Difference between revisions of "Talk:Fidelity"

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As of January 2013, Fidelity will revamp minimum investment and expense ratios of index fund Advantage shares . See [http://finance.yahoo.com/news/fidelity-investments-lowers-costs-index-153000164.html press release], Yahoo. --[[User:Blbarnitz|Blbarnitz]] 11:44, 11 December 2012 (CST)
 
As of January 2013, Fidelity will revamp minimum investment and expense ratios of index fund Advantage shares . See [http://finance.yahoo.com/news/fidelity-investments-lowers-costs-index-153000164.html press release], Yahoo. --[[User:Blbarnitz|Blbarnitz]] 11:44, 11 December 2012 (CST)
 +
: Updated for advantage share classes, plus addition of the Fidelity Spartan Inflation Protected Securities Index --[[User:Blbarnitz|Blbarnitz]] 14:30, 18 January 2013 (CST)
 +
 +
==Updates for 2013==
 +
The page will need updating to reflect change in Vanguard tracking indexes from MSCI to CRSP and FTSE --[[User:Blbarnitz|Blbarnitz]] 14:30, 18 January 2013 (CST)
 +
==Updated for expansion of the iShares list==
 +
I updated the note about the iShares no-fee ETF list. Since the ETFs are not discussed in detail elsewhere in the article, that should take care of that.[[User:Nisiprius|Nisiprius]] 09:14, 15 March 2013 (CDT)
 +
 +
== Reader feedback: add description of brokerage link ==
 +
 +
50.134.209.85 posted [[Special:ArticleFeedbackv5/Fidelity/0511721ae6d01c6df298494db7e2c9a0|this comment]] on 22 February 2014 ([[Special:ArticleFeedbackv5/Fidelity|view all feedback]]).
 +
 +
<blockquote>add description of brokerage link</blockquote>
 +
 +
Any thoughts?
 +
 +
[[User:LadyGeek|LadyGeek]] 14:33, 23 February 2014 (CST)
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 +
==Revised table==
 +
A revision of the table. --[[User:Blbarnitz|Blbarnitz]] 17:04, 14 February 2020 (UTC)
 +
 +
{| class="wikitable"
 +
|-
 +
! Fund Class
 +
! Fund Name
 +
! Ticker
 +
! ER
 +
! Index Tracked
 +
|-
 +
!scope="row" colspan="5" style="text-align: left; padding-left: 10px;" | US Stocks
 +
|-
 +
| rowspan="4" | Total US Stock Market
 +
| style="background: #DED2CF" | Fidelity ZERO Total Market Index Fund
 +
| style="background: #DED2CF" | FZROX
 +
| style="background: #DED2CF" |  0.00%
 +
| style="background: #DED2CF" |  Fidelity U.S. Total Investable Market Index
 +
|-
 +
| Fidelity Total Market Index Fund
 +
| FSKAX
 +
| 0.015%
 +
| Dow Jones US Total Stock Market Index
 +
|-
 +
| iShares Core S&P Total U.S. Stock Market ETF
 +
| ITOT
 +
| 0.03%
 +
| S&P Total Market Index
 +
|-
 +
| Vanguard Total Stock Market Index Fund
 +
| VTSAX
 +
| 0.04%
 +
| CRSP Total Market Index
 +
|-
 +
| rowspan="3" | S&P 500
 +
| style="background: #DED2CF" | Fidelity 500 Index Fund
 +
| style="background: #DED2CF" | FXAIX
 +
| style="background: #DED2CF" | 0.015%
 +
| style="background: #DED2CF" | S&P 500
 +
|-
 +
| Vanguard 500 Index Fund
 +
| VFIAX
 +
| 0.04%
 +
|  S&P 500
 +
|-
 +
| iShares Core S&P 500 ETF
 +
| IVV
 +
| 0.04%
 +
| S&P 500
 +
|-
 +
| rowspan="3" | [[Extended_market_index_fund|Extended Market]]
 +
| style="background: #DED2CF" |  Fidelity Zero Extended Market Index Fund
 +
