Mutual Funds and Mutual Fund Investing - Fidelity Investments (2024)

Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.

Diversification and asset allocation do not ensure a profit or guarantee against loss.

Past performance is no guarantee of future results.

Because of their narrow focus, sector investments tend to be more volatile than investments that diversify across many sectors and companies.

Investing in bonds involves risk, including interest rate risk, inflation risk, credit and default risk, call risk, and liquidity risk.

1.

Other fees and expenses, including those which apply to a continued investment in the fund, are described in the fund's current prospectus. Fidelity Brokerage Services LLC, or its affiliates, receives compensation in connection with (i) access to, purchase or redemption of, and/or maintenance of positions in mutual funds and other investment products ("funds"), (ii) infrastructure needed to support such funds as well as additional compensation for shareholder services, start-up fees, infrastructure support and maintenance, marketing, engagement and analytics programs and/or (iii) a fund's attendance at events for FBS's clients and/or representatives, and opportunities for the fund to promote its products and services. This compensation may take the form of sales loads and 12b-1 fees described in the prospectus and/or additional compensation paid by the fund, its investment adviser or an affiliate. Fidelity reserves the right to change the funds available without transaction fees and reinstate the fees on any funds. Fidelity will charge a short term trading fee each time you sell or exchange shares of FundsNetwork No Transaction Fee (NTF) funds held less than 60 days (short-term trade).

2. The Fund Evaluator is provided to help self-directed investors evaluate mutual funds based on their own needs and circ*mstances. The criteria entered is at the sole discretion of the user and any information obtained should not be considered an offer to buy or sell, a solicitation of an offer to buy, or a recommendation for any securities. You acknowledge that your requests for information are unsolicited and shall neither constitute, nor be considered as investment advice by Fidelity Brokerage Services, LLC., Fidelity Distributors Corporation, or their affiliates (collectively, "Fidelity").

Please note: When comparing funds, please consider all important factors, including information pertaining to fund fees, fund features, and fund objectives. While funds may track an index, the indices and strategies employed in seeking to achieve an investment goal may be different. Each fund’s investment object and strategy and index tracked to achieve investment goals may differ. For new investors, funding investment minimums may be different.

727356.15.0

Mutual Funds and Mutual Fund Investing - Fidelity Investments (2024)

FAQs

Does Fidelity let you invest in mutual funds? ›

Fidelity's FundsNetwork allows you to invest in mutual funds from hundreds of fund companies outside of Fidelity, including many available with no transaction fees. Explore your financial options by searching through our world class library of funds.

Which Fidelity mutual fund is best? ›

The 6 Best Fidelity Mutual Funds to Buy and Hold
Mutual fundExpense ratio
Fidelity Total Market Index Fund (FSKAX)0.015%
Fidelity Zero Extended Market Index Fund (FZIPX)0%
Fidelity Zero International Index Fund (FZILX)0%
Fidelity U.S. Bond Index Fund (FXNAX)0.025%
2 more rows
May 10, 2024

How much money do you need to open a Fidelity mutual fund account? ›

Proving what it means to put value first

We also offer zero minimum investment Fidelity Mutual Funds, no minimums to open an account, 3 no account fees for retail brokerage accounts, and 24/7 live customer service — now that's value.

Are Fidelity mutual funds free? ›

Offering the industry's first Zero expense ratio index mutual funds offered directly to investors. With no account fees and no minimums to open a retail brokerage account, including IRAs.

Is money safe at Fidelity Investments? ›

All Fidelity brokerage accounts are covered by SIPC. This includes money market funds held in a brokerage account since they are considered securities. Learn more about SIPC coverage at www.sipc.orgOpens in a new window.

How long does it take to buy Fidelity mutual fund? ›

Unlike stocks and ETFs, mutual funds trade only once per day, after the markets close at 4 p.m. ET. If you enter a trade to buy or sell shares of a mutual fund, your trade will be executed at the next available net asset value, which is calculated after the market closes and typically posted by 6 p.m. ET.

Is it better to invest in Vanguard or Fidelity? ›

While Fidelity wins out overall, Vanguard is the best option for retirement savers. Its platform offers tools and education focused specifically on retirement planning.

