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Fidelity Review

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 12 Months
Trend: growing
MOM change: 0.11%
 5 Years
Trend: growing
MOM change: 1.87%

Latest forum discussions

We tracked 372 total in the last 3 months

... I’m not sure about fidelity but the major wire houses... the advisory fee again maybe fidelity doesn’t touch this but... 'advisor.' He doesn't review her insurance policies, he doesn...
Published on 2021-06-23 in the Investing forum
This discussion is in English.
...posted for an all encompassing review. Questions below any feedback... here for ease of review) 5.8% Vanguard Cash Reserves...37% Rollover IRA at Fidelity: 2.88% Fidelity® U.S. Bond... available: 401K Employer at Fidelity: Fidelity ® Growth Company Commingled Pool...Class K (FBGKX) .7% Fidelity® Diversified International Commingled Pool ... . 045% Rollover IRA at Fidelity – all funds available Funds available...
Published on 2021-05-08 in the Personal Investments forum
This discussion is in English.
...posted for an all encompassing review. Questions below any feedback... here for ease of review) 5.8% Vanguard Cash Reserves...37% Rollover IRA at Fidelity: 2.88% Fidelity® U.S. Bond... available: 401K Employer at Fidelity: Fidelity ® Growth Company Commingled Pool...Class K (FBGKX) .7% Fidelity® Diversified International Commingled Pool ... . 045% Rollover IRA at Fidelity – all funds available Funds available...
Published on 2021-05-08 in the Personal Investments forum
This discussion is in English.
... you could help to review the plan before I take... (not invested yet) 401k Fidelity (total 20%) 7% US EQUITY... Roth IRA at Fidelity (total 15%) 9% Fidelity US stock large cap... 0-0.015%) 4% Fidelity International Stocks index fund (FZILX... IRA (spousal) at Fidelity (total: 10%) 8% Fidelity US stock large cap.../FZILX/FZNAX (Fidelity Zero Total Market/Fidelity Zero Total International/Fidelity US bond)...
Published on 2021-06-17 in the Personal Investments forum
This discussion is in English.
... you could help to review the plan before I take... (not invested yet) 401k Fidelity (total 20%) 7% US EQUITY... Roth IRA at Fidelity (total 15%) 9% Fidelity US stock large cap... 0-0.015%) 4% Fidelity International Stocks index fund (FZILX... IRA (spousal) at Fidelity (total: 10%) 8% Fidelity US stock large cap.../FZILX/FZNAX (Fidelity Zero Total Market/Fidelity Zero Total International/Fidelity US bond)...
Published on 2021-06-17 in the Personal Investments forum
This discussion is in English.
... nervous to have you review my portfolio. Here’s what...towards early retirement bridge) 5% FIDELITY TOTAL MARKET (FSKAX) (0.015...VHYAX) (0.08%) 401k at Fidelity 19% Fidelity sp 500 index (FXAIX) (0... (FXNAX)(0.025%) 1% Fidelity Inflation Protected Bond Index (FIPDX)(... 10% FXNAX Roth IRA at Fidelity 2% Fidelity sp 500 index (FXAIX) (0....015%) Rollover IRA at Fidelity 33% Fidelity sp 500 index (FXAIX) (0...
Published on 2021-06-03 in the Personal Investments forum
This discussion is in English.
... nervous to have you review my portfolio. Here’s what...towards early retirement bridge) 5% FIDELITY TOTAL MARKET (FSKAX) (0.015...VHYAX) (0.08%) 401k at Fidelity 19% Fidelity sp 500 index (FXAIX) (0... (FXNAX)(0.025%) 1% Fidelity Inflation Protected Bond Index (FIPDX)(... 10% FXNAX Roth IRA at Fidelity 2% Fidelity sp 500 index (FXAIX) (0....015%) Rollover IRA at Fidelity 33% Fidelity sp 500 index (FXAIX) (0...
Published on 2021-06-03 in the Personal Investments forum
This discussion is in English.
...His 401(K): 16.47% Fidelity TOTAL STOCK MKT IDX 2... MKT IDX 4.85% Fidelity TOTAL BOND MARKET 4.54...VALUE His HSA: 0.82% Fidelity TOTAL MARKET INDEX FUND His... MKT IDX 6.62% Fidelity TOTAL BOND MARKET 6.20...BOND Her HSA: 2.98% FIDELITY TOTAL MARKET INDEX FUND Her...61%) _______________________________________________________________ Questions: General Portfolio review. Any suggestions? Overall comments? I...
Published on 2021-04-23 in the Personal Investments forum
This discussion is in English.
...His 401(K): 16.47% Fidelity TOTAL STOCK MKT IDX 2... MKT IDX 4.85% Fidelity TOTAL BOND MARKET 4.54...VALUE His HSA: 0.82% Fidelity TOTAL MARKET INDEX FUND His... MKT IDX 6.62% Fidelity TOTAL BOND MARKET 6.20...BOND Her HSA: 2.98% FIDELITY TOTAL MARKET INDEX FUND Her...61%) _______________________________________________________________ Questions: General Portfolio review. Any suggestions? Overall comments? I...
