Explore Fidelity mutual funds including low-cost index funds, Dave Ramsey’s strategy, ETF vs mutual fund comparisons, transaction fees, and fund update times. Learn how to choose and manage your Fidelity fund investments.
Someone asks:
Can someone explain to me the pros and cons of an ETF vs mutual fund. All of my 401k, IRA, and after tax brokerage are invested in Fidelity low cost index funds. What would be a reason I would look into ETFs?
What’s the di…
On August 12, 2024, Fidelity Investments implemented a significant change to its transaction fee structure, impacting investors who trade mutual funds from the Vanguard and Dodge & Cox fund families. The online trading fee for purchasing these funds has increased from $75 to $100 per transaction. What’s Changed? Previously, the online transaction fee for purchasing … Read more
Before building a portfolio based on Dave Ramsey’s investing strategy, you must decide which mutual funds to include. Assuming you have an account with Fidelity Investments, we have that list handy. Dave recommends spreading your investments evenly among the four categories listed below: Fidelity has a large selection of mutual funds that meet Dave Ramsey’s … Read more
As a community advisor, one of the questions I get asked often is, “What time do mutual fund update on Fidelity?” The answer to this question depends on the type of investment you’re looking at. For ETFs, Fidelity updates the price throughout the day (real-time reporting). This means that you can see changes to the … Read more
Someone asks:
Some mutual funds on Fidelity like FDGRX are being listed as “Closed to new investors.” Why is that?
Fidelity “Closed to new investors” Explained
There are some mutual funds that are just no longer accepting new investors…