Kip 25

Fidelity New Millennium

Manager John Roth describes himself as “opportunistic,” but his penchant for cheap prices makes him a bit of a contrarian.

Symbol: FMILXExpense Ratio: 0.54%

Fidelity New Millennium invests in out-of-favor, growing firms of all sizes that benefit from trends in technology and demographics.

Manager John Roth describes himself as “opportunistic,” but his penchant for cheap prices makes him a bit of a contrarian. He bought energy stocks in late 2014 and 2015 as oil prices fell, and he sold tech stocks in 2017 as share prices soared.

See Kiplinger 25 at a Glance for the complete list of our favorite no-load mutual funds.

Visit Kiplinger's Model Portfolios for three examples of how you can put Kiplinger 25 funds to work.

And for the full collection of our Kiplinger 25 content, see KIPLINGER 25: A Guide to Our Favorite No-Load Funds.

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