WebFeb 1, 2024 · Do related parties of the customer 1 hold shares of any funds within the same fund family in accounts at this broker-dealer, other broker-dealers, or in other platforms, WebA prospectus is a legal document that a company issues to the public giving details of an offer for investment. This document is filed with the Securities and Exchange Commission (SEC). It is usually published when the company offers bonds, stocks, mutual funds, or other investment offers.
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WebYou can find the fund's prospectus, reports to shareholders, and other information about the fund (including the fund's SAI) online at www.fidelity.com/funddocuments. You can also get this information at no cost by calling 1-800-FIDELITY or by sending an e-mail request to [email protected]. http://ptam.com/documents/ptam-prospectus-ptiax.pdf rock hound app
FTHSX - Fuller & Thaler Behavioral Small-Cap Equity Fund …
WebThe fund uses a neutral mix of approximately 50% common stocks, 15% REITs and other real estate related investments, 15% convertible securities, and 20% preferred stocks. Investing the fund's assets with a focus on equity securities that pay current dividends and show potential for capital appreciation, which tends to lead to investments in ... WebJan 31, 2024 · Before investing, consider the investment objectives, risks, charges and expenses of the fund or annuity and its investment options. Contact Fidelity for a free … WebProspectus 4 Fund Summary continued result in higher taxes when fund shares are held in a taxable account. These costs, which are not reflected in annual operating expenses or in the example, affect the fund’s performance. During the most recent fiscal year, the fund’s portfo-lio turnover rate was 4% of the average value of its portfolio. othership breathwork affiliate