Best 13 Fidelity Index Funds List 2020
If you are a regular investor, you may have heard of Fidelity index funds. Still, if you are new to investments, you need to understand the fidelity index funds as investment products with the lowest stock exchange community prices.
The fidelity index funds come with a low cost. They are considered low-priced funds as they duplicate a given benchmark and thus do not require any extra cost. The fidelity index funds easily match their benchmark, thus fitting extensively to your portfolio. These, among other benefits, give you the reasons you need to invest in Fidelity index funds.
10 Best Fidelity Index Funds to Buy
1) Fidelity 500 Index Fund
2) Fidelity ZERO International Index Fund
3) Fidelity Estate Investment Portfolio
4) Fidelity Inflation-Protected Bond Index Fund
5) Fidelity NASDAQ Composite Index Fund
6) Fidelity Mid Cap Stock Fund
7) Fidelity Blue Chip Growth Fund
8) Fidelity Total Market Index Fund
9) Fidelity Extended Market Index Fund
10) Fidelity Balanced Fund
Fidelity 500 Index Fund
This is the cheapest fidelity index fund you can consider buying. It is also known to be the largest mutual fund, thus worth keeping an eye on it. Fidelity 500 Index Fund only requires a 0.015% expense ratio, which ranks it as the cheapest fidelity index fund in the entire fidelity funds sector.
The cheapest fidelity index fund offers you the best. For instance, for every $1000 that you invest in this fund, you are charged 15 cents per annum.
Fidelity ZERO International Index Fund
The international mutual funds like Fidelity ZERO International Index Fund used to be more expensive in the past. This was because it had to spend extra costs in the currency risks and even global research.
With the fidelity funds' introduction, Fidelity ZERO International Index Fund reduced its fee to 0.2% and finally to zero cost. The Fidelity ZERO International Index Fund tends to work with more prominent fund names, which minimizes the expense ratio, thus not loading you.
Fidelity Estate Investment Portfolio
The Fidelity Estate Investment Portfolio is a fidelity investment fund that allows you to build trust in investing in real estate. Without, Fidelity Estate Investment Portfolio, many investors find it hard to trust real estate with their funds.
With the Fidelity Estate Investment Portfolio's introduction, the asset class is added to the real estate investments, which notably diversify its portfolio. This fidelity fund actively invests 80% of its assets in foreign and domestic companies involved in real estate matters.
Fidelity Inflation-Protected Bond Index Fund
Some risks may arise within the investment period as you are waiting for your dividends from the invested fund; one of such risks is inflation. The Fidelity Inflation-Protected Bond Index Fund is out to have you protected against any inflation during the investment period.
If you seek to protect your investments from any economic risk, then Fidelity Inflation-Protected Bond Index Fund is the best fidelity fund. You will only remit a 0.05% net expense ratio to Fidelity Inflation-Protected Bond Index Fund.
Fidelity NASDAQ Composite Index Fund
The Fidelity NASDAQ Composite Index Fund as a market capitalization is weighted in offer 2500 common equities that you may have invested in. this fidelity fund makes use of the concept of market capitalization weighting methodology.
Fidelity NASDAQ Composite Index Fund multiplies the total value of the shares you hold by the security's latest price to get the index value. These fidelity funds cover you up if only you have invested in the securities such as the common stock, ordinary shares, American Depositary Receipts, Limited Partnership Interests, Real Estate Investment Trusts, Shares of Beneficial Interest, and Tracking Stocks.
Fidelity Mid-Cap Stock Fund
This investment fund works as a pooled investment vehicle that invests the stocks in mid-cap companies or companies with a market capitalization range of between $2 billion to $10 billion.
The Fidelity Mid-Cap Stock Fund provides you as an investor with a diversified portfolio. This is encouraged by the fact that the mid-cap companies can grow more than the large-cap companies. Thus, the Fidelity Mid-Cap Stock Fund encourages you to invest in such companies.
