Portfolio Research
The Portfolio Research tab provides detailed performance information about the equities you hold in your portfolio.
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What kind of information does the Research tab provide?
The Research tab provides:
- A list of the accounts in your portfolio in which you hold a
particular security. The list also shows each security's quantity and value per account.
- A three-year performance chart for each security in your portfolio.
- Average annual returns for each security.
- Links to access fees, loads, and expense (if applicable), and links to the
latest news or latest research (if applicable).
Is this research supplied by Fidelity, or someone else?
The research on the Research tab is supplied by independent third-party research providers such as Morningstar,
Lehman Brothers, Standard & Poor's, and others.
How can I get more research on a particular security?
To get more research on a particular security, click the More Research link next to that security's name in the list.
How can I be contacted if there's breaking news about one of my securities?
Click Set Up News & Research Alerts to go to the Alerts page, where you can elect to receive updates, quotes,
or other information via e-mail, pager, PDA, or cell phone.
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