What is Fidelity's best performing fund?
The largest Fidelity ETF is the Fidelity MSCI Information Technology Index ETF FTEC with $9.33B in assets. In the last trailing year, the best-performing Fidelity ETF was FDIG at 90.40%. The most recent ETF launched in the Fidelity space was the Fidelity Low Duration Bond ETF FLDB on 02/26/24.
The largest Fidelity ETF is the Fidelity MSCI Information Technology Index ETF FTEC with $9.33B in assets. In the last trailing year, the best-performing Fidelity ETF was FDIG at 90.40%. The most recent ETF launched in the Fidelity space was the Fidelity Low Duration Bond ETF FLDB on 02/26/24.
Our recommendation for the best overall S&P 500 index fund is the Fidelity 500 Index Fund (FXAIX). With a 0.015% expense ratio, this fund is the cheapest one on our list.
The fund has returned 10.14 percent over the past year, 10.35 percent over the past three years, 11.00 percent over the past five years and 11.17 percent over the past decade.
Does Fidelity Have a High-Yield Savings Account? Fidelity doesn't offer its customers traditional deposit accounts like savings accounts—high-yield or otherwise.
While Fidelity wins out overall, Vanguard is the best option for retirement savers. Its platform offers tools and education focused specifically on retirement planning.
The fund's risk compared to that of other funds in the category is considered above average by Morningstar for the trailing three-, five- and 10-year periods. The level of return is high for the trailing three- and five-year periods and above average for the trailing 10 years compared to its peers.
FXAIX - Fidelity ® 500 Index Fund.
If you want to actively trade within your accounts, Fidelity might be the better option. However, if you want to focus more on index investing, or you want to use a robo-advisor, Vanguard has a slight edge.
As the innovator of index funds, Vanguard offers an impressive range of index funds today with low expense ratios. Fidelity has a comparable selection of funds, but its fees generally aren't as competitive as Vanguard's. That said, Fidelity does offer some zero-cost funds for its customers.
What is the 5 year return of the Fidelity 500 Index Fund?
The fund has returned 10.14 percent over the past year, 10.35 percent over the past three years, 11.00 percent over the past five years and 11.17 percent over the past decade.
Fidelity 500 Index Fund (FXAIX)
FXAIX is not only one of Fidelity's cheapest funds, with a 0.015% expense ratio, but it is also one of its most long-standing. With an inception date of Feb. 17, 1988, this fund has an extensive track record of delivering good results for long-term, buy-and-hold investors.
Fidelity is not a bank and brokerage accounts are not FDIC-insured, but uninvested cash balances are eligible for FDIC insurance. Balances above $5 million may be placed in a non-FDIC insured money market fund, which earns a different rate.
Although each financial situation is unique, it doesn't typically make sense for you to keep all of your money in a high-yield savings account. After all, most high-yield savings accounts limit withdrawals to only six per month, so a checking account is typically a better place to store your spending cash.
The answer depends on you and your investment goals. There's no reason you can't have accounts with both Fidelity and Vanguard (among others). You'll have two (or more) sets of statements to review, multiple phone numbers to remember, several websites to navigate and hundreds of funds to understand and monitor.
Fidelity and Vanguard both do a good job keeping costs fairly low, but Fidelity has a slight edge overall. Both brokers charge zero commission for stock and ETF trades, but Fidelity charges $0.65 per contract on options trades, while Vanguard charges $1 per contract for customers with less than $1 million in assets.
At age 60–69, consider a moderate portfolio (60% stock, 35% bonds, 5% cash/cash investments); 70–79, moderately conservative (40% stock, 50% bonds, 10% cash/cash investments); 80 and above, conservative (20% stock, 50% bonds, 30% cash/cash investments).
No. 1 on the list is the ProFunds Semiconductor UltraSector Fund, which yielded 29.21% over the past decade. In second place is the Direxion Monthly NASDAQ-100 Bull 1.75X Fund, with 28.16%. And the bronze medal goes to the Rydex NASDAQ-100 2x Strategy Fund, which yielded 26.58%.
All Fidelity brokerage accounts are covered by SIPC. This includes money market funds held in a brokerage account since they are considered securities. Learn more about SIPC coverage at www.sipc.orgOpens in a new window.
Fidelity Stable Value Portfolio
Seeks preservation of capital, with a secondary objective of providing a level of income over time that is consistent with the preservation of capital. Only qualified, participant-directed, defined contribution plans may invest in these pools.
Should I invest in Fidelity 500 Index Fund?
Our recommendation for the best overall S&P 500 index fund is the Fidelity 500 Index Fund (FXAIX). With a 0.015% expense ratio, this fund is the cheapest one on our list. In addition, the fund does not have a minimum initial investment requirement, sales loads or trading fees.
Last dividend for Fidelity 500 Index (FXAIX) as of March 2, 2024 is 0.70 USD. The forward dividend yield for FXAIX as of March 2, 2024 is 1.58%. Average dividend growth rate for stock Fidelity 500 Index (FXAIX) for past three years is 5.05%.
One way to reinvest dividends in Fidelity is by signing up for a Dividend Reinvestment Program (DRIP), which automatically reinvests your dividend payments back into the same investment, helping you grow your portfolio over time.
While both platforms have superb trading resources, Schwab has the edge. "Schwab has a customizable trading platform called Thinkorswim for those active traders who want robust tools and customization of complex strategies and techniques," explains Misty Garza, vice president and financial advisor at Bogart Wealth.
Both Fidelity Investments and Prudential are reliable options when it comes to retirement planning. Still, Fidelity Investments is a preferred choice due to its trading commissions, account fees, and wide selection of funds.
