- As of 4/30/09, 65 out of 166 funds rated 4- or 5-stars by Morningstar. Only funds with initial investment of less than $100K considered
- Retirement provider based on defined contribution assets, and participant and IRA assets administered. PLANSPONSOR 2009 Record keeping Survey© Asset International Inc. Based on defined contribution assets and participants of record keepers reporting as of 12/31/08. Cerulli Associates, The Cerulli EdgeTM–Retirement Edition, Fourth Quarter 2008. Based on an industry survey of firms reporting Total IRA Assets administered for Q2 2008.
- Fidelity Investments is one of the world's largest providers of financial services, with custodied assets of over $2.6 trillion, including managed assets of over $1.2 trillion as of December 31, 2008. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to 24 million individuals and institutions as well as through 5,500 financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket, and a leading online brokerage firm.
- Kiplinger's Personal Finance magazine, November 2008. Industry review of 12 leading online brokers. Results based on weighted ratings in the following categories: commissions, research and tools, commissions and fees, investment choices, ease of use, and customer service.
- As of 12/31/2008. Research Professionals include both analysts and associates. Source: FMR Corp., Pyramis Global Advisors, FIL, as of September 30, 2008. Data is unaudited. These figures reflect the resources of FMR Co. LLC a U.S. company, and its subsidiaries, and the resources of Fidelity International Limited, a non-U.S. company and affiliate, and its subsidiaries.
- Source: Fidelity Equity Research as of 12/31/2008. These figures reflect the resources of FMR LLC, a U.S. company, and its subsidiaries, and those of Fidelity International Limited, a non-U.S. company and affiliate, and its subsidiaries.