What are the best Fidelity mutual funds for 2024? ›

The Best Fidelity Mutual Funds of May 2024
FundExpense Ratio
Fidelity 500 Index Fund (FXAIX)0.015%
Fidelity U.S. Sustainability Index Fund (FITLX)0.11%
Fidelity Mid Cap Index Fund (FSMDX)0.025%
Fidelity Nasdaq Composite Index Fund (FNCMX)0.29%
3 more rows
May 3, 2024

Is it smart to invest in Fidelity? ›

Well-rounded offering: Fidelity Investments offers $0 trading commissions, no account fees that can erode returns, a swath of research offerings and an easy-to-use platform that advanced traders can customize. Mutual funds: Fidelity has a strong reputation for its mutual funds.

How much should a beginner invest in mutual funds? ›

One should invest at least 20% of their salary in mutual funds and can later increase whenever possible. The effect of inflation has made it essential for investors to look at options such as mutual funds to prevent their investment from losing its value over time.

Where is the best place to keep cash in Fidelity? ›

A money market fund may make sense for fast, flexible access to your cash. If you already have an account with a brokerage firm, you may choose to put your cash in a money market fund until you use it to, say, pay a bill or buy a stock or other mutual fund.

How to make money with Fidelity? ›

One effective way to earn money on Fidelity is through investing in dividend stocks, which offer regular income payments based on the company's profits. Creating a stream of passive income through real estate investment trusts (REITs) can provide consistent returns.

How do Fidelity mutual funds work? ›

Operated by an investment company, a mutual fund raises money from shareholders and invests it in stocks, bonds, options, commodities, or money market securities, depending on the fund's goal. Fidelity offers over 200 funds, including stock, bond, money market, asset allocation, and index mutual funds.

Does Fidelity automatically invest my money? ›

At Fidelity, you can set up automatic investments (login required) into funds, stocks, bonds, ETFs, etc., that you already own in your brokerage, retirement, 529 savings, or other eligible retail Fidelity accounts. The investment can be made from the cash available in the account or by linking to a bank account.

Is Fidelity good for beginners? ›

Is Fidelity good for beginners? Fidelity is a great option for beginners, especially since it provides a wealth of educational tools to help new investors get started. It also offers low costs which are especially beneficial to new investors.

Is Vanguard or Fidelity better? ›

While Fidelity wins out overall, Vanguard is the best option for retirement savers. Its platform offers tools and education focused specifically on retirement planning.

How to open a Fidelity mutual fund account? ›

  1. What you'll need to open a Fidelity account. You'll need to have the following information on hand to get your Fidelity account up and running: ...
  2. Step 1: Choose a Fidelity account. ...
  3. Step 2: Fill in your personal information. ...
  4. Step 3: Add account settings. ...
  5. Step 4: Review and confirm. ...
  6. Step 5: Fund the account and start investing!
Feb 1, 2024

Can I buy Vanguard mutual funds through Fidelity? ›

Fidelity, Charles Schwab, TD Ameritrade, E-Trade, and Interactive Brokers are among the financial services firms that sell Vanguard Funds.

What is the best mutual fund to invest in? ›

5 Best Mutual Funds to Buy Now
Mutual FundAssets Under ManagementExpense Ratio
Vanguard Total Stock Market Index Fund (VTSAX)$1.6 trillion0.04%
Fidelity 500 Index (FXAIX)$512.4 billion0.015%
Fidelity ZERO International Index (FZILX)$4 billion0%
American Funds Bond Fund of America (ABNDX)$82.6 billion0.62%
1 more row

Top Articles
Latest Posts
Article information

Author: Pres. Lawanda Wiegand

Last Updated:

Views: 6006

Rating: 4 / 5 (71 voted)

Reviews: 94% of readers found this page helpful

Author information

Name: Pres. Lawanda Wiegand

Birthday: 1993-01-10

Address: Suite 391 6963 Ullrich Shore, Bellefort, WI 01350-7893

Phone: +6806610432415

Job: Dynamic Manufacturing Assistant

Hobby: amateur radio, Taekwondo, Wood carving, Parkour, Skateboarding, Running, Rafting

Introduction: My name is Pres. Lawanda Wiegand, I am a inquisitive, helpful, glamorous, cheerful, open, clever, innocent person who loves writing and wants to share my knowledge and understanding with you.