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Fidelity has clear positioned itself as THE low-cost index fund provider over Vanguard. As I’ve noted in previuos videos linked below, Vanguard has great index funds options as well. Also, when comparing Fidelity ZERO index funds vs. Vanguard funds, it is clear that Fidelity is the low-cost index fund provider. Here are (5) Fidelity Index Funds you can and should own in your portfolio TODAY:
Links to YouTube videos mentioned in the video:
Fidelity ZERO vs. Vanguard Index Funds | Who Wins the Low Cost Index Fund Battle?!
5 Vanguard Index Funds You NEED to Own Today
Fidelity® Total Market Index Fund (FSKAX)
– 0.015% expense ratio
– Seeks to provide investment results that correspond to the total return of a broad range of United States stocks.
– Normally investing at least 80% of assets in common stocks included in the Dow Jones U.S. Total Stock Market
Index, which represents the performance of a broad range of U.S. stocks.
– 3473 holdings as of 9/30/2019
Fidelity® Mid Cap Index Fund (FSMDX)
– 0.025% expense ratio
– Normally investing at least 80% of assets in securities included in the Russell Midcap Index.
Lending securities to earn income for the fund.
– The fund seeks to provide investment results that correspond to the total return of stocks of
mid-capitalization United States companies.
Fidelity® Small Cap Index Fund (FSSNX)
– 0.025% expense ratio
– The fund seeks to provide investment results that correspond to the total return of stocks
of small-capitalization United States companies.
– Normally investing at least 80% of assets in securities included in the Russell 2000 Index.
Lending securities to earn income for the fund.
Fidelity Freedom Index 2040 – 2060 | (FFFFX) | (FFFGX) | (FFFHX) | (FDEEX) | (FDKVX)
– Exp Ratio 0.12%
– Based on your retirement age
– Reallocates portfolio as time goes on
Fidelity Real Estate Index Fund (FSRNX)
– Exp Ratio 0.74%
– Diversification
– Seeks above-average income and long-term capital growth, consistent with reasonable investment risk.
The fund seeks to provide a yield that exceeds the composite yield of the S&P 500 Index.
– Normally investing at least 80% of assets in securities of companies principally engaged in the real
estate industry and other real estate related investments. Normally investing primarily in common stocks….(read more)
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5 Fidelity Index Funds You Need to Own Today!
Index funds have gained popularity in recent years due to their low fees and easy diversification. Fidelity is a well-respected provider of index funds, offering a wide range of options for investors to choose from. If you’re looking to add index funds to your portfolio, here are 5 Fidelity index funds that you need to own today.
1. Fidelity 500 Index Fund (FXAIX)
The Fidelity 500 Index Fund seeks to provide investment results that correspond to the total return performance of common stocks publicly traded in the United States. This fund tracks the S&P 500 index, which includes some of the largest and most established companies in the US. With a low expense ratio and broad diversification, this fund is a core holding for many investors.
2. Fidelity Total Market Index Fund (FSKAX)
The Fidelity Total Market Index Fund provides exposure to the entire US stock market, including large, mid, and small-cap stocks. This fund aims to replicate the performance of the Dow Jones U.S. Total Stock Market Index, making it a one-stop option for investors looking for broad market exposure. With a rock-bottom expense ratio and over 3,000 holdings, this fund is a great choice for those seeking comprehensive US stock market exposure.
3. Fidelity International Index Fund (FSPSX)
For investors looking to diversify their portfolio internationally, the Fidelity International Index Fund is an excellent option. This fund tracks the performance of the MSCI EAFE index, which includes large and mid-cap stocks from developed market countries outside of the US and Canada. With exposure to companies in Europe, Australasia, and the Far East, this fund provides international diversification at a low cost.
4. Fidelity US Bond Index Fund (FXNAX)
Fixed-income investors can benefit from the Fidelity US Bond Index Fund, which seeks to track the Bloomberg Barclays U.S. Aggregate Bond Index. This index includes a wide array of investment-grade, US dollar-denominated bonds, providing diversified exposure to the US bond market. With a low expense ratio and a focus on high-quality bonds, this fund is an attractive option for those looking for fixed-income exposure.
5. Fidelity Real Estate Index Fund (FSRNX)
Real estate can be a valuable addition to a diversified portfolio, and the Fidelity Real Estate Index Fund offers exposure to the sector. This fund tracks the performance of the MSCI US IMI Real Estate Index, providing exposure to US real estate companies. With a low expense ratio and a focus on real estate investment trusts (REITs), this fund can be a valuable addition for investors looking to add real estate to their portfolio.
In conclusion, Fidelity offers a range of index funds that can provide diversified exposure to various segments of the market. Whether you’re looking for US stock market exposure, international diversification, fixed-income investments, or real estate exposure, Fidelity has a fund for you. Consider adding these 5 Fidelity index funds to your portfolio today for low-cost, diversified investment options.
Question for you:
Which Fidelity funds do you prefer from this video? Did this video change your thought on which funds to use in the future? Let me know!
About what percentage of each fund would you recommend in the portfolio to a novice investor?
I wish webull allowed Fidelity funds
Unfortunately I can’t get fidelity so it would be good to have a alternative to it
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
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
Please update this video
Does this hold up?
Maybe include comparisons
Had you bought it last year when video put out to where you would stand now
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?
"Unlike some companies…"
lol
Thank you for this awesome video. Really helps me who is new to personal investments
How about having a bond index and an international index in your portfolio?
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…
Pls update this 2021
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%.
Please do something/s on ETFs.
Decaf please
Calm down.
Great video!! , actually the ffffx expense ratio is .75 maybe just increase
What percentage of our portfolio should we put in each fund? I am thinking of switching my Roth IRA to Fidelity.
Does (FSKAX) pay a dividend?
Hey Joe can you update this as this was 8 months ago
Great Job. I do own the first 3. Love the low fees. Unfortunately they charge us 1.0 for the target funds. I wish it was 0.12.
do you reinvest your index funds on vanguard?
one question if you already invest in FSKAX / FZROX which cover total market why do you need Mid Cap / Small Cap indexes ?
Hey Joe, how would you allocate this portfolio for a 50 year old just starting a Roth IRA?
Hi Joe. What is the difference between investing in the FSKAX and the SPY (which is an ETF)? They are both tracking the S&P 500. Does it make any sense to own both?
What do you recommend the allocation should be regarding these funds? Thanks
Hi, could u pls let me know the returns were xirr, absolute or cagr?
Things has actually changed since the day i started trading with @Charles_forex09 on instagram with my investment capital of $6000 i was getting over $24000 in a weekly trade. It was something i never expected,Thanks genius,..
How do you interpret the Expense Ratio, past 1-yr/3-yr/5-yr/10-yr/life returns, and Dividends numbers for index funds on the Fidelity website?
Do the past returns include the growth assuming you reinvest all the dividends? Is the expense fee determined by the expense ratio times ALL that's invested or only deducted from the dividends/NAV increases?
Thanks in advance to anyone who can answer these questions!
What about the Fidelity 500 Index Fund?
how many index/mutual funds should I have in my portfolio (generally speaking)
How much do you need to invest into these stocks?
Thanks for the great video. It is great helf for the beginners!
i love how you explained in detail. you should make a video on what to look at when purchasing index funds.
What is the expense ratio of FGCkx thank you
Right now I'm looking to invest on my ROTH IRA
I'm going to put some on these 3:
FSKAX
FXAIX
FSRNX
Does this look good? Thank you!