Skip to main content

Top 5 Fidelity Funds for Long-term Investment


When it comes to choosing the best Fidelity funds to buy and hold forever, there are a few key factors you'll want to keep in mind. In this video, we'll walk you through five of our favorite options and explain why they might be perfect for your portfolio. Timecodes: 0:00 - Intro 0:32 - Fidelity U.S. Bond Index Fund (FXNAX) 2:12 - Fidelity Total International Index Fund (FTIHX) 4:04 - Fidelity Zero Total Market Index Fund (FZROX) 6:05 - Fidelity Total Market Index Fund (FSKAX) 7:36 - Fidelity 500 Index Fund (FXAIX) ------------ LINKS: ► Get My Weekly Newsletters: ► Favorite Books: DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed....(read more)


LEARN MORE ABOUT: IRA Accounts
CONVERT IRA TO GOLD: Gold IRA Account
CONVERT IRA TO SILVER: Silver IRA Account
REVEALED: Best Gold Backed IRA
Investors looking for a long-term investment strategy should consider buying and holding mutual funds that have a track record of consistent returns. Fidelity, a trusted name in the mutual fund industry, offers several funds that are well-suited for this strategy. Here are five of the best Fidelity funds to buy and hold forever: 1. Fidelity 500 Index Fund (FXAIX) The Fidelity 500 Index Fund is a great choice for investors looking to track the S&P 500 Index. The fund has low fees, a low turnover rate, and a long history of consistent returns. This fund is ideal for investors seeking a passive investment strategy with exposure to large-cap US stocks. 2. Fidelity Contrafund (FCNTX) The Fidelity Contrafund is a managed fund that invests in large-cap US stocks. This fund has a proven track record of outperforming the S&P 500 over the long term. The fund is managed by Will Danoff, who has been at the helm of the fund since 1990. 3. Fidelity Total Market Index Fund (FSTMX) The Fidelity Total Market Index Fund is ideal for those looking for a broad exposure to the US stock market. The fund tracks the Dow Jones US Total Stock Market Index, which includes both large and small-cap stocks. This fund has low fees and can be a great core holding for an investor's portfolio. 4. Fidelity Balanced Fund (FBALX) The Fidelity Balanced Fund is a managed fund that invests in both stocks and bonds. The fund seeks to provide investors with a combination of income and capital appreciation. This fund is a good choice for investors looking for a diversified portfolio with exposure to both equity and debt securities. 5. Fidelity International Index Fund (FSPSX) The Fidelity International Index Fund is a low-cost fund that invests in non-US stocks. The fund tracks the MSCI EAFE Index, which includes stocks from developed markets in Europe, Australasia, and the Far East. This fund is a good choice for investors looking to diversify their portfolio with exposure to international markets. In conclusion, these five Fidelity funds are a great option for investors looking to buy and hold mutual funds for the long term. These funds offer a combination of low fees, consistent returns, and diversification across various asset classes. Investors should consult with a financial advisor before making any investment decisions. https://inflationprotection.org/top-5-fidelity-funds-for-long-term-investment/?feed_id=99492&_unique_id=6468f0498d169 #Inflation #Retirement #GoldIRA #Wealth #Investing #Family #Finance #investing #money #MultigenerationalFamily #personalfinance #SandwichGeneration #savingmoney #FidelityIRA #Family #Finance #investing #money #MultigenerationalFamily #personalfinance #SandwichGeneration #savingmoney
Labels:

Comments

Post a Comment

Popular posts from this blog

"Is Birch Gold Group a Reliable Choice for Your 2023 Gold IRA Investments?" - A Quick Review #shorts

In this Birch Gold Group review video, I go over what makes this Gold IRA company unique, the pros and cons, their fees, minimums, and much more. Get their free guide here: 👉 FREE Resources: ➜ Gold IRA Company Reviews: Birch Gold Group boasts high ratings from consumer advocate groups. With an A-plus rating from the Better Business Bureau, a triple-A rating from the Business Consumer Alliance, and high marks from Trust Link, Trustpilot, and Google Business, Birch Gold is a top choice to trust your hard-earned retirement savings. Birch Gold Group’s low initial investment minimum is another edge it has over its competitors whose minimums can range from $25,000 to $50,000. A beginning $10,000 minimum investment is all that is required to start a GOLD IRA with Birch which is advantageous for first-time investors. Spanning nearly two decades, Birch Gold Group’s mission and philosophy focus on a commitment to understanding your needs and finding the right fit for you. Their
Post a Comment
Read more

Should I Rollover My 401k to an IRA? YES! #shorts #retirement #financialfreedom

Should I Rollover My 401k to an IRA? YES! #shorts #retirement #financialfreedom Should I Rollover My 401k to anIRA 🤔 || 401k to IRA Rollover Pro's & Con's In this video, I want to talk about rolling over your 401k to an IRA Rollover and if that makes sense for your retirement planning . I want to look at the pro's to rolling over a 401k and also the con's to rolling over a 401k. When you should rollover your 401k to an IRA and when you should NOT rollover your 401k to an IRA. Let's talk about when you should NOT rollover your 401k to an IRA: 1. You are still working and are under the age of 59.5 2. You are 55 and considering retirement (Rule 55) 3. Increased creditor protection in a 401k 4. 401k's offer loans--IRA's do not offer loans Why you SHOULD rollover your 401k to an IRA 1. More investment choices in IRA over 401k 2. Lower investment fees 3. Convert IRA to Roth IRA (Roth IRA Conversion) 4. Consolidation from multiple 401k'
Post a Comment
Read more