%

-Titus

BFGFX rate of return in the last ten years was 16.33%.

2023-11-18 02:26:11 UTC

Jane Wenzel

FDGRX rate of return in the last 20 years was 13.34%.

2023-11-18 03:24:51 UTC

Jane Wenzel

AGTHX rate of return in the last 30 years was 13.42%.

2023-11-18 03:27:56 UTC

Jane Wenzel