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Choosing the right investment tools is essential for building wealth, and Fidelity offers some of the best options with its wide range of index funds. Among these, four standout options are tailored to different financial goals and investor profiles.
The Fidelity 500 Index Fund (FXAIX) tracks the S&P 500, offering exposure to large-cap U.S. companies across various industries. With a low expense ratio of just 0.015% and strong historical returns, this fund is a core holding for long-term investors seeking steady growth with relative stability.
The Fidelity Total Market Index Fund (FSKAX) provides exposure to the entire U.S. stock market, including large-, mid-, and small-cap companies. Its broad diversification makes it a comprehensive choice for those seeking a one-stop solution for their portfolio. While slightly more volatile due to smaller company exposure, its low expense ratio and historical returns make it an attractive option.
For international diversification, the Fidelity Total International Index Fund (FTIHX) focuses on markets outside the U.S., spanning developed and emerging economies. Although recent returns have lagged behind U.S. markets, the fund offers long-term potential and reduces reliance on domestic markets, making it a key addition for globally minded investors.
The Fidelity Freedom Index Funds are target-date funds designed for hands-off investors. These funds automatically adjust asset allocations over time, balancing growth and income preservation as retirement approaches. With low expense ratios and a diversified mix of asset classes, they simplify retirement planning for those seeking an easy, long-term solution.
These four Fidelity index funds cater to various investment strategies, from U.S.-focused growth to global diversification and hands-off retirement planning. Their low costs and potential for strong returns make them excellent options for building wealth over the long term.
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Disclaimer: This video is for entertainment purposes only. Everyone’s situation is different so do your own research before making any decisions with your money.
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The production quality is impressive.
Fidelity is great!
Yeah once kamala or AOC become president the market will tank. Time to buy tho.
@fidelityinvestments closed my account without previous notice or warning. People please be aware of this. Iām frustrated, they literally closed my account even my Roth IRA and checking account with 5k in it.
So helpful, thank you sir!
FXAIX, FSKAX, FTIHX, FFIF
Iād replace these with their ETF equivalents. ETFs are way easier to get in and out of! Mutual funds make
you wait until market close.
Yeah sure triple your money in 20yrs maybe markets gonna tank with war goin on then buy buy buy
If your broker is Fidelity, consider zero cost alternatives. Fidelity ZERO Total Market Index (FZROX) and Fidelity ZERO International Index (FZILX)
Over past 5 years, FBCG, FTEC.
Why didn't FZILX make your international list? Zero fees….
Is fskax better than fxaix
I just found your channel and wish I'd known half of this info 30 years ago!! Trying to catch up on investing for retirement & wondering if you have any videos showing steps on how to buy funds on the Fidelity platform. I saw your M1 video, but I'd already opened a Fidelity account…bummer. Also, do you have any step by step videos on how to rebalance a portfolio every year? Give Molly a hug for me!!
Backtrsting is weak. Weak. 10 years ago is as old as JURRASIC PARK. we are in a new era of the economy. S&P is the only tried and true at growing yiur money over time. The Dow is a liar.
Thoughts on fidelity FBGRX?
FDVV
Nothing is forever. Managers leave, markets and tax laws change. Fidelity Magellan was the darling of
Mutual Funds…served me well. But when Peter Lynch left …. I had to get out.
@0:40
FXAIX
@4:11
FSKAX
3000 companies
@7:26
FTIHX
5000 companies
Global
Only by ending the addiction of wars, USA can go up sharply to compete China. The problem is that it will never happen due to politics.
Period
Target funds are what you tell people to buy when they have no idea how to invest and no interest in learning. They might lose a little growth potential as they are often conservative but its truly a set and forget.
So basically is a bogle 3 fund with an additional of S&P 500.
S&P 500 index fund is all you need.
Thank you for the great content!
I agree
In a little over a year my IGM etf is up 92%
what do you think of the fidelity balanced fund
I have FXAIX it has performed better than anything else lately!
I realize you are into broad funds, but if you might be looking for a low-cost LG cap value Fidelity fund, FLCOX might be the way to go.