1. The Fidelity 500 Index Fund (FXAIX) The Fidelity 500 Index Fund (FXAIX) is an investor-class fund marketed by Fidelity with a net expense ratio of just 0.015%.The fund tracks the holdings and return of the S&P 500 Index. The fund invests at least 80% of its total assets in the...
The Fidelity Contrafund (FCNTX) is one of the largest actively managed funds in the marketplace, with an expense ratio of 0.39% ($39 per $10,000 invested). This fund is much more highly weighted toward communication services than its benchmark, the S&P 500.6 In general,exchange-traded fun...
What’s a typical expense ratio? To figure out if you’re paying too much, it helps to know how much you should be paying. These fees vary widely, even among the same type of fund. For example, a Standard & Poor’s 500 fund offered by one broker could charge significantly more than...
An expense ratio measures how much you’ll pay over the course of a year to own a fund, and a high expense ratio can significantly impact your returns.
The gross expense ratio is the percentage of an investment that goes toward fees before discounts have been applied.