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Personal Finance Tip: Zero Fee Mutual Funds From Fidelity

Fidelity now has 4 mutual funds that do not charge a management fee or marketing fee. In fact, there is no fee to purchase them if bought directly from Fidelity.

Without a history there is no way to tell if they will perform well so investors should keep that in mind.

Fidelity® ZERO Large Cap Index Fund (FNILX)

  • Seeks to provide investment results that correspond to the total return of a broad range of large-capitalization U.S. companies.

  • There is a 0% expense ratio and no minimums to invest in FNILX.

Fidelity® ZERO Extended Market Index Fund (FZIPX)

  • Seeks to provide investment results that correspond to the total return of a broad range of mid- to small-capitalization U.S. companies.

  • There is a 0% expense ratio and no minimums to invest in FZIPX.

Fidelity® ZERO Total Market Index Fund (FZROX)

  • Seeks to provide investment results that correspond to the total return of a broad range of publicly traded companies in the US.

  • There is a 0% expense ratio and no minimums to invest in FZROX.

Fidelity® ZERO International Index Fund (FZILX)

  • Seeks to provide investment results that correspond to the total return of foreign developed and emerging stocks.

  • There is a 0% expense ratio and no minimums to invest in FZILX.

Richard Pon CPA, CFP