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

To: SeeksQuality who wrote (23659)	12/18/2025 11:30:57 AM
From: garygr	Respond to of 23749

I usually don't look at the monthly statements, and have only been buying closed end funds the past year. I was just surprised to see them listed under common stocks. The Fidelity guy had me on hold for ten minutes. He was checking with several others and finally his supervisor.

To: SeeksQuality who wrote (23659)	12/18/2025 11:48:50 AM
From: R.Daneel.Olivaw	1 Recommendation Recommended By SeeksQuality Read Replies (1) \| Respond to of 23749

Re: Fidelity Investments---Closed End Funds Which still begs the question... why listed under Common Stocks.

To: SeeksQuality who wrote (23659)	12/18/2025 1:31:37 PM
From: Max2.0	6 Recommendations Recommended By chowder dan1944 dannyc9 IncHunter Riojas54 and 1 more member Respond to of 23749

Yes, what you said. And .... In addition .... I think both Mutual Funds and ETFs are both technically classified as Open End funds. Whereas. Close End Funds are classified as ..... well ,,, "Closed End Funds" For me the place where Fidelity locates CEFs on my statement does NOT impact my life to any great extent. In fact, I almost never look at my Fidelity statements. Since all the relevant info that I need is readily available providing greater utility with the online platform, there is no need to look at my statement. The only exception is when I get the 1099 from Fidelity after year end. That is the only statement that I typically review. Thanks to Gary for the heads up. Now if I ever look at a Fidelity Statement, I now know where to look for my CEFs. In my opinion life is too short to sweat the small stuff. I find that "Rolling with the Punches" helps me to get the most out of what time I have left.