© Copyright 1996- FMR LLC. Stable Value Investment Association , two-thirds of 401(k) plans offer a stable value fund as an option, and about 25% of the approximately $1 trillion in 401(k) plans is in stable value. Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment advisor, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. 1. The Safest Mutual Funds You Can Buy . Analyze the Fund Fidelity ® Short-Term Bond Fund having Symbol FSHBX for type mutual-funds and perform research on other mutual funds. Debt securities are sensitive to changes in interest rates depending on their maturity, and may involve the risk that their prices may decline if interest rates rise or, conversely, if interest rates decline, their prices may increase. Stable Value Income Fund2 High Quality PIMCO Core Plus Bond Fund – Class II Real Return Bond PIMCO Real Return Strategy Fund – Class II Large Cap Value ... Fidelity Value Fund – Class K Fidelity Low-Priced Stock Fund – Class K2 Morgan Stanley Institutional Fund, Inc. Learn more about mutual funds at fidelity.com. Fund Information: Stable Value Fund. Short-term bond funds are generally safer and more stable than intermediate- to long-term bond funds. We recommend users form their own views on this fund or obtain financial advice. 1These share classes are subject to Putnam’s approval on a plan-by-plan basis and require a minimum of $75 million for the 20 bps share class and $200 million As with any investment, there is no guarantee that the SVF will achieve its objectives. Terms and Conditions Privacy Policy Disclosures Member User Agreement Corrections Cookies, | 1-Day Return as of Dec 18, 2020, 10:20 PM GMT+00:00, Muni National Intermediate-Term Bond Funds. Stable Value | Class 15. Stable Value Complete the financial wellness picture with stable value. Learn more about mutual funds at fidelity… 3 Fidelity manages 2 of 7 fixed income funds mentioned in Kiplinger's 25 Favorite No-Load Funds for 2017. A small change in the underlying asset, instrument, or index can lead to a significant loss. View & analyze the 0P0000X2AZ fund chart by total assets, risk rating, Min. Before investing have your client consider the funds', variable investment products, or exchange traded products' investment objectives, risks, charges, and expenses. A recently filed lawsuit accuses Fidelity Management Trust Company of engaging in imprudent investment strategies for the Fidelity Group Employee Benefit Plan Managed Income Portfolio Commingled Pool (MIP), a stable value fund offered as an investment option in some 401(k) plans trusteed by Fidelity. Derivatives involve leverage because they can provide investment exposure in an amount exceeding the initial investment. Mutual Funds Stocks ETFs Bonds Best Investments Portfolio Markets For Professionals Research & Insights ... Fidelity® Value FDVLX Morningstar Analyst Rating Assets segregated to cover these transactions may decline in value and are not available to meet redemptions. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. FA Stable Value Portfolio: Pricing and Performance, This site is for persons in the U.S. only, 401(k) Participants & Employees of Corporations, 403(b) & 457(b) Participants & Employees of Non-Profits, Strong risk-adjusted performance potential through diversification, credit quality, and yield-curve management, Leverages Fidelity's fixed income expertise—grounded in fundamental research, rigorous quantitative analysis, and expert trading, Consistent emphasis on capital preservation, market-to-book ratio management, and liquidity. A stable value fund is a type of investment available in 401(k) plans and other defined contribution plans as well as some 529 or tuition assistance plans. The Fidelity Stable Value pools are separate funds of the Fidelity Group Trust for Employee Benefit Plans and managed by Fidelity Management Trust Company. 24 Fidelity fixed income funds have been awarded 4- or 5- stars by Morningstar ®. Why Fidelity for fixed income investments . Stable value funds, which are offered in many 401(k)s, can provide steady returns and are relatively low risk but they do have a few disadvantages. Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. The yield of the fund will fluctuate. SPDR Portfolio S&P 500 Value ETF (SPYV) As the ticker symbol implies, this value ETF is a twist on the massively popular SPDR S&P 500 ETF (SPY). Analyze the Fund T. Rowe Price Stable Value Common Trust Fund A having Symbol for type workplacefunds and perform research on other mutual funds. The safest mutual funds that can either match or stay ahead of inflation by a small degree are bond funds.   Also, US Treasury Bonds are generally safer than municipal and corporate bonds. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Asset Class: Stable Value Intended to deliver safety and stability by preserving an investors principal investment while accumulating interest earnings. Fidelity has been managing stable value assets since 1986. See the complete list of mutual funds with price percent changes, 50 and 200 day averages, 3 month returns and YTD returns. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. Government legislation or regulation could affect the use of these transactions and could limit the ability to pursue such investment strategies. Strong risk-adjusted performance potential through diversification, credit quality, and yield-curve management. The actual … The fund is designed to have less return volatility than most bond funds. Analyze the Fund Fidelity ® Value Fund having Symbol FDVLX for type mutual-funds and perform research on other mutual funds. The Parent Pillar is our rating of FDVLX’s parent organization’s priorities and whether they’re in line with investors’ interests. Analyze the Fund T. Rowe Price Stable Value Common Trust Fund B having Symbol for type workplacefunds and perform research on other mutual funds. Analyze the Fund Wells Fargo Stable Value Fund E having Symbol for type workplacefunds and perform research on other mutual funds. This information is provided for information purposes only and should not be used or construed as an indicator of future performance, an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. Derivatives may be volatile and involve significant risk, such as credit risk, currency risk, leverage risk, counterparty risk, and liquidity risk. Terms of Service apply. With more than 3,400 holdings, FSKAX reaches far beyond the S&P 500. *On May 1, 2009, Fidelity announced that we will be temporarily reducing management fees and trailer fees on some of our money market funds. The ticker symbol for Fidelity Stable Value Fund is not available as it is not sold on the public exchange. Although it’s not the most stable of Fidelity funds, FBALX may be the best choice in terms of return in relation to risk and for keeping volatility lower than a portfolio of 100% stocks. Stable Value Fund. A recently filed lawsuit accuses Fidelity Management Trust Company of engaging in imprudent investment strategies for the Fidelity Group Employee Benefit Plan Managed Income Portfolio Commingled Pool (MIP), a stable value fund offered as an investment option in some 401(k) plans trusteed by Fidelity. All rights reserved. Quotes are available for stocks, mutual funds, Fidelity Select Portfolios ® , indexes, options, bonds, and annuities. Fidelity Managed Retirement Funds: Fidelity Money market Funds: 5 Fidelity funds named to the Kiplinger 25: Fidelity Simplicity RMD Funds SM: Fidelity Total Bond Fund: Offering Income and Diversification: 16 Fidelity Mutual Funds Win a Total of 26 U.S. Lipper Fund Awards: Taking Control of Fluctuations: Fidelity ® Low-Priced Stock Fund For more than 45 years, Prudential's stable value solutions have helped people meet their financial goals. The value of your investment will fluctuate over time and you may gain or lose money. No Bank Guarantee. The ticker symbol for Fidelity Stable Value Fund is not available as it is not sold on the public exchange. For more than 3,400 holdings, FSKAX reaches far beyond the s & P 500,,. Affiliated with fiam and compensated for such services 24 Fidelity fixed income funds have earned a GOLD Analyst! Provide investment exposure in an amount exceeding the initial investment stock market asset of. 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