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Fidelity U.s. Monthly Income Fund Series A (0P0000XXDT)
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12.800
+0.003
+0.03%
08/01 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 1.85B
Fidelity U.S. Monthly Income Fund Series A
12.800
+0.003
+0.03%
- Overview
- Profile
- Historical Data
- Holdings
Fidelity U.s. Monthly Income Fund Series A Overview
On this page you'll find an in-depth profile of Fidelity U.s. Monthly Income Fund Series A. Learn about the key management, total assets, investment strategy and contact information of 0P0000XXDT among other information.
Investment Strategy
The Fund aims to achieve a combination of a steady flow of income and the potential for capital gains. It invests primarily in a mix of U.S. income-producing securities. Income-producing securities may include, but are not limited to, common and preferred shares, investment grade fixed income securities, higher yielding, lower quality fixed income securities, U.S. dollar-denominated foreign fixed income securities, real estate investment trusts (“REITs”) and other real estate related securities, convertible securities, emerging market debt securities and floating rate debt instruments. The Fund can invest in these securities either directly or indirectly through investments in underlying funds
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Michael R Plage | Portfolio Manager | 2023 | Now |
| Biography | Since joining Fidelity Investments in 2005, Mr. Plage has worked as a trader and portfolio manager. Michael Plage is a portfolio manager in the Fixed Income division at FMRCo. In this role, Mr. Plage manages institutional and retail Fixed Income portfolios within Core, Core Plus, and Tactical Bond strategies. Mr. Plage joined Fidelity in 2005, and has been in the investments industry since 1997. Mr. Plage earned his bachelor of science degree from the University of South Carolina and his master of business administration degree from the University of Connecticut. He is also a Chartered Financ | ||
| Eric Lindenbaum | Portfolio Manager | 2023 | Now |
| Biography | Eric Lindenbaum is a portfolio manager and research analyst at FMR Co. In this role, Mr. Lindenbaum is responsible for sovereign debt research and co-manages multiple institutional strategies, including FIAM Emerging Markets Debt. Mr. Lindenbaum joined Fidelity in 2013 and has been in the investments industry since 1995. Mr. Lindenbaum earned his BA degree in international studies from Johns Hopkins University, his MBA degree from Columbia Business School, and his master of international affairs degree in international economics from Columbia School of International and Public Affairs. | ||
| Adam Kramer | - | 2023 | Now |
| Biography | Adam Kramer is a portfolio manager in the High Income and Alternatives division at Fidelity Investments (“Fidelity”). In this role, he manages several multi-asset income funds and manages opportunistic high-yield bond strategies for institutional investors as well as a high-income fund available exclusively to Canadian investors. Mr. Kramer began working full time at Fidelity in 2000 as a research analyst and has since covered a variety of industries. | ||
| Timothy Gill | Portfolio Manager | 2023 | Now |
| Biography | Timothy Gill is a portfolio manager in the High Income and Alternatives division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Gill co-manages Fidelity and Fidelity Advisor Global High Income Funds, Fidelity and Fidelity Advisor Total Emerging Markets Funds, Fidelity and Fidelity Advisor New Markets Income Funds, Fidelity and Fidelity Advisor Strategic Income Funds, Fidelity VIP Strategic Income Portfolio, Fidelity Series Emerging Markets Debt Fund, Fidelity Emerging Markets Debt Central Fund, and various institutional portfolios for U.S. and non-U.S. investors. Prior to assuming his current portfolio management responsibilities, Mr. Gill was an assistant portfolio manager and research analyst on the emerging markets debt team, where he covered a variety of sovereign credits. Additionally, he was also a trader within the High Income division covering emerging market sovereign debt. He has been in the financial industry since joining Fidelity in 2000 in the foreign trade operations group. Mr. Gill earned his bachelor of science degree in business administration from the University of Vermont. He is also a CFA charterholder and a member of CFA Society Boston. | ||
| Alexandre Karam | Research Analyst | 2023 | Now |
| Biography | Alexandre Karam is a portfolio manager in the High Income division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 26 million individuals, institutions, and financial intermediaries. | ||
| David Tulk | - | 2023 | Now |
| Biography | Mr. Tulk joined the Fidelity Investments organization in 2016 as an Institutional Portfolio Manager with the Global Asset Allocation Group. He is currently a portfolio manager and a member of the Global Asset Allocation Group for FMR Canada. Prior to joining the Fidelity Investments organization, he served as the Head of Global Macro Strategy and Chief Canadian Macro Strategist at TD Securities. | ||
| Nader Nazmi | Portfolio Manager | 2023 | Now |
| Biography | Nader Nazmi is a research analyst in the High Income and Alternatives division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Nazmi is responsible for sovereign debt research covering Brazil, Mexico, Argentina, and 18 other Latin American countries that the Emerging Markets Debt team invests in. Prior to joining Fidelity, Mr. Nazmi was managing director, sovereign analyst, and macro strategist on the Emerging Markets Debt team at Wellington Management. Additionally, he has had an extensive career in the financial industry, including positions at: BNP Paribas as director and economist for Latin America, Capital Markets group; Institute of International Finance as deputy director and senior economist, Latin America department; Bank One as director of economic research, Latin America, Banc One Capital Markets; and Central Bank of Ecuador as an international advisor in the research department. Mr. Nazmi has also held several positions in academia, including: senior fellow and visiting professor in the Center for Latin America Studies at Georgetown University; Hollender professor and chairperson of the economics department at Lake Forest College; visiting scholar at the Center for Research on Economic Development at the University of Michigan; and Fulbright Scholar at the University of Sao Paulo. He has been in the financial industry since 1998. Mr. Nazmi earned his bachelor of science degree in economics, summa cum laude, Phi Beta Kappa, from Iowa State University, and both his master's and doctorate degrees in economics from the University of Illinois. He also holds the Financial Industry Regulatory Authority (FINRA) Series 2, 7, 24, and 65 licenses. Additionally, his extensive research in economics and international finance have been published in academic journals, editorial contributions, and a book. | ||
| Ramona Persaud | Portfolio Manager | 2023 | Now |
| Biography | Ramona Persaud joined Fidelity Investments in 2003, since then she has worked as a research analyst and portfolio manager. | ||
| Harley J Lank | Co-Manager | 2023 | Now |
| Biography | Harley Lank is a vice-president and portfolio manager for Fidelity Investments. He joined Fidelity in 1996 as an analyst in the high income group, and has been with Fidelity’s high-income division for the past 11 years. Mr. Lank received a BS in business from Syracuse University, and an MBA from the Wharton School of Business at the University of Pennsylvania. | ||
| David D. Wolf | Adviser | 2015 | Now |
| Biography | David joined Fidelity in September 2013. From 2009 to 2013, David served as Adviser to the Governor of the Bank of Canada and as secretary to the Governing Council of the Bank of Canada, where he oversaw analysis supporting the monetary policy decision process and represented Canada’s central bank on numerous international bodies. Previously, David was head of Canadian economics and chief strategist at Merrill Lynch from 2005 to 2009. between 1997 and 2005. He began working in the investments industry in 1997.David earned a BA in economics from Princeton University. | ||
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