Posts  / #POST-020924
REDDIT

Fidelity brokerage and advisory.

H
Feb 26, 2025 · 11:05

Need help with decoding the investments
In this account. Been told I have to decode whether or not to stay with manager positions . I don’t have high income , o have fairly low risk tolerance, and not much financial knowledge although I am trying . The fees and taxes have been high also and am 50 so retirement is not too far away . This is a fidelity managed account
The positions are as follows:

IWP 7 SHARES
JAENX 14.56 SHARED
JIRE .17 PERCENT
MGIAX .55 PERCENT
MISIX .31 PERCENT
PRIUX .23 PERCENT
SEMVX 1.30 PERCENT
SPY 17.41 PERCENT
VEA 5.37 PERCENT
VFH .81 PERCENT
WFMDX .45 PERCENT
ABNFX 14.77 [ERCENT
AEMGX .74 PERCENT
AEPFX .77 PERCENT
BCOIX .25 PERCENT
DODFX 1.45 PERCENT
EEM .35 PERCENT
EFAV 1.13 PERCENT
EFV .66 PERCENT
FAUDX 16.36 PERCENT
FDGRX .69 PERCENT
FDIVX .48 PERCENT
FLCSX .53 PERCENT
FLSCOX .37 PERCENT
FZAEX .69 PERCENT
FZOLX .66 PERCENT
FVDFX 1.49
FZOLX .66
IEI 7.13 PERCENT
IJH 1.46 PERCENT
IJT .75 PERCENT
IVE 4.68 PERCENT