Fidelity offers zero expense funds

Oath DeltaWar
Aug 25, 2018 8 Comments

Just a heads up.


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TOP 8 Comments
  • LinkedIn Yearning
    Not sure if it is worth moving from vanguard to fidelity though. Vanguard index funds has performed better than similar index funds in Fidelity in the past.
    Aug 25, 2018 2
    • VMware / Eng

      VMware Eng

      Their respective SP500 funds are basically identical.

      But yeah, not worth the taxable event to move to Fidelity.
      Aug 25, 2018
    • LinkedIn Yearning
      You can still do an “in-kind transfer” from vanguard to fidelity and avoid taxation, but still, without knowing long-term performance of these fidelity zero funds, and given past performance of vanguard vs. fidelity funds, we don’t know who will be the winner. When fidelity zero has a long term history which turns out to beat similar funds in Vanguard, then maybe.
      Aug 25, 2018
  • Microsoft sqlguy
    Aug 25, 2018 0
  • Facebook cspee
    Beware loading. To pay for the fund they often hide a fee in the form of selling to you slightly higher than market and buying just below market... if you don’t trade often and have lots of long term price change, it’s insignificant.
    Aug 25, 2018 2
    • Microsoft sqlguy
      That’s more common mutual funds rather than index funds. A shares are the devil
      Aug 25, 2018
    • Tango Health / Eng WaterColor
      What is "A shares"?
      Aug 25, 2018
  • Microsoft 🔪 mkay
    Is there a way to see fund portfolio? In prospectus they vaguely say that they get stocks based on some criterias, but don't say what are they.
    Aug 25, 2018 0


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