Kiplinger named five Fidelity funds as safer options for volatile markets, favoring defensive sectors, low fees and products that can be used as satellite holdings rather than long-term portfolio cores.
The list spans low-volatility stocks, consumer staples, telecoms and utilities, real-estate income and ultrashort bonds—aimed at cushioning drawdowns while still providing income and some market exposure.
FDLO stood out for a 0.7 beta, implying about 30% less volatility than the broader market, while FLDR offered a 4.1% yield with a 0.85 duration to limit interest-rate risk.
Income was another key screen: FSTA yielded 2.2%, FIUIX 2.1%, and FRIFX 5.0% through a debt-heavy real-estate mix that includes bonds, preferreds and mortgage-backed securities.
Fidelity’s low costs and accessibility reinforced the picks, with many mutual funds carrying no purchase minimum and ETFs available for the price of a single share.