Published on 2021-04-23 in the Personal Investments forum
This discussion is in English.
... fall outside the typical portfolio review so please bear with me...86K Fidelity Blue Chip Growth – FBGRX 74K Fidelity Contrafund – FCNTX 73K Fidelity Growth... Company – FDGRX 109K Fidelity Low ...Stock – FLPSX 35K Fidelity Select Biotechnology – FBIOX 38K Fidelity Select Software &....33%) His Rollover IRA at Fidelity 17% Fidelity Blue Chip Growth – FBGRX...
Published on 2021-04-22 in the Personal Investments forum
This discussion is in English.
... fall outside the typical portfolio review so please bear with me...86K Fidelity Blue Chip Growth – FBGRX 74K Fidelity Contrafund – FCNTX 73K Fidelity Growth... Company – FDGRX 109K Fidelity Low ...Stock – FLPSX 35K Fidelity Select Biotechnology – FBIOX 38K Fidelity Select Software &....33%) His Rollover IRA at Fidelity 17% Fidelity Blue Chip Growth – FBGRX...
Published on 2021-04-22 in the Personal Investments forum
This discussion is in English.
.... I have never had anyone review my portfolio and don't... it to pay someone to review it. So, I am hoping... retirement assets: Taxable $5K at Fidelity 20% Fidelity Zero International Index (FZILX) 50... Total Market Index (FZROX) 30% Fidelity US Index Bond Fund (FXNAX) ... contributions including agency match. Annual Fidelity contributions: $1,200 same allocation...
Published on 2021-05-22 in the Personal Investments forum
This discussion is in English.
.... I have never had anyone review my portfolio and don't... it to pay someone to review it. So, I am hoping... retirement assets: Taxable $5K at Fidelity 20% Fidelity Zero International Index (FZILX) 50... Total Market Index (FZROX) 30% Fidelity US Index Bond Fund (FXNAX) ... contributions including agency match. Annual Fidelity contributions: $1,200 same allocation...
Published on 2021-05-22 in the Personal Investments forum
This discussion is in English.
... center and found today fidelity responded to a message ...deleted my name from fidelity's message. From:Fidelity To: Topic: ...the Executive Office for our review, and I appreciate the ...with appropriate staffing levels, and review this on a continuous basis.... impacted your relationship with Fidelity. We value your comments about...suggestions and critiques to make Fidelity even better. Mr. , if...
Published on 2021-03-29 in the Closed-End Funds forum
This discussion is in English.
... center and found today fidelity responded to a message ...deleted my name from fidelity's message. From:Fidelity To: Topic: ...the Executive Office for our review, and I appreciate the ...with appropriate staffing levels, and review this on a continuous basis.... impacted your relationship with Fidelity. We value your comments about...suggestions and critiques to make Fidelity even better. Mr. , if...
Published on 2021-03-29 in the Closed-End Funds forum
This discussion is in English.
...you so much for your review. I have been a ...~100k -Vanguard ~ 290k -TSP ~160k -Fidelity ~160k -HSA ~13k -529 ~35k...24.1% His Prior 401k Fidelity Freedom Index 2045 Fund ER... 0.12% -Fidelity Series Total Market Index Fund... 54.10% -Fidelity Series Global ex US Index... Index Fund 6.68% -Fidelity Series Long-Term Treasury Bond...have retirement funds in Vanguard/Fidelity/TSP? What would be ...
Published on 2021-03-28 in the Personal Investments forum
This discussion is in English.
...you so much for your review. I have been a ...~100k -Vanguard ~ 290k -TSP ~160k -Fidelity ~160k -HSA ~13k -529 ~35k...24.1% His Prior 401k Fidelity Freedom Index 2045 Fund ER... 0.12% -Fidelity Series Total Market Index Fund... 54.10% -Fidelity Series Global ex US Index... Index Fund 6.68% -Fidelity Series Long-Term Treasury Bond...have retirement funds in Vanguard/Fidelity/TSP? What would be ...
Published on 2021-03-28 in the Personal Investments forum
This discussion is in English.
... portfolio review & I just got off the phone with my Fidelity rep..., so I'd like to get a general portfolio review... should I place taxable $? Fidelity rep said perhaps split 50/...
Published on 2021-05-24 in the Personal Investments forum
This discussion is in English.
... portfolio review & I just got off the phone with my Fidelity rep..., so I'd like to get a general portfolio review... should I place taxable $? Fidelity rep said perhaps split 50/...
Published on 2021-05-24 in the Personal Investments forum
This discussion is in English.