Fidelity NTF mutual fund for Momentum?

Have a question about your personal investments? No matter how simple or complex, you can ask it here.
Post Reply
Topic Author
Posts: 460
Joined: Thu Jul 25, 2013 1:31 pm

Fidelity NTF mutual fund for Momentum?

Post by slbnoob » Sat Aug 01, 2020 4:06 pm

My current plan asks to invest my Mega backdoor Roth contributions into Momentum. I had been doing this with MTUM. However this involved making ETF purchases manually after funds were available in my Fidelity BrokerageLink (which took phone calls etc. due to the rollover of After Tax 401k contributions + earnings to in-plan or out of plan Roth). So I ended up trying to market-time the purchase which adds more stress than warranted.
Is there a mutual fund at Fidelity with no transaction fees which is similar to MTUM or a Momentum fund that can be automatically bought when funds are available in the BrokerageLink. I have this setup for a different fund which works well and am looking for a Momentum fund.
Last edited by slbnoob on Sun Aug 02, 2020 12:19 am, edited 1 time in total.

Posts: 881
Joined: Tue May 08, 2018 12:06 pm

Re: Fidelity NTF mutual fund for Momentum?

Post by sycamore » Sat Aug 01, 2020 4:33 pm

AQR has some momentum mutual funds.

AMONX is NTF with ER of 0.66%. There's also AMOMX and ATMOX with ER 0.4 but they have a $49.95 transaction fee.

Post Reply