Fidelity Mid-Cap Stock Fund comes with an expense ratio of 0.61%, making it the best route of getting you exposed to medium-size stock.
Fidelity Blue Chip Growth Fund
As an individual investor, it may be an uphill task for you to locate blue-chip firms to assure you a growth potential. The Fidelity Blue Chip Growth Fund targets such firms for you using its managers, which ease your investment exercise.
The management selects the average companies and those with promising growth potential. The funds in this sector are mainly invested in technology and even on the consumer discretionary.
Fidelity Blue Chip Growth Fund is reliable as it has a lot of weight in big firms like Apple, Google's parent company, Alphabet, and even Amazon. The better part of this fund is that it offers a net expense ratio of 0.8% with a net annual return of 15.66%.
Fidelity Total Market Index Fund
As an investor, you need a broad stock market exposure that can make it easy for you to choose the best way to invest. The Fidelity Total Market Index Fund serves the purpose of exposing you to a broader swath of the stock market in the U.S.
This fidelity fund recently debuted Zero Total Market Index Fund. This means that you can make use of this fund at absolutely no expenses. This made it to out-perform many fidelity funds in the market.
In the past, before Fidelity Total Market Index Fund narrowed its net expense ratio, it used to serve its investors with a net expense ratio of 0.015% with an average annual return of 12.46%.
Fidelity Extended Market Index Fund
Fidelity Extended Market Index Fund is one of the most popular fidelity index funds with a net expense ratio of 0.045% and an average annual return of 11.61%. If you need a good source of small and mid-cap firms to invest in, then Fidelity Extended Market Index Fund is the best fidelity fund that you can trust.
This index fund is highly diversified among the smaller firms that own more than 3100 holdings; the top 10 ones have about 5.4% of the portfolio and representation of all the stock market sectors.
Fidelity Balanced Fund
The Fidelity Balanced Fund invests 40% of its portfolio on fixed-income generating securities like bonds. It is characterized by a net expense ratio of 0.53%, an average annual return of 9.56%, and a U.S. risk range allocation of 50% to 70%.
Its conservative approach generates its funds from investment-grade credit, U.S. Treasury, and mortgage pass-through securities. This makes it the best performing fidelity index fund.
Best Fidelity Mutual Funds for Retirement
Fidelity Mutual fund is the best powerhouse for you as you plan for your retirement. Although the stock funds provide a regular income flow, it will not be the best decision to avoid the fidelity mutual funds you need to keep an eye on the risk.
Here are the best three fidelity funds you can trust for your retirement;
i. Fidelity Contra fund
ii. Fidelity Worldwide Fund
iii. Fidelity Puritan Fund
Fidelity Contra fund
The Fidelity Contra fund aims to invest in underrated companies concerning the earnings and revenue growth prospects. The Fidelity Contra fund also believes that the best returns come from the tech great names like Facebook, Amazon, and Microsoft.
When you decide to work with the Fidelity Contra Fund, you are assured of a net expense ratio of 0.85% with an annual return of 15.57%.
Fidelity Worldwide Fund
As you plan to retire, you need an internal investment exposure, and Fidelity Worldwide Fund assures you this. If your retirement plan majors on the international ex-US option, then Fidelity Worldwide Fund is the best for you. This fund gives you exposure to over 11 countries.
Fidelity Worldwide Fund has a net expense ratio of 0.99% with average annual returns of 12.55%. It keeps the specific stocks weights less than 5%, thus the best that you can trust.
Fidelity Puritan Fund
This is one of the oldest retirement fidelity funds you can invest in as you plan for your retirement. This fidelity fund invests around 40% of its portfolio in fixed-income securities. The fixed-income is a more conservative approach that brings forth more conservative returns.
Fidelity Puritan Fund offers a net expense ratio of 0.53, with annual average returns of 10.54%.
The Fidelity index funds are the best option you can choose as an assurance for your invested funds. From the list, you need to carry out your research depending on the investment you want to make and select the best to fit your space.