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Fidelity Index Investing Review


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Fidelity Investments is a privately-held financial investment firm that offers retirement, brokerage, and wealth management services. The Boston-based firm’s brokerage products include mutual funds, stocks, bonds, and exchange traded funds (ETFs), among others. Fidelity also manages equity, fixed income, balanced mutual funds and invests in the public equity and fixed income markets across the globe.
 
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Fidelity Fund Characteristics

Fund Characteristics - 4.8 / 5

Fidelity offers mutual and exchange-traded (ETF) index funds that track the most widely used market indexes. Fidelity offers its own index funds, as well as access to other indexes. Investors can also search or select several different categories, including index funds that hold 4- and 5-star ratings by Morningstar; index funds by fund family, such as companies like Vanguard or Schwab; or Fidelity’s no transaction fee (NTF) funds. While many of the companies reviewed offer a similar fund finder, one feature we really liked about Fidelity is the ability to search out socially responsible funds. For clients who’d rather skip building their own portfolio of index funds, Fidelity allows users to buy a diversified portfolio containing a combination of four Fidelity stock and bond index funds.
Types of Index Funds Offered
S&P 500
Barclays Capital Aggregate Bond Index
Other
Minimum Investment
No account minimum

Fidelity Fees

Fees - 4.8 / 5

Fidelity made headlines in 2018 when it launched its fee-free, zero-expense ratio index mutual funds and no-account minimums. Among some of the firm’s perks is its no transaction fee (NTF) mutual funds and the hundreds of commission-free exchange traded funds (ETFs) it offers. For other funds, Fidelity does charge a commission of $4.95 for stock trade. It’s worth noting expense ratios and fees can range, so it’s important that potential investors do their own thorough research into the funds they choose. We encourage potential investors to also check out Fidelity’s daily fee list. Fidelity boasts no account minimums, but some managed accounts may have expenses that apply. So, we also encourage investors to check out Fidelity’s pricing list .
Trade Fees
$4.95 for stock trade

Fidelity Financial Strength

Financial Strength - 4.8 / 5

Founded in 1946, Fidelity enjoys its reputation as an industry leader with over $2.5 trillion in global assets under management and over 20 million individual customers. In 2018, Fidelity Investments made Forbes "America's Largest Private Companies" list at number 17.
Total Assets Under Management
$2.5 trillion in global assets under management

Fidelity Reputation, Service, and Communication

Reputation, Service, and Communication - 4.8 / 5

Fidelity is SIPC insured and has only one complaint on the Consumer Financial Protection Board. As of December 2018, the company had 111 FINRA arbitrations and 20 regulatory events. The company offers around-the-clock customer service support by phone and chat. The company also has an investment solutions team. This is a free service that can offer clients recommendations for investments based on their goals.
# of FINRA Regulatory Events
20
# of FINRA Arbitrations
111
Consumer Financial Protection Board (CFPB) Complaints
1
Customer Support Hours
Customer support available by phone or chat 24/7
Modes of Communication
Phone
Chat

Company Profile

Full Name
Fidelity Index Investing
Company Website
https://www.fidelity.com
Headquarters
82 Devonshire Street, Boston, MA, 02109

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Top Rated
  • Seven index fund alternatives
  • Indexes mirroring the S&P 500, Russells, MSCIs, and many more
  • Detailed performance statistics and portfolio overviews
  • Low $2500 starting investment on all regular index fund accounts
  • Strong financial strength and outlook
  • Rated A+ by the BBB
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