Understand Fidelity's mutual funds and ETFs through comprehensive analysis, performance comparisons, and educational content designed for informed investing.
Learn the differences between various Fidelity fund categories and their investment strategies
Low-risk funds that invest in short-term debt securities
Passive funds that track market indices with low fees
Exchange-traded funds offering flexibility and low costs
Actively managed funds with professional oversight
Explore detailed information about top-performing Fidelity mutual funds and ETFs
Seeks to track the performance of the S&P 500 Index by investing in the same stocks in the same proportions.
Seeks to track the performance of the Fidelity U.S. Total Investable Market Index with zero fees.
Seeks to track the MSCI USA IMI Information Technology Index.
Seeks to track the performance of the FTSE Global All Cap ex US Index.
Seeks current income while preserving capital and liquidity by investing in high-quality, short-term money market instruments.
Seeks to track the performance of the Dow Jones U.S. Total Stock Market Index.
Seeks to track the performance of the Fidelity U.S. Large Cap Index with zero fees.
Seeks to track the MSCI USA IMI Financials Index.
Compare year-to-date returns across different fund categories
Essential terms every investor should know
The annual fee charged by a fund, expressed as a percentage of your investment. Lower is better for long-term returns.
Exchange-Traded Fund - trades like a stock on exchanges, typically with lower fees than mutual funds.
A fund that tracks a market index (like S&P 500) by holding the same stocks in the same proportions.
Year-to-Date return shows the fund's performance from January 1st to the current date.
Market Capitalization - the total value of a company's shares. Determines if it's large, mid, or small cap.
Spreading investments across different assets to reduce risk. Don't put all eggs in one basket.
Fidelity's zero expense ratio funds that charge no management fees, making them extremely cost-effective.
Funds that focus on specific industry sectors like technology, healthcare, or energy for targeted exposure.
Very low-risk funds investing in short-term debt, offering stability and liquidity for cash management.
Essential strategies for building a successful portfolio with Fidelity funds
Begin with Fidelity's zero-fee funds like FZROX or FNILX for broad market exposure without management costs.
Add international exposure with FTIHX or FZILX to reduce dependence on U.S. market performance.
Mix growth funds (FTEC) with stable options (SPAXX) based on your risk tolerance and time horizon.
Lower fees mean more money stays invested. Fidelity's zero-fee and low-cost index funds are excellent choices.
Consistent long-term investing typically outperforms trying to time the market. Start early and stay invested.
Periodically adjust your portfolio to maintain your desired asset allocation and risk level.