What topics are covered in Fidelity Investor newsletters?


Quick Answer

Jim Lowell's Fidelity Investor newsletter includes recommendations on Fidelity funds, monthly best buys and his interpretations of stock market trends, according the newsletter's publisher, InvestorPlace Media. The newsletter also provides updates on his five model portfolios that use only Fidelity funds to meet investment goals, such as aggressive growth, income, growth, and growth and income. The newsletter also publishes exclusive interviews with different fund managers.

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Full Answer

Also included in the newsletter subscription is a quarterly review of over a hundred 401(k) plans from different companies, notes InvestorPlace Media. The publisher also includes weekly emails discussing hot tips, special email alerts for important stock market changes and access to a member-only website for the subscription price.

The Fidelity Select Investor publication is a separate newsletter that only makes Fidelity Select fund recommendations, rather than the diversified Fidelity funds used in the Fidelity Investor newsletter, explains MoneyShow. Lowell also gives advice about certain funds within seven different sectors, which include health care, financial services, utilities, technology and consumer sectors. The newsletter also explains the rules used to generate recommendations for different sectors.

In 2014, Fidelity Investor was one of the four best investment newsletters for funds, according to Kiplinger. The site noted that the newsletter's picks were approximately 15-percent less volatile than the S&P 500 over the same period and had annualized returns of 7.8 percent for the past 15 years.

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