| style="background: #DED2CF" | FZIPX
 +
| style="background: #DED2CF" | 0.00%
 +
| style="background: #DED2CF" | Fidelity U.S. Extended Investable Market Index
 +
|-
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| Fidelity Extended Market Index Fund
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| FSMAX
 +
| 0.045%
 +
|  Dow Jones U.S. Completion Total Stock Market Index <ref> See, [http://www.djindexes.com/totalstockmarket/?go=literature Dow Jones US Total Stock Market Indexes Literature].
 +
</ref>
 +
|-
 +
| Vanguard Extended Market Index Fund
 +
| VEXAX
 +
|  0.08%
 +
| S&P Completion Index
 +
|-
 +
| rowspan="3" | Mid Cap
 +
| style="background: #DED2CF" | Fidelity Mid Cap Index Fund
 +
| style="background: #DED2CF" | FSMDX
 +
| style="background: #DED2CF" | 0.025%
 +
| style="background: #DED2CF" | Russell Mid Cap Index
 +
|-
 +
| Vanguard Mid Cap Index Fund
 +
| VIMAX
 +
| 0.05%
 +
| CRSP US Mid Cap Index
 +
|-
 +
| iShares Core S&P Mid-Cap ETF
 +
| IJH
 +
| 0.07%
 +
| S&P MidCap 400 Index
 +
|-
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| rowspan="3" | Small Cap
 +
| style="background: #DED2CF" | Fidelity  Small Cap Index Fund
 +
| style="background: #DED2CF" | FSSNX
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| style="background: #DED2CF" | 0.025%
 +
| style="background: #DED2CF" |Russell 2000 Index 
 +
|-
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| Vanguard Small Cap Index Fund
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| VSMAX
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| 0.05%
 +
| CRSP US Small Cap Index Index <ref> Vanguard also offers the Vanguard Russell 2000 ETF. </ref>
 +
|-
 +
| iShares Core S&P Small-Cap ETF
 +
| IJR
 +
| 0.07%
 +
|S&P SmallCap 600 Index
 +
|-
 +
| rowspan="4" | Real Estate
 +
| style="background: #DED2CF" |  Fidelity Real Estate Index Fund
 +
| style="background: #DED2CF" | FSRNX
 +
| style="background: #DED2CF" | 0.07% 
 +
| style="background: #DED2CF" | Dow Jones U.S. Select Real Estate Securities Index
 +
|-
 +
| Fidelity MSCI Real Estate Index ETF
 +
| FREL
 +
| 0.084%
 +
| MSCI USA IMI Real Estate Index
 +
|-
 +
| iShares Core U.S. REIT ETF
 +
| USRT
 +
| 0.08%
 +
| FTSE NAREIT Equity REITS Index
 +
|-
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|  Vanguard Real Estate Index Fund
 +
|  VGSLX
 +
|  0.12%
 +
| MSCI US Investable Market Real Estate 25/50 Index
 +
|-
 +
!scope="row" colspan="5" style="text-align: left; padding-left: 10px;" | International Stocks
 +
|-
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| rowspan="4" | Total International Stock Market
 +
| style="background: #DED2CF" | Fidelity ZERO International Index Fund
 +
| style="background: #DED2CF" | FZILX
 +
| style="background: #DED2CF" |  0.00%
 +
| style="background: #DED2CF" | Fidelity Global ex US Index (excludes small caps)
 +
|-
 +
| Fidelity Total International Index Fund
 +
| FTIHX
 +
| 0.06%
 +
| MSCI ACWI ex USA IMI Index
 +
|-
 +
| iShares Core MSCI Total International Stock ETF
 +
| IXUS
 +
| 0.10%
 +
| MSCI ACWI ex USA IMI Index
 +
|-
 +
| Vanguard Total International Stock Index
 +
| VTIAX
 +
| 0.11%
 +
|  FTSE Global All Cap ex US Index
