Gold Portfolio Mutual Fund Money Managers
| FGDTX Fund | USD 22.49 0.12 0.54% |
Gold Portfolio is run by 2 fund managers with a total tenure of about 3 years, averaging roughly 1.0 years of service per executive, having 0.5 employees per reported executive. Fund managers are in charge of implementing Gold Portfolio Fidelity investing strategy and managing its portfolio trading activities. Break down of Gold Portfolio's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Gold Portfolio's future under-performance.
| Steven Calhoun Executive Fund Manager |
| More |
| Joe Wickwire Executive Fund Manager |
| More |
Gold |
Gold Portfolio Net Asset Comparison
Gold Portfolio Fidelity is one of the top funds in net asset among similar funds. Total Asset Under Management (AUM) of Equity Precious Metals category is currently estimated at about 95.02 Billion. Gold Portfolio claims roughly 1.06 Billion in net asset contributing just under 2% to all funds under Equity Precious Metals category.
Gold Portfolio Fidelity Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Gold Portfolio Fidelity Price Series Summation is a cross summation of Gold Portfolio price series and its benchmark/peer.
Gold Portfolio Notable Stakeholders
A Gold Portfolio stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Gold Portfolio often face trade-offs trying to please all of them. Gold Portfolio's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Gold Portfolio's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
| Steven Calhoun | Fund Manager | Profile | |
| Joe Wickwire | Fund Manager | Profile |
About Gold Portfolio Management Performance
The success or failure of an entity such as Gold Portfolio Fidelity often depends on how effective the management is. Gold Portfolio management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Gold management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Gold management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund normally invests at least 80 percent of assets in securities of companies principally engaged in gold-related activities, and in gold bullion or coins. It invests up to 25 percent of assets in gold and other precious metals through a wholly-owned subsidiary. The fund invests primarily in common stocks and in certain precious metals. It invests primarily in companies engaged in exploration, mining, processing, or dealing in gold, or to a lesser degree, in silver, platinum, diamonds, or other precious metals and minerals. The fund is non-diversified.
Please note that past performance is not an indicator of the future performance of Gold Portfolio, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Gold Portfolio Fidelity Annual Yield
In accordance with the recently published financial statements, Gold Portfolio Fidelity has an Annual Yield of 1.0E-4%. This is 99.94% lower than that of the Fidelity Investments family and significantly higher than that of the Equity Precious Metals category. The annual yield for all United States funds is notably lower than that of the firm.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Gold Portfolio Fidelity. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in estimate. You can also try the Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.