Because of that size, it offers a big menu of cheap index mutual funds and exchange-traded funds for investors. 10-year average annual returns: 11.61%Net expense ratio: 0.045%Risk: above average versus U.S. mid-cap blend category, Fidelity Real Estate Investment Portfolio (FRESX). To check ratings for multiple equity instruments, please use Instant Ratings tool. It’s not easy to find blue-chip companies with big growth potential; giants can only grow so much bigger, after all. Posted on September 26, 2019 March 25, 2020 by Jeremy Schneider. It beats the 13.4% annualized gain in the S&P 500, too. So while FNCMX is another high performer, order this one with a side of diversification for a less volatile retirement. 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However, looking at FBGRX, the fund is also a large … 6:13p. 10-year average annual returns: 15.66%Net expense ratio: 0.8%Risk: above average versus U.S. large growth category, Fidelity Nasdaq Composite Index Fund (FNCMX). Learn everything about SPDR Gold MiniShares Trust (GLDM). Copyright © 2020 by WTOP. Fidelity Investments is a powerhouse in retirement planning. You may also want to check out the following FXAIX comparisons that investors often look for on Finny. Put another way: equal weight funds are a better diversification of your resources, and diversification is the point of index investing. "This is a smart and extremely cheap way to get diversified access to large United States companies," he says.Fidelity Total Market Index Fund (FSKAX)This is a broad market fund following the Dow Jones U.S. Total Stock market, and it holds more than 3,000 stocks. FZROX vs VTSAX: The hidden cost of Fidelity’s zero fee index funds. FNCMX holds 2,065 of them. FWIW, having read Bogle’s “Clash of Cultures: Investment vs. Speculation”, the Vanguard founder does not think highly of ETFs. The fund aims to track the performance of the Nasdaq, which includes more than 3,000 stocks. FBGRX - Fidelity Blue Chip Growth FBIDX - Fidelity INV:Spartan US Bond Index Fund FBIFX - Fidelity Freedom Index Fund 2040-W FBIOX - Fidelity Sel Biotechnology ... FXAIX - Fidelity INST:AdvntSp 500 Index Fund FXIFX - Fidelity Freedom Index Fund 2030-W Over half of the portfolio’s assets are in its top 10 holdings, but then with only 44 companies in the entire portfolio, this isn’t too surprising. There are 509 stocks in the index, though, because some companies have more than one “class” of stock. Understanding VFINX Mutual Fund vs. SPY ETF Fees . OTC markets have more small- and medium-sized companies, which generally offer more growth opportunities. The Fidelity over-the-counter fund invests more than 80% of its portfolio in stocks trading in the Nasdaq composite index or over-the-counter markets. So shaken up, your portfolio may look nothing like you originally intended, which is why this is the best time to rebalance your retirement portfolio. Please check Fidelity Blue Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. From those criteria, management selects only the companies it feels offer above-average growth potential. Its fixed income is primarily investment-grade credit, U.S. Treasurys and mortgage pass-through securities. The amount of money that has flowed into S&P 500 exchange-traded funds in recent years concerns me. 2019 Fidelity Mutual Funds with HIGH returns. These are the best Fidelity funds by performance for your Fidelity 401(k). These are the best-performing Fidelity funds for retirement over the past decade. 10-year average annual returns: 15.47%Net expense ratio: 0.3%Risk: above average versus U.S. large growth category. * The dollar amounts represent funds' total assets under management held both within 401(k) plans and outside of 401(k)s, according to Morningstar. Investors should also note the fund’s top 10 holdings account for nearly 44% of the overall portfolio, which is in turn nearly 45% invested in the technology sector. FBGRX - Fidelity Blue Chip Growth FBIDX - Fidelity INV:Spartan US Bond Index Fund FBIFX - Fidelity Freedom Index Fund 2040-W FBIOX - Fidelity Sel Biotechnology ... FXAIX - Fidelity INST:AdvntSp 500 Index Fund FXIFX - Fidelity Freedom Index Fund 2030-W Buying stocks or ETFS that produce ever growing dividends is one of my favorite ways to create passive income. Chart. 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