 +
|-
 +
| rowspan="4" | Developed Markets <ref group="note">FTSE classifies Korea as a developed market, while MSCI classifies it as emerging. Canada is not included in EAFE indexes.</ref>
 +
| style="background: #DED2CF" | Fidelity International Index Fund
 +
| style="background: #DED2CF" |  FSPSX
 +
| style="background: #DED2CF" |  0.045%
 +
| style="background: #DED2CF" |  [[MSCI EAFE index|MSCI EAFE Index]] (excludes small caps)
 +
|-
 +
| iShares Core MSCI International Developed Markets ETF
 +
| IDEV
 +
| 0.05%
 +
| MSCI WORLD ex USA IMI Index
 +
|-
 +
| Vanguard Developed Markets Index Fund
 +
| VTMGX
 +
| 0.07%
 +
| FTSE Developed All Cap ex US Index
 +
|-
 +
| iShares Core MSCI EAFE
 +
| IEFA
 +
| 0.08%
 +
| MSCI EAFE IMI Index
 +
|-
 +
| rowspan="3" | Emerging Markets
 +
| style="background: #DED2CF" | Fidelity Emerging Markets Index Fund
 +
| style="background: #DED2CF" | FPADX
 +
| style="background: #DED2CF" |  0.08%
 +
| style="background: #DED2CF" |  MSCI Emerging Markets Index (excludes small caps)
 +
|-
 +
| Vanguard Emerging Markets Index Fund
 +
| VEMAX
 +
| 0.14%
 +
| FTSE Emerging Markets All Cap China A Inclusion Index
 +
|-
 +
| iShares Core MSCI Emerging Markets
 +
| IEMG
 +
| 0.14%
 +
| MSCI Emerging Markets IMI Index
 +
|-
 +
!scope="row" colspan="5" style="text-align: left; padding-left: 10px;" | US Bonds
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|-
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| rowspan="3" | Short-Term Treasury
 +
| style="background: #DED2CF" |Fidelity Short-Term Treasury Bond Index Fund
 +
| style="background: #DED2CF" | FUMBX
 +
| style="background: #DED2CF" | 0.03%
 +
| style="background: #DED2CF" | Bloomberg Barclays 1-5 Year U.S. Treasury Index
 +
|-
 +
| Vanguard Short-Term Treasury Index Fund
 +
| VSBSX
 +
| 0.07%
 +
| Bloomberg Barclays US Treasury 1–3 Year Bond Index
 +
|-
 +
| iShares 1-3 Year Treasury Bond ETF
 +
| SHY
 +
| 0.15%
 +
|  ICE U.S. Treasury 1-3 Year Bond Index
 +
|-
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| rowspan="4" | Intermediate-Term Treasury
 +
| style="background: #DED2CF" | Fidelity Intermediate Treasury Bond Index Fund
 +
| style="background: #DED2CF" | FUAMX
 +
| style="background: #DED2CF" | 0.03%
 +
| style="background: #DED2CF" | Bloomberg Barclays 5-10 Year U.S. Treasury Bond Index
 +
|-
 +
| Vanguard Intermediate-Term Treasury Index Fund
 +
| VSIGX
 +
| 0.07%
 +
| Bloomberg Barclays US Treasury 3–10 Year Bond Index
 +
|-
 +
| iShares 3-7 Year Treasury Bond ETF
 +
| IEI
 +
| 0.15%
 +
| ICE U.S. Treasury 3-7 Year Bond Index
 +
|-
 +
| iShares 7-10 Year Treasury Bond ETF
 +
| IEF
 +
| 0.15%
 +
| ICE U.S. Treasury 7-10 Year Bond Index
 +
|-
 +
| rowspan="3" | TIPS
 +
| style="background: #DED2CF" | Fidelity Inflation-Protected Bond Index Fund
 +
| style="background: #DED2CF" | FIPDX
 +
| style="background: #DED2CF" | 0.05%
 +
| style="background: #DED2CF" | Bloomberg Barclays U.S. TIPS Index
 +
|-
 +
| Vanguard Inflation Protected Securities Fund
 +
| VAIPX
 +
|  0.10% <ref group="note">Admiral Shares class fund has a $50,000 minimum investment. Investor-class fund VIPSX has a 0.20% ER and a $3,000 minimum</ref>
