0.01EXPENSE RATIO $407.60 BTOTAL ASSETS Fidelity Advisor® Balanced Fund FABLX | Mutual Fund The investment seeks both income and growth of capital. The fund invests approximately 60% of assets in stocks and other equity securities and the re...Read More ...
Fidelity® NASDAQ Composite Index® Fund has an expense ratio of 0.31 percent. Net Expense Ratio 0.31 Category Average: 1.01%* Management 0.24 Category Average: 0.61%* SEE MORE FNCMX FEES Updated 10/31/23 Risk Risk is Above Average compared to funds in the same category according to ...
Investors could build a balanced — and virtually free — retirement portfolio with these zero-expense-ratio funds alone. Still, even the Fidelity index funds that charge an expense ratio undercut much of the competition on price. Fidelity offers more than 3,300 mutual funds ...
Expense Ratio 1.47% Yield (TTM) 2.27%FCAFX Fund Profile Fidelity Aberdeen Street Trust - Fidelity Advisor Freedom Income Fund is an open-ended balanced fund of funds launched and managed by FMR Co., Inc. It invests in funds which invest in the public equity and fixed income markets of the...
Expense Ratio0.79% SALES FEES Front LoadN/A Deferred LoadN/A TRADING FEES Turnover30.00% Redemption FeeN/A Min Investment Standard (Taxable) $0 IRA N/A Fund Classification Fund Type Open End Mutual Fund Name As of 12/05/2024 Price
Balanced Long-Term Asset Allocation Balances Bank Account Number Bank Business Day Bank Name Bank Qualified Bank Routing Number Bank State Bank Wire Indicator Barclays Capital Aggregate Bond Index Barclays Capital U.S. Agency Bond Index Barclays Capital U.S. Aggregate Bond Index Barclays Capital U....
OPERATING FEES Expense Ratio 0.39% SALES FEES Front Load N/A Deferred Load N/A TRADING FEES Turnover 27.00% Redemption Fee N/A Min Investment Standard (Taxable) $0 IRA N/A Fund Classification Fund Type Open End Mutual Fund Name As of 12/20/2024 Price Aum/Mkt Cap YIELD Exp Ratio...
Investors looking to build up their intermediate bond exposure may wish to consider the(EVIMB+). The fund offers a low-cost access to an active intermediate muni portfolio, with a net expense ratio of only 0.10%. Intermediate-duration bonds can offer distinct advantages over shorter- and longer...
Because the expense ratio is typically higher on actively managed ETFs—and expenses decrease fund returns—make sure you're getting the right level of return for the additional risk you are taking. Tax efficiency: Some ETFs may be more tax efficient than similar mutual funds. Why? As we ...
The Fidelity Capital & Income Fund (FAGIX) is another 5-star balanced fund that is tilted much more heavily toward bonds, with roughly 75% of the portfolio weighted to a bond allocation. The fund provides a good mix of growth and income. The market risk is higher than that of a pure ...