澳洲幸运5官方开奖结果体彩网

7 Low-Fee Fidelity Mutual Funds

Fidelity Investments is one of the biggest and best-known asset management companies in the world.

Launched in 1946, the company holds $5.9 trillion in 澳洲幸运5官方开奖结果体彩网:assets under management (AUM) and $15.0 trillion in assets under administration on their platform as of March 31, 2025, and offers mutual funds and 澳洲幸运5官方开奖结果体彩网:exchange-traded funds (ETFs); it provides investment advice and manages qualified retirement plans.

Key Takeaways

  • Fidelity Investments is one of the world's largest and best-known financial companies, with about $5.9 trillion in assets under management as of March 31, 2025.
  • Known primarily for its online brokerage service, the company also offers a range of low-cost index funds and actively managed funds with competitive fees.
  • Here, we take a brief look at just seven from among Fidelity's impressive family of funds.

Fidelity Fund Family

Among its large portfolio of mutual funds, Fidelity offers a wide variety of ultra-low-cost products. 澳洲幸运5官方开奖结果体彩网:Low expense ratios and fees are particularly advantageous because fees eat directly into returns. While the potential return an individual sees on many investments is unknown, and expenses are the one-piece investors can control. Lower expenses m𝐆ean more money in their portfolios, and ultimately their pockets.

澳洲幸运5官方开奖结果体彩网:Index mutual funds are typically the lowest-cost products available. Index funds 澳洲幸运5官方开奖结果体彩网:passively replicate a chosen 澳洲幸运5官方开奖结果体彩网:benchmark and do not require the additional costs of fund management and research teams. With many 澳洲幸运5官方开奖结果体彩网:actively managed funds having difficulty matching their benchmark, index funds make for ideal core holding🀅s within most portfolios. Many Fidelity index mutual funds, such as the ones listed below, offer a combination of solid historical performance and low fees.

1. Fidelity 500 Index Fund (FXAIX)

The 澳洲幸运5官方开奖结果体彩网:Fidelity 500 Index Fund (FXAIX) is not only one of the largest mutual funds to track the 澳洲幸运5官方开奖结果体彩网🉐:Standard & Poor's (S&P) 500 Index with over $593.97 billion AUM as of April 30, 2025, it is also one of the cheapest. With a net expense ratio of just 0.015%, this fund ranks as one of the lowest-cost investments in the entire mutual fund universe. This 澳洲幸运5官方开奖结果体彩网:expense ratio means that for every $1,000 invested in the fund, Fidelity charges just 15 cents per year in fees. This no-load fund earns five out of five stars from Morningstar.

2. Fidelity NASDAQ Composite Index Fund (FNCMX)

Sometimes, the concept of low cost is relative. While the Fidelity NASDAQ Composite Index Fund's (FNCMX) 0.29% net expense ratio is still among the cheapest funds tracking the 澳洲幸运5官方开奖结果体彩网:NASDAQ Composite Index. This fund has over $16.85 billion in it as April 30, 2025.

3. Fidelity ZERO Int🍒ernational Index Fund (FZILX)

International mutual funds tend to have higher expense ratios due to the added cost of factors such as global research and 澳洲幸运5官方开奖结果体彩网:currency risk. Fidelity has offered international funds with low expense ratios for a long time. However, more recently Fidelity has gone even further and launched a 澳洲幸运5官方开奖结果体彩网:zero-fee model with its ZERO International Index Fund (FZILX). This nearly $5.25 billion (as of April 30, 2025) fund tends to stick with larger global names to limit risk and has literally no expense ratio and no load.

4. Fidelity Mid Cap Stock Fund (FMCSX)

Fidelity offers a particularly robust lineup of 澳洲幸运5官方开奖结果体彩网:mid-cap fund choices. The Fidelity Mid-Cap Stock Fund (FMCSX) is one of those. With an expense ratio of 0.79%, it ranks as one of Fidelity's more expensive mutual funds, but is also among the best ways to get exposure to medium-size stocks around with professional active management that at times has outperformed the fund's benchmark index. However, investors should know this is not guaranteed, and it has underperformed in some years.

5. Fidelity Estate Investment Portfolio (FRESX)

澳洲幸运5官方开奖结果体彩网:Real estate can be a notoriously risky place for investors to put their dollars to work, but the 澳洲幸运5官方开奖结果体彩网:diversification benefits that come from adding this 澳洲幸运5官方开奖结果体彩网:asset class to diversify a portfolio are notable. The Fidelity Real Estate Investment Portfolio (FRESX) actively invests at least 80% of assets in securities of domestic and foreign companies principally engaged in the real estate industry and other real estate-related investments. The fund has nearly $3.17 billion in assets, as of April 30, 2025, and an expense ratio of 0.65%.

6. Fide෴lity Inflation-Protected Bond Index Fund (FIPDX)

澳洲幸运5官方开奖结果体彩网:Treasury in𒁃flation-protected securiti𓃲es (TIPS) are a relatively new addition to the investing landscape, but they have gained much interest from those seeking protection from economic risk. The Fidelity Inflation-Protected Bond Index Fund (FIPDX) has just shy of $10 billion under management as of April 30, 2025. The fund is not one that generates huge returns. Instead, it's more of a safe haven asset, or defensive investment. This fund carries a four-star Morningstar rating and a 0.05% net expense ratio.

7. Fidelity ZERO Total Market Index Fund (♎FZROX)

The Fidelity ZERO Total Market Index Fund (FZROX) is similar to Fidelity's ZERO's 500 Index Funds, except this fund adds 澳洲幸运5官方开奖结果体彩网:small-cap and mid-cap exposure to the mix in order to capture the entire U.S. equity market. It makes an ideal core "all-in-one" portfolio, and has no minimum investment. The FZROX has over $24.58 billion under management as of April 30, 2025, and charges no loads with a 0% expense ratio. However, it only earns three stars from Morningstar.

How Many Mutual Funds Does Fidelity Offer?

Fidelity currently offers over 200 mutual funds covering a range of strategies and asset classes.

What Was the First Fidelity Mutual Fund?

Fidelity launched its first mutual fund in 1947, the Puritan Fund. It was an income-focused stock mutual fund.

How Much Do You Need to Invest in a Fidelity Mutual Fund?

Fidelity offers a range of no-load mutual funds that also come with no minimum investment amounts. Today, several of the Fidelity ZERO funds additionally feature 0% expense ratios.

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