 +
| Not an index fund
 +
|-
 +
| iShares TIPS Bond ETF
 +
| TIP
 +
| 0.20%
 +
| Bloomberg Barclays U.S. TIPS Index
 +
|-
 +
| rowspan="3" | Long-Term Treasury
 +
| style="background: #DED2CF" |  Fidelity Long-Term Treasury Bond Index Fund
 +
| style="background: #DED2CF" | FNBGX
 +
| style="background: #DED2CF" | 0.03%
 +
| style="background: #DED2CF" | Bloomberg Barclays US Long Treasury Bond Index
 +
|-
 +
| Vanguard Long-Term Treasury Index Fund
 +
| VLGSX
 +
| 0.03%
 +
| Bloomberg Barclays U.S. Long Treasury Index
 +
|-
 +
| iShares 20+ Year Treasury Bond ETF
 +
| TLT
 +
| 0.15%
 +
| ICE U.S. Treasury 20+ Year Bond Index
 +
|-
 +
| rowspan="3" | Aggregate Bond
 +
| style="background: #DED2CF" | Fidelity U.S. Bond Index Fund
 +
| style="background: #DED2CF" | FXNAX
 +
| style="background: #DED2CF" | 0.025%
 +
| style="background: #DED2CF" | Bloomberg Barclays U.S. Aggregate Bond Index
 +
|-
 +
| Vanguard Total Bond Market Index Fund
 +
| VBTLX
 +
| 0.05%
 +
| Bloomberg Barclays U.S. Aggregate Float Adjusted Index
 +
|-
 +
| iShares Core U.S. Aggregate Bond ETF
 +
| AGG
 +
| 0.05%
 +
| Bloomberg Barclays US Aggregate Bond Index
 +
|-
 +
 +
!scope="row" colspan="5" style="text-align: left; padding-left: 10px;" | International Bonds
 +
|-
 +
| rowspan="3" | ex-US Aggregate Bond
 +
| style="background: #DED2CF" | Fidelity International Bond Index Fund 
 +
| style="background: #DED2CF" |  FBIIX
 +
| style="background: #DED2CF" | 0.06%
 +
| style="background: #DED2CF" | Bloomberg Barclays Global Aggregate ex-USD Float Adjusted RIC Diversified Index (USD Hedged)
 +
|-
 +
| iShares Core International Aggregate Bond ETF
 +
| IAGG
 +
| 0.09%
 +
| Bloomberg Barclays Global Aggregate ex USD 10% Issuer Capped (Hedged) Index
 +
|-
 +
| Vanguard Total International Bond Index Fund
 +
| VTABX
 +
| 0.11%
 +
| Bloomberg Barclays Global Aggregate ex-USD Float-Adjusted Index (Hedged)
 +
|-
 +
!scope="row" colspan="5" style="text-align: left; padding-left: 10px;" | Balanced Funds
 +
|-
 +
| rowspan="2" | Target-date funds
 +
| style="background: #DED2CF" |[https://www.fidelity.com/fund-screener/evaluator.shtml#!&ntf=Y&ft=BAL_TD%2CBAL_TI%2CBAL_TK%2CBAL_TG%2CBAL_TN%2CBAL_TH%2CBAL_TE%2CBAL_TA%2CBAL_TJ%2CBAL_TL&mgdBy=F&expand=%24FundType&idxFd=Y&mininv=LS10000 Fidelity Freedom® Index Funds]
 +
| style="background: #DED2CF" | Various
 +
| style="background: #DED2CF" | 0.12%
 +
| style="background: #DED2CF" |
 +
|-
 +
| [https://investor.vanguard.com/mutual-funds/target-retirement/ Vanguard Target Retirement Funds]
 +
| Various
 +
|  0.13% - 0.15%
 +
|
 +
|-
 +
| rowspan="3" | Fixed allocation funds
 +
| style="background: #DED2CF" | [https://fundresearch.fidelity.com/mutual-funds/summary/31634R109 Fidelity Four-in-One Index Fund]
 +
| style="background: #DED2CF" | FFNOX
 +
| style="background: #DED2CF" | 0.11%
 +
| style="background: #DED2CF" |  85/15 index fund
 +
|-
 +
| Vanguard LifeStrategy
 +
| VASIX, VSCGX, VSMGX, VASGX
 +
| 0.11% - 0.14%
 +
| 20/80 to 80/20 allocations
 +
|-
 +
| iShares Core Allocation ETFs
 +
| AOK, AOM, AOR, AOA
 +
| 0.25%
 +
| 30/70 to 80/20 allocations
 +
|}
 +
 +
<references group="note"/>

