Fidelity no cost mutual funds
[PDF File]December, 2018 Q1: I understand Fidelity is making ...
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first self-indexed mutual funds with a zero expense ratio available to individual investors, total expenses on 21 of Fidelity’s stock and bond index mutual funds will be reduced and the funds will be simplified by offering the single lowest-cost share class to all investors (regardless of investment size).
[PDF File]THE FIDELITY PRIVATE PORTFOLIO SERVICE FUNDAMENTALS
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The Fidelity Private Portfolio Service is available for investors requiring federal tax-sensitive investment management1 for nonretirement accounts of $300,000 or more. The Fidelity Private Portfolio Service accepts and manages eligible individual securities and acceptable mutual funds that participate in Fidelity’s mutual fund supermarket.
[PDF File]Fidelity Freedom Index Target-Date Fund Series Report 020 40
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Morningstar evaluates mutual funds based on five key pillars, which its analysts believe lead to funds that are more likely to outperform over the long term on a risk-adjusted basis.
[PDF File]Fidelity Factor and Income Indices Methodology
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Fidelity U.S. Total Investable Market Index ... Mutual Funds . Data Availability Screens: • Include only stocks with market caps greater than zero . Liquidity / Investability Screens: 1. Exclude all stocks that do not have a float-adjusted market capitalization greater than $75 million
[PDF File]Fidelity Target Allocation Model Portfolios
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Models may have a lower cost share class available on a stand-alone basis for purchase outside of the Models, or that may be available to other types of investors. Use of the Models will result in the payment of fees to the Fidelity funds and Fidelity ETFs in the Models as provided for in the prospectus to each such investment product.
[PDF File]Simplified Prospectus dated January 8, 2018 Fidelity Funds
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management reports of fund performance at no cost by calling us at 1-800-263-4077, by sending us an e-mail at cs.english@fidelity.com (for assistance in English) or sc.francais@fidelity.com (for assistance in French) or by asking your financial advisor .
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