Fidelity Facts
 
Fidelity Investments Corporate Fact Sheet
December 31, 2008 October 31, 2009
Mutual fund assets under management $1,103.4 billion* $1,290.7 billion*
Trust/ other assets under management $143.4 billion** $160.7 billion**
Total managed assets $1,246.8 billion** $1,358.3 billion**
Total number of mutual funds 462* 492*
Fidelity is the largest mutual fund company in the United States and is one of the world's largest providers of financial services for 20 million individuals and institutions.1
Customer assets at Fidelity total nearly $3.1 trillion as of October 31, 2009, including managed assets of over $1.4 trillion and an additional $1.6 trillion for which Fidelity performs recordkeeping and other administrative services.
Fidelity is the nation's No. 1 provider of 401(k) retirement savings plans and a leading provider of 403(b) retirement plans for not-for-profit institutions.2 Fidelity provides defined contribution, defined benefit, health and welfare and stock plan services to over 16,000 employers.
Investment management services are provided through investment professionals at financial institutions nationwide, including wirehouses, regional and independent broker/dealers, banks, trust companies and insurance companies. The company offers a comprehensive line of investment management products and services such as the Fidelity Advisor family of mutual funds.
Independent Advisors are provided one-stop access to a flexible, open technology environment, specialized wealth management investments and services, extensive practice management resources, and fully-integrated brokerage and custody services.
Fidelity offers broker/dealers clearing and execution products and integrated productivity tools to help them enhance firm profitability, drive business growth and forge deeper customer relationships. Fidelity also offers a leading online brokerage platform, compliance support, middle-office outsourcing, consolidated recordkeeping tools, fee-based solutions, and retirement and high-net-worth products, all supported by a unique relationship management tool.
The firm serves retail customers by phone and through its 132 Investor Centers around the country. During the second quarter of 2009, Fidelity handled an average of more than 155,000 phone calls per business day from retail and institutional clients. Fidelity's Web sites handled an average of 2.7 million visits a day in the third quarter of 2009.td>
Headquartered in Boston, Fidelity employs nearly 38,000 people with eleven regional centers across the United States and Canada: Albuquerque, NM; Cincinnati, OH/Covington, KY; Dallas, TX; Marlborough, MA; North Carolina; Merrimack, NH; New York/New Jersey; Salt Lake City, UT; Smithfield, RI; Jacksonville, FL and Toronto, Canada.
*Includes Fidelity Investments Canada Limited.
**Adjusted to reflect the inclusion of Stable Value product assets, partnerships, and state cash pools.
1 Based on mutual fund assets reported by the Investment Company Institute.
2 Based on 401(k) and 403 (b) managed assets as of December 31, 2006 reported by Pensions & Investments.
For more complete information on any Fidelity fund and Fidelity Advisor Funds, including charges or expenses, call or write for a free prospectus or please call your investment professional for a free Fidelity Advisor prospectus. Please read carefully before you invest or send money.
Fidelity Distributors Corporation. 82 Devonshire Street, Boston, MA 02109
Fidelity Investments Institutional Services Company, Inc.
Fidelity Brokerage Services, Member NYSE, SIPC, 300 Puritan Way, Marlborough, MA 01752
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