Latest revision as of 13:12, 14 February 2020

As of January 2013, Fidelity will revamp minimum investment and expense ratios of index fund Advantage shares . See press release, Yahoo. --Blbarnitz 11:44, 11 December 2012 (CST)

Updated for advantage share classes, plus addition of the Fidelity Spartan Inflation Protected Securities Index --Blbarnitz 14:30, 18 January 2013 (CST)

Updates for 2013

The page will need updating to reflect change in Vanguard tracking indexes from MSCI to CRSP and FTSE --Blbarnitz 14:30, 18 January 2013 (CST)

Updated for expansion of the iShares list

I updated the note about the iShares no-fee ETF list. Since the ETFs are not discussed in detail elsewhere in the article, that should take care of that.Nisiprius 09:14, 15 March 2013 (CDT)

Reader feedback: add description of brokerage link

50.134.209.85 posted this comment on 22 February 2014 (view all feedback).

add description of brokerage link

Any thoughts?

LadyGeek 14:33, 23 February 2014 (CST)

Revised table

A revision of the table. --Blbarnitz 17:04, 14 February 2020 (UTC)

Fund Class Fund Name Ticker ER Index Tracked
US Stocks
Total US Stock Market Fidelity ZERO Total Market Index Fund FZROX 0.00% Fidelity U.S. Total Investable Market Index
Fidelity Total Market Index Fund FSKAX 0.015% Dow Jones US Total Stock Market Index
iShares Core S&P Total U.S. Stock Market ETF ITOT 0.03% S&P Total Market Index
Vanguard Total Stock Market Index Fund VTSAX 0.04% CRSP Total Market Index
S&P 500 Fidelity 500 Index Fund FXAIX 0.015% S&P 500
Vanguard 500 Index Fund VFIAX 0.04% S&P 500
iShares Core S&P 500 ETF IVV 0.04% S&P 500
Extended Market Fidelity Zero Extended Market Index Fund FZIPX 0.00% Fidelity U.S. Extended Investable Market Index
Fidelity Extended Market Index Fund FSMAX 0.045% Dow Jones U.S. Completion Total Stock Market Index [1]
Vanguard Extended Market Index Fund VEXAX 0.08% S&P Completion Index
Mid Cap Fidelity Mid Cap Index Fund FSMDX 0.025% Russell Mid Cap Index
Vanguard Mid Cap Index Fund VIMAX 0.05% CRSP US Mid Cap Index
iShares Core S&P Mid-Cap ETF IJH 0.07% S&P MidCap 400 Index
Small Cap Fidelity Small Cap Index Fund FSSNX 0.025% Russell 2000 Index
Vanguard Small Cap Index Fund VSMAX 0.05% CRSP US Small Cap Index Index [2]
iShares Core S&P Small-Cap ETF IJR 0.07% S&P SmallCap 600 Index
Real Estate Fidelity Real Estate Index Fund FSRNX 0.07% Dow Jones U.S. Select Real Estate Securities Index
Fidelity MSCI Real Estate Index ETF FREL 0.084% MSCI USA IMI Real Estate Index
iShares Core U.S. REIT ETF USRT 0.08% FTSE NAREIT Equity REITS Index
Vanguard Real Estate Index Fund VGSLX 0.12% MSCI US Investable Market Real Estate 25/50 Index
International Stocks
Total International Stock Market Fidelity ZERO International Index Fund FZILX 0.00% Fidelity Global ex US Index (excludes small caps)
Fidelity Total International Index Fund FTIHX 0.06% MSCI ACWI ex USA IMI Index
iShares Core MSCI Total International Stock ETF IXUS 0.10% MSCI ACWI ex USA IMI Index
Vanguard Total International Stock Index VTIAX 0.11% FTSE Global All Cap ex US Index
Developed Markets [note 1] Fidelity International Index Fund FSPSX 0.045% MSCI EAFE Index (excludes small caps)
iShares Core MSCI International Developed Markets ETF IDEV 0.05% MSCI WORLD ex USA IMI Index
