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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?


To: garygr who wrote (23657)12/18/2025 10:47:25 AM
From: R.Daneel.Olivaw  Read Replies (1) | Respond to of 23776
 
Re: Fidelity Investments---Closed End Funds

Uhh, Don't ETFs trade like common stocks too?
I am more and more upset with Fidelity. Unfortunately, I think everyone, everywhere, think they have a better idea of what we want than what we actually want.



To: garygr who wrote (23657)12/18/2025 11:50:30 AM
From: Top Of The World Ma5 Recommendations

Recommended By
mykesc2020
R.Daneel.Olivaw
SeeksQuality
Smart_Asset
Tam3262

  Respond to of 23776
 
RE: Has anyone noticed that Closed End Funds are shown under Common Stocks on the monthly statements.

Don't have Fidelity, have Schwab and they are listed under funds

Doesn't seem hard to figure out.....

Mutual "FUND"
ETF, Exchange Traded "FUND"
CEF, Closed End "FUND"



To: garygr who wrote (23657)12/18/2025 1:43:02 PM
From: mykesc2020  Respond to of 23776
 
Schwab groups ETFs with CEFs, which is fine for me. I have everything fed into a Google Sheets which categorizes them anyway I want.



To: garygr who wrote (23657)12/18/2025 2:14:08 PM
From: chowder2 Recommendations

Recommended By
Just Fine
Waitress

  Read Replies (1) | Respond to of 23776
 
Schwab has CEF's and ETF's combined under one section . I don't care where they are listed as long as they are listed. .. Ha!