Fidelity Monitor & Insight
Fidelity Monitor & Insight is a trusted investment advisory newsletter designed for Fidelity mutual fund investors, offering independent analysis, expert fund recommendations, and proven asset allocation strategies since 1986. It provides five easy-to-follow model portfolios tailored to different risk levels, helping both retail and professional investors navigate Fidelity’s wide range of mutual funds with confidence. The publication also delivers market insights, fund manager interviews, and timely commentary, making it a comprehensive resource for informed investing. Recognized as the best-performing Fidelity fund newsletter and the most widely read in its category, Fidelity Monitor & Insight continues to be a go-to source for maximizing returns with Fidelity mutual funds.
ABOUT THE NEWSLETTER
Fidelity Monitor & Insight has provided independent analysis and recommendations on Fidelity mutual funds since 1986.
It is celebrated for consistent performance and has been recognized for decades as Fidelity’s top-ranked investment newsletter.
Subscribers gain access to five diversified model portfolios—Income, Growth & Income, Growth, Select, and Unique Opportunities—each designed for different risk-return goals and investment horizons.
The publication also offers four annuity-tailored model portfolios for specialized investment needs.
NEWSLETTER KEY FEATURES
The newsletter provides subscribers with access to five easy-to-follow model portfolios, plus four dedicated models focused on annuities.
Hotline Updates
Subscribers receive regular updates, often scheduled on Fridays after market close, offering timely commentary on market trends and actionable insights.
Market Outlook Reports
In-depth publications such as the “Mid Year Outlook” deliver thoughtful economic forecasts and interpret current events.
Performance Tracking Tools
The newsletter includes performance tracking for each model , along with a portfolio calculator and scorecard to help investors assess fit and effectiveness.
Risk-Free Trial
New subscribers are typically offered a risk-free trial, allowing them to explore the newsletter and model portfolio recommendations with peace of mind.