Какой компании принадлежит Fidelity
Fidelity is a mutual fund company that is 49% owned by the Johnson family of Boston and 51% owned by its employees. The company was founded in 1946 and has been managed by the Johnson family for three generations. Abigail Johnson took over as CEO from her father Edward "Ned" Johnson III in 2014.
Fidelity is one of the largest investment companies in the world, with over $2.5 trillion in assets under management. The company offers a range of investment products, including mutual funds, ETFs, and 401(k) retirement plans. Fidelity is known for its active management style and research-driven approach to investing.
Here are some key facts about Fidelity and its ownership structure:
- The Johnson family owns 49% of Fidelity, making them the largest shareholder.
- The remaining 51% of the company is owned by its employees through the company's employee stock ownership plan (ESOP).
- The Johnson family has been involved with Fidelity since it was founded in 1946 by Abigail Johnson's grandfather, Edward Johnson II.
- Abigail Johnson took over as CEO in 2014, becoming the first woman to lead Fidelity.
- Fidelity is known for its active management style and research-driven approach to investing, which has helped it attract a loyal base of investors over the years.
If you're thinking of investing with Fidelity, here are some tips to keep in mind:
- Consider your investment goals and risk tolerance before choosing a Fidelity fund or ETF.
- Do your research and read up on the performance and management style of the funds you're interested in.
- Speak with a financial advisor or a Fidelity representative to get more information about the company's investment products and services.
- Keep an eye on fees and expenses, as these can impact your investment returns over time.
- Remember that investing involves risk and that past performance is no guarantee of future results.