Vanguard Developed Markets Index Fund VTMGX 0.07% FTSE Developed All Cap ex US Index
iShares Core MSCI EAFE IEFA 0.08% MSCI EAFE IMI Index
Emerging Markets Fidelity Emerging Markets Index Fund FPADX 0.08% MSCI Emerging Markets Index (excludes small caps)
Vanguard Emerging Markets Index Fund VEMAX 0.14% FTSE Emerging Markets All Cap China A Inclusion Index
iShares Core MSCI Emerging Markets IEMG 0.14% MSCI Emerging Markets IMI Index
US Bonds
Short-Term Treasury Fidelity Short-Term Treasury Bond Index Fund FUMBX 0.03% Bloomberg Barclays 1-5 Year U.S. Treasury Index
Vanguard Short-Term Treasury Index Fund VSBSX 0.07% Bloomberg Barclays US Treasury 1–3 Year Bond Index
iShares 1-3 Year Treasury Bond ETF SHY 0.15% ICE U.S. Treasury 1-3 Year Bond Index
Intermediate-Term Treasury Fidelity Intermediate Treasury Bond Index Fund FUAMX 0.03% Bloomberg Barclays 5-10 Year U.S. Treasury Bond Index
Vanguard Intermediate-Term Treasury Index Fund VSIGX 0.07% Bloomberg Barclays US Treasury 3–10 Year Bond Index
iShares 3-7 Year Treasury Bond ETF IEI 0.15% ICE U.S. Treasury 3-7 Year Bond Index
iShares 7-10 Year Treasury Bond ETF IEF 0.15% ICE U.S. Treasury 7-10 Year Bond Index
TIPS Fidelity Inflation-Protected Bond Index Fund FIPDX 0.05% Bloomberg Barclays U.S. TIPS Index
Vanguard Inflation Protected Securities Fund VAIPX 0.10% [note 2] Not an index fund
iShares TIPS Bond ETF TIP 0.20% Bloomberg Barclays U.S. TIPS Index
Long-Term Treasury Fidelity Long-Term Treasury Bond Index Fund FNBGX 0.03% Bloomberg Barclays US Long Treasury Bond Index
Vanguard Long-Term Treasury Index Fund VLGSX 0.03% Bloomberg Barclays U.S. Long Treasury Index
iShares 20+ Year Treasury Bond ETF TLT 0.15% ICE U.S. Treasury 20+ Year Bond Index
Aggregate Bond Fidelity U.S. Bond Index Fund FXNAX 0.025% Bloomberg Barclays U.S. Aggregate Bond Index
Vanguard Total Bond Market Index Fund VBTLX 0.05% Bloomberg Barclays U.S. Aggregate Float Adjusted Index
iShares Core U.S. Aggregate Bond ETF AGG 0.05% Bloomberg Barclays US Aggregate Bond Index
International Bonds
ex-US Aggregate Bond Fidelity International Bond Index Fund FBIIX 0.06% Bloomberg Barclays Global Aggregate ex-USD Float Adjusted RIC Diversified Index (USD Hedged)
iShares Core International Aggregate Bond ETF IAGG 0.09% Bloomberg Barclays Global Aggregate ex USD 10% Issuer Capped (Hedged) Index
Vanguard Total International Bond Index Fund VTABX 0.11% Bloomberg Barclays Global Aggregate ex-USD Float-Adjusted Index (Hedged)
Balanced Funds
Target-date funds Fidelity Freedom® Index Funds Various 0.12%
Vanguard Target Retirement Funds Various 0.13% - 0.15%
Fixed allocation funds Fidelity Four-in-One Index Fund FFNOX 0.11% 85/15 index fund
Vanguard LifeStrategy VASIX, VSCGX, VSMGX, VASGX 0.11% - 0.14% 20/80 to 80/20 allocations
iShares Core Allocation ETFs AOK, AOM, AOR, AOA 0.25% 30/70 to 80/20 allocations
  1. FTSE classifies Korea as a developed market, while MSCI classifies it as emerging. Canada is not included in EAFE indexes.
  2. Admiral Shares class fund has a $50,000 minimum investment. Investor-class fund VIPSX has a 0.20% ER and a $3,000 minimum
  1. See, Dow Jones US Total Stock Market Indexes Literature.
  2. Vanguard also offers the Vanguard Russell 2000 ETF.
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