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Can somebody please direct me to that thread? Also, what are the 13 funds that sought the waiver if that list is not mentioned in the MFO discussion / thread.
Search MFO for "nondiversified". There are several threads on this topic, especially involving LC-growth. But I didn't find any thread that listed 13 such funds.
Sometimes, not always, one can get around Bloomberg's paywall by reading Google's cached copy. Bloomberg says that the funds' combined AUM was about $140B as of Nov 30th. So if you're desperate for that 13th fund, check on the other 12's AUM around the end of Nov, subtract from $140B, and then search for a Fidelity fund with that much in assets as of late Nov.
I'm not that desperate
Bloomberg also says that the filings were made the week of Dec 1.
FIDELITY ADVISOR ® EQUITY GROWTH FUND FIDELITY ADVISOR ® SERIES EQUITY GROWTH FUND FIDELITY ADVISOR ® SERIES GROWTH OPPORTUNITIES FUND FIDELITY ® BLUE CHIP GROWTH FUND FIDELITY ® BLUE CHIP GROWTH K6 FUND FIDELITY ® GROWTH COMPANY FUND FIDELITY ® GROWTH COMPANY K6 FUND FIDELITY ® GROWTH DISCOVERY FUND FIDELITY ® LARGE CAP GROWTH ENHANCED INDEX FUND FIDELITY ® SERIES BLUE CHIP GROWTH FUND FIDELITY ® SERIES GROWTH COMPANY FUND FIDELITY ® TREND FUND
Comments
https://www.sec.gov/Archives/edgar/data/35348/000120677423000176/fgf4137113-def14a.htm
Sometimes, not always, one can get around Bloomberg's paywall by reading Google's cached copy. Bloomberg says that the funds' combined AUM was about $140B as of Nov 30th. So if you're desperate for that 13th fund, check on the other 12's AUM around the end of Nov, subtract from $140B, and then search for a Fidelity fund with that much in assets as of late Nov.
I'm not that desperate
Bloomberg also says that the filings were made the week of Dec 1.
The twelve funds included in the SEC filing are -
FIDELITY ADVISOR ® EQUITY GROWTH FUND
FIDELITY ADVISOR ® SERIES EQUITY GROWTH FUND
FIDELITY ADVISOR ® SERIES GROWTH OPPORTUNITIES FUND
FIDELITY ® BLUE CHIP GROWTH FUND
FIDELITY ® BLUE CHIP GROWTH K6 FUND
FIDELITY ® GROWTH COMPANY FUND
FIDELITY ® GROWTH COMPANY K6 FUND
FIDELITY ® GROWTH DISCOVERY FUND
FIDELITY ® LARGE CAP GROWTH ENHANCED INDEX FUND
FIDELITY ® SERIES BLUE CHIP GROWTH FUND
FIDELITY ® SERIES GROWTH COMPANY FUND
FIDELITY ® TREND FUND