3 Best Fidelity Index Funds To Supercharge Your Roth IRA

This video provides a detailed breakdown of the 3 Best Fidelity Index Funds To Supercharge Your Roth IRA. By combining these Fidelity Index Funds, you gain optimal diversification for a portfolio to build significant wealth over time. - Enjoy!

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⏰ Timestamps ⏰
00:00 Intro
01:34 FSKAX
06:08 FSPGX
07:48 FTIHX

FSKAX (Fidelity Total Stock Market Index Fund): This fund offers broad exposure to the entire U.S. stock market by tracking the Dow Jones U.S. Total Stock Market Index, covering small, mid, and large-cap stocks. With a low expense ratio of 0.015%, it has historically averaged about 9% annual returns since its inception in 1997, making it a strong foundational investment.

FSPGX (Fidelity Large Cap Growth Index Fund): This fund tracks the Russell 1000 Growth Index, focusing on large-cap growth companies like Apple, Microsoft, and Nvidia, with 49% allocated to the tech sector. It carries a slightly higher risk but offers significant growth potential, averaging 19.05% annual returns over the past five years.

FTIHX (Fidelity Total International Index Fund): This fund provides global diversification by tracking the MSCI All Country World Index (excluding the U.S.), covering over 5,000 holdings across developed and emerging markets. Though it offers exposure to international stocks, its average return since 2016 is 6.83%, with an expense ratio of 0.06%.

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Disclaimer: This content is for entertainment only and does not constitute legal, tax, or financial advice. It is for general informational purposes. The presenter is not a licensed professional. Viewers should consult their attorney, accountant, or financial advisor for advice on specific legal, tax, or financial issues.

[DannySully]

What investments do you prefer in your Roth IRA? - Enjoy!

[AlbertHenry-ew]

Smart move! Buying on dips can really help lower your average cost over time. What stocks are you targeting?

[HenryLopez-uwhy]

I’m 46 and just barely opened my Roth IRA 3 years ago. FSKAX is my only holding. I have 90 shares. I might start buying FTIHX for the diversification.

[motowncooking]

Out of curiosity since you invest in small and mid-cap separately what percent do you personally allocate to each one?

[ianscianablo]

Hey Danny. Hi. Will it cost me money to take my 3 ETF portfolio from Merrill Lynch Edge and shovel it into Fidelity? Does Fidelity have fractional shares? Can I automate DCA via paycheck for Fidelity? Thank you for all your hard work. I appreciate you.

[diamondzonmywrist]

Thank you for this video, it was really informative but please can anyone explain to me... I understand that a maximum of 7K can be deposited into a ROTH IRA this yr (2024), but what if you want to deposit more? what are your options after the 7K.. Anyone who knows please help, I am so confused. Thank you!!

[thekingslayer]

Can you do these funds for a Fidelity Rollover IRA?

[lizd.]

I use Fidelity for my optional 403b and since there are limited options, I went with 90% FXAIX and 10% FSPSX

[A_man_not_your_man]

My Roth is 100% SPY since I trade options to generate additional income. I leave dividends, international investing, and small caps in my taxable account. Great video!

[isidrorenteria]

Another great video Danny. I'm definitely going to consider these stocks you've mentioned. I want to diversify my portfolio as much as possible but at the same time not overdoing it. Thank you for all the information, thanks!!!!

[Ranger]

Im 60yrs old and have spaxx cash in my fidelity roth ira.I also have Fxaix.Any opinions or suggestions would be appreciated.Thx you much

[jhtadle]

Do I have to trade in this index funds if it's positive (green) price or red? Rookie here

[Meow-vosw]

Just starting off, My job has a 403b and it has two options. Employee pre tax or Roth, I have the Roth option for that. I just opened a Roth IRA. My question is is my 403b Roth option considered part of my 7000 max contribution, or is my 403b the 23, 000 max and my Roth IRA is 7000. Sorry if this sounds confusing.

[christianj.riverafigueroa]

I have FNILX 0 fee expend ratio 0% 💪💪💪