This investing vehicle, sometimes called a “glide-path fund,” can be found in many 401(k) plans. (The term glide path refers to how the asset allocation shifts from more aggressive investments to relatively more conservative ones as the target date gets closer.) As with other investments,...
As the name implies, this fund, which has been around since 1999, holds four Fidelity index funds: 500 Index, Extended Market Index, International Index and US Bond Index. The fund keeps 85% of its assets in the stock funds and the rest in the bond fund. About one-third of the fund...
See Fidelity® Select Financials Port (FIDSX) mutual fund ratings from all the top fund analysts in one place. See Fidelity® Select Financials Port performance, holdings, fees, risk and other data from Morningstar, S&P, and others.
Screening for trade ideas: Fidelity’s stock, ETF, and mutual fund screeners are easy to use, rich in data, and set the benchmark for the industry. Thematic investing, ESG (environmental, social and governance) data, Morningstar ratings — the list of features is extensive. Research - Stoc...
Alternative ETFs in the FactSet Equity: U.S. Industrials Segment TypeSymbolExpense RatioAssetsAvg. Daily VolYTD Return Cheapest XLI 0.09% $22.3 B 8 M 26.61% Largest (AUM) XLI 0.09% $22.3 B 8 M 26.61% Most Liquid (Volume) XLI 0.09% $22.3 B 8 M 26.61% Top YTD Performer PRN 0....
Alternative ETFs in the ETF Database Technology Equities Category TypeSymbolExpense RatioAssetsAvg. Daily VolYTD Return CheapestXLK0.09%$72.7 B4 M21.41% Largest (AUM)VGT0.10%$84.1 B439,71429.30% Most Liquid (Volume)SMH0.35%$25.2 B6 M36.60% ...
It's a smart idea to thoroughly read a fund's objective and strategy, investigate what a fund invests in, and research the fund's expense ratio. Many brokerages have internal tools to help you research ETFs (like the Fidelity ETF Screener), and there are also third-party research firms,...
Fidelity Municipal Money Market Fund (FTEXX) Portfolio Analysis Fidelity has upped its game with a fully customized, self-directed Financial Planning Tool. This tool is similar to a basic financial plan one might receive from an investment advisor. After linking external accounts, you can view al...
We will also compare a lazy-four fund portfolio using only Vanguard funds in one example and only Fidelity funds in another– just for fun.How will they measure up? Let’s find out. Vanguard vs. Fidelity: Who Are They? Fidelity distinguishes itself from Vanguard by offering platforms tailored...
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 ...