Fidelity Investments Inc.

Definition

Fidelity Investments Inc. is a multinational financial services corporation that offers investment management, retirement planning, portfolio guidance, brokerage services, and a wide range of mutual funds. It is known for its robust research capabilities and comprehensive financial tools for individual and institutional investors.

5 Must Know Facts For Your Next Test

1. Fidelity manages a variety of mutual funds that cater to different risk tolerances and investment goals.
2. The company provides a platform for trading stocks, bonds, ETFs, options, and other securities.
3. Fidelity's retirement planning tools include IRAs, 401(k) plans, and annuities aimed at helping individuals save for retirement.
4. Fidelity is known for its low-cost index funds which are popular among passive investors seeking diversification.
5. The firm offers extensive research tools and reports to help investors make informed decisions.

Review Questions

• What types of investment products does Fidelity Investments offer?
• How does Fidelity support investors in managing risk across multiple assets?
• Why might an investor choose Fidelity's low-cost index funds?

Related terms

Mutual Fund: A pool of money collected from many investors to invest in securities such as stocks, bonds, and other assets.

ETF (Exchange-Traded Fund): A type of security that involves a collection of securities—such as stocks—that often tracks an underlying index.

Risk Tolerance: An investor's ability or willingness to endure declines in the value of their investments.