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5 Fidelity Index Funds You Need to Own Today!



MY EXACT Dividend Inventory Portfolio — See it in M1 Finance! ||

Fidelity has clear positioned itself as THE low-cost index fund supplier over Vanguard. As I’ve famous in previuos movies linked beneath, Vanguard has nice index funds choices as effectively. Additionally, when evaluating Fidelity ZERO index funds vs. Vanguard funds, it’s clear that Fidelity is the low-cost index fund supplier. Listed here are (5) Fidelity Index Funds you’ll be able to and may personal in your portfolio TODAY:

Hyperlinks to YouTube movies talked about within the video:

Fidelity ZERO vs. Vanguard Index Funds | Who Wins the Low Price Index Fund Battle?!

5 Vanguard Index Funds You NEED to Own Today

Fidelity® Complete Market Index Fund (FSKAX)
– 0.015% expense ratio
– Seeks to offer funding outcomes that correspond to the overall return of a broad vary of United States shares.
– Usually investing no less than 80% of property in widespread shares included within the Dow Jones U.S. Complete Inventory Market
Index, which represents the efficiency of a broad vary of U.S. shares.
– 3473 holdings as of 9/30/2021

Fidelity® Mid Cap Index Fund (FSMDX)
– 0.025% expense ratio
– Usually investing no less than 80% of property in securities included within the Russell Midcap Index.
Lending securities to earn earnings for the fund.
– The fund seeks to offer funding outcomes that correspond to the overall return of shares of
mid-capitalization United States firms.

Fidelity® Small Cap Index Fund (FSSNX)
– 0.025% expense ratio
– The fund seeks to offer funding outcomes that correspond to the overall return of shares
of small-capitalization United States firms.
– Usually investing no less than 80% of property in securities included within the Russell 2000 Index.
Lending securities to earn earnings for the fund.

Fidelity Freedom Index 2040 – 2060 | (FFFFX) | (FFFGX) | (FFFHX) | (FDEEX) | (FDKVX)
– Exp Ratio 0.12%
– Primarily based in your retirement age
– Reallocates portfolio as time goes on

Fidelity Actual Property Index Fund (FSRNX)
– Exp Ratio 0.74%
– Diversification
– Seeks above-average earnings and long-term capital progress, according to cheap funding danger.
The fund seeks to offer a yield that exceeds the composite yield of the S&P 500 Index.
– Usually investing no less than 80% of property in securities of firms principally engaged in the actual
property trade and different actual property associated investments. Usually investing primarily in widespread shares.

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27 Comments

  1. Great video! Extremely helpful! Could you give me an explanation of asset allocation for these? I have these funds in my Roth IRA and I’m 27 years old

  2. Lowest fees literally zero and no minimums to invest vs vanguard which sometimes require $3k minimums is the reasons why I choose to open my Roth IRA with Fidelity

  3. Please. I'm studying FCNTX. or Brazilian. I have some doubts: 1. Can foreigners invest in this fund? 2. Does it have minimum input heat? 3. for your video and better to buy stocks than FCTNX? 4. which growth ETF do you find interesting?

  4. Hi Joe, I love your content especially as a young beginner in the investing world. I've been trying to do some research on target date funds such as the fidelity freedom funds you mentioned in order to build my starter portfolio. Do you agree with the common opinion that they're better for people who don't intend on having a more robust portfolio? Or would you say they can be a great addition to one's already asset allocated portfolio?

    I just turned 20 and know that I'm supposed to aggressively invest rather than look at bonds, but I can't deny the enticing security offered by target date funds…

  5. I know this video is slightly over a year old, but the expense fees for the Freedom Funds are significantly more now than what you represent. .12%? Try .75% for 2045. I have the 2025 fund charging .67%.

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