Fidelity Mt. Vernon Street Trust
Overview
Fidelity Mt. Vernon Street Trust is a prominent mutual fund company based in Boston, Massachusetts, providing a diverse range of investment products and services to individual investors. The trust offers various funds, including equity, fixed income, and money market funds, catering to different investment objectives and risk profiles. The trust's investment strategy focuses on delivering competitive returns through a combination of active and passive management approaches. It invests across multiple asset classes, including domestic and international equities, fixed income securities, and money market instruments. The trust emphasizes diversification and risk management to achieve its investment goals. With a long-standing history and a commitment to investor success, Fidelity Mt. Vernon Street Trust has built a reputation for reliability and performance. Its funds are managed by experienced professionals who adhere to a disciplined investment process, aiming to provide investors with consistent and favorable outcomes over time.
Investment Focus
- Minimum initial investment: $1,000
- Subsequent investments: $100
- Minimum for retirement accounts: $250
- Minimum for automatic investment plans: $50
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Fidelity Mt. Vernon Street Trust
What sectors does Fidelity Mt. Vernon Street Trust invest in?
Fidelity Mt. Vernon Street Trust invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Massachusetts, United States. Fidelity Mt. Vernon Street Trust is listed as a mutual fund in the ConnectSafely investor database.
What stage does Fidelity Mt. Vernon Street Trust invest at?
Fidelity Mt. Vernon Street Trust backs companies at Growth, Late Stage and Pre-IPO, writing cheques of 1M - 100M.
Which regions does Fidelity Mt. Vernon Street Trust invest in?
Fidelity Mt. Vernon Street Trust invests across United States.
What companies has Fidelity Mt. Vernon Street Trust invested in?
Fidelity Mt. Vernon Street Trust's portfolio includes Apple, Microsoft, Amazon, Alphabet, Facebook, Johnson & Johnson, ExxonMobil and JPMorgan Chase.
Last updated · Source: ConnectSafely investor database
