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Fidelity Mutual Fund Expense Ratio

Fidelity Index Fund · · $ billion ; Fidelity Large Cap Growth Index Fund · · $ billion ; Fidelity Growth & Income Portfolio · · $ Index funds have always been cheap, with fees ranging from about percent to as little as percent. But their costs hit bottom with the launch last. While fees vary, the average equity mutual fund management fee is about %. Mutual funds and ETFs can be either actively or passively managed. Active. The total annual operating expense ratio includes a program manager fee of % for Fidelity Index Funds portfolios, % for Fidelity Funds portfolios, %. View all of Fidelity's mutual funds and start Expense Ratio. Fee Level. Distribution. Share Class Type. Minimum Initial Investment.

Mutual Funds (0). Search Criteria - - - Stocks (0). Company, Country Expense Ratio (MER), %. Load Type, No Load. Morningstar Ratings. Morningstar. Expense ratio: percent. That means every $10, invested would cost $20 annually. 5-year annualized return: percent. Who is it good for?: Great for. The expense ratio of a stock or asset fund is the total percentage of fund assets used for administrative, management, advertising, and all other expenses. No matter your investing style, the best Fidelity mutual funds offer solid active management at relatively low costs fee, and some have expense ratios as low. The asset-weighted OER ratio for passively managed mutual funds is %.3 OERs can range from % – %. Actively managed funds. Schwab Funds*2. Low expenses. Because their passively managed approach aims to replicate benchmark returns, index funds tend to have lower expense ratios compared to. Risk of this Type of Fund ; Share Class Inception · 05/04/ ; Exp Ratio (Gross) · 04/29/% ; Exp Ratio (Net) · 04/29/% ; NAV · 08/29/$ Fees & Expenses ; Front load, 0% ; Deferred load, N/A ; Max. redemption fee, N/A ; Total expense ratio, % ; 12 b-1, N/A. Explore professional advice We offer expert help at the low cost you'd expect from Vanguard. *Vanguard Target Retirement Funds average expense ratio: %. Fees. Fidelity® Index Fund has an expense ratio of percent. Net Expense Ratio. Category Average: %*. Management. Category Average: Exp Ratio (Gross) · 03/01/% ; Exp Ratio (Net) · 03/01/% ; NAV · 08/30/$ ; Turnover Rate · 01/31/% ; Portfolio Net Assets ($M) · 07/31/.

Fidelity ETFs ; FETH · Fidelity Ethereum Fund. Equity. $ ; FFLC · Fidelity Fundamental Large Cap Core ETF. Equity. $ WAER is an average net expense ratio for the mutual funds and ETFs held in investment accounts, expressed as a percentage of the value of all holdings in those. $ commission applies to online US equity trades, exchange-traded funds (ETFs), and options (+ $ per contract fee) in a Fidelity retail account. How is it calculated? This Morningstar data point compares the fund's net expense ratio to the net expense ratio of all the other funds within its Morningstar. With a net expense ratio of just %, this fund ranks as one of Fidelity has offered international funds with low expense ratios for a long time. FXAIX boasts one of the lowest expense ratios in Fidelity's lineup at just %. This, combined with its low portfolio turnover rate of 2%, makes FXAIX a. In , the average expense ratio for equity mutual funds was %; for bond mutual funds, it was %. Among ETFs, the average expense ratio in was 0. Exp Ratio (Gross) · 06/29/ · % ; Exp Ratio - Annual or Semi-Annual Report (Net) · 04/30/ · % ; Distribution and/or service fee(12b-1) Fees · %. Exp Ratio (Gross) · 06/29/% ; Exp Ratio (Net) · 06/29/% ; NAV · 08/30/$ ; Turnover Rate · 04/30/% ; Portfolio Net Assets ($M) · 07/31/.

Many of the best index funds have expense ratios below %. Motley Fool Issues Rare “All In” Buy Alert. The expense ratios are% and%, respectively. After the end of the year, it is to my understanding that these expense ratios are paid as a. Fidelity Index FXAIX · NAV / 1-Day Return / + % · Total Assets Bil · Adj. Expense Ratio. % · Expense Ratio % · Distribution Fee Level. As of June 30, , Invesco QQQ had an overall rating of 5 stars out of large-cap growth funds for a year period, based on risk-adjusted return. The expense ratio is calculated by dividing a mutual fund's operating expenses by the average total dollar value of all the assets in the fund. Expense ratios.

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