Morningstar has awarded this fund 3 stars based on its risk-adjusted performance compared to the 1089 funds within its Morningstar Category. How is it determined? The Overall Morningstar RatingTMfor a fund is d
Therefore, the Morningstar Return is most helpful when used in conjunction with the Morningstar Risk Score. For example, an investor could use these two scores when comparing between funds that have the same Morningstar Star Rating and similar Morningstar Risk Adjusted Returns but different levels...
Zero account minimums and zero account fees apply to retail brokerage accounts only. Expenses charged by investments (e.g., funds, managed accounts, and certain HSAs) and commissions, interest charges, or other expenses for transactions may still apply. See Fidelity.com/commissions for further ...
Target Date Funds are an asset mix of stocks, bonds and other investments that automatically becomes more conservative as the fund approaches its target retirement date and beyond. Principal invested is not guaranteed. Keep in mind that investing involves risk. The value of your investment will flu...
The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.Read More Rankings U.S. News evaluated 75 China Region Funds. Our list highlights the top-rated funds for long-term ...
Best Charles Schwab Mutual Funds Here's a look at which Charles Schwab mutual funds possess a coveted four- or five-star Morningstar rating. Tony DongJan. 30, 2025 Investors favoring capital preservation and growth over income may find these growth funds appealing. Tony DongJan. 29, 2025 7 ...
0.10%–0.20% (Fidelity Index Funds) 0.40%–0.62% (Fidelity Blend) 0.05%–0.50% (Bank Deposit Portfolio) For fee details, please view the CHET Fact Kit (PDF). Plan performance View information on the funds' short-term performance since inception date of February 2, 2021 (when the fund...
Past performance is no guarantee of future results. One cannot invest directly in an index. Funds that emphasize investments in small/mid-cap companies will generally experience greater price volatility. Diversification does not eliminate the risk of investment losses. ETFs are considered to have conti...
Expense-ratio-free index funds. Highly rated mobile app. High interest rate on uninvested cash. Cons Relatively high broker-assisted trade fee. Compare to Similar Brokers Charles Schwab NerdWallet rating 4.8/5 Fees $0per online equity trade Account minimum $0 Promotion Non...
Active Money is the sum of the fund's overweight positions (including effective cash) when compared to the market index. A position combines all equity investments (including derivatives) linked to an issuing company. Derivatives are included on an exposure basis so they reflect the ...