5 Best Fidelity Index Funds To Buy and Hold Forever

In this video, we'll go over the 5 best Fidelity Index Funds to invest in. These are the top index funds from Fidelity that you can buy and hold forever to help you reach Financial Independence sooner. 100% of my investment portfolio is loaded up with index funds just like these because they're simple, reliable, and can easily double, triple, or even quadruple in price if you hold them for long periods of time.

I always suggest buying and holding these index funds for as long as possible because the stock market is very volatile in the short term. If any of these investments happen to underperform in the short term then don't automatically sell off your positions. Patience is the most important part of investing.

You can use any of these funds to build a 2 and 3 fund portfolio.

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Fidelity 500 Index Fund FXAIX - This fund tracks the S&P 500 which is made up of the 500 largest U.S. stocks, based on market cap. FXAIX is for anyone who is looking to match the performance of those largest U.S. stocks. Because they make up 80% of the total U.S. market cap, they’re what really moves the markets.

Fidelity Total Market Index Fund FSKAX - FSKAX does exactly what the name says- invests in the total U.S. stock market. That means your money is invested among pretty much every U.S.-based stock out there. This fund is for the person who wants the stability that comes with investing into those biggest 500 companies while still gaining exposure to those up-and-coming mid and small-cap stocks as well.

Fidelity Total International Index Fund FTIHX - The Fidelity Total International Index Fund is just like the Total U.S. Index fund except the international fund holds stocks that exist outside of the United States. This fund seeks to provide investment results that match the total return of foreign developed and emerging stock markets. FTIHX specifically tracks the MSCI All Country World Index ex USA, which covers about 85% of global equities outside of the United States. By investing in FTIHX your money is diversified among different countries, regions, sectors, and even currencies.

Fidelity U.S. Bond Index Fund FXNAX - It tracks the Bloomberg U.S. Aggregate Bond Index which holds a mixture of U.S. Treasuries, corporate bonds, and mortgage-backed securities. If you’re someone who is building a 3 fund portfolio then you’re going to need a bond fund. This is a great index fund to fill the gap in that type of strategy.

Fidelity Real Estate Index Fund FSRNX - If you're looking to invest in a real estate fund then don't choose this Fidelity fund because it's not that good. Instead, invest in the Vanguard Real Estate ETF VNQ. You can purchase that index fund on the Fidelity investment platform.

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Disclaimer: This video is for entertainment purposes only. Everyone's situation is different so do your own research before making any decisions with your money. If you need help then contact a Certified Financial Fiduciary before trying anything that is mentioned in this video. I prefer a Fiduciary financial advisor that charges an hourly fee as opposed to an ongoing fee based on a % of your portfolio. Always remember that incentives determine the type of advice they give you so one that charges an hourly fee is less likely to be problematic.

#Fidelity #Investing #IndexFunds

[JarradMorrow]

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[natebruno]

Brad sent me here. Love me some index funds!!

[vanessagomez]

I am so grateful I came across to your videos, I am a new investor and watching your videos has given me a good outlook of the stock market. I love the way you layout everything, I can understand it better so thank you!!

[coreypetitt]

@JarradMorrow - If I have my money in Fidelity, does it just make sense to buy Fidelity’s index funds instead of Vanguard’s? For example, if I want to buy VOO should I just buy FXAIX and pay less expense ratio? That is what I am having trouble with. Convenience is telling me Fidelity but I want to make sure I’m not missing out on something Vanguard provides in VOO that Fidelity doesn’t in FXAIX. Thanks!

[kwzstorytelling]

Thanks, Jarrad! Your presentation is clear and thorough. Lots of great info! Thanks for covering the downsides.

[LJ-ujvq]

I'm a single mother, 36, and am just now contributing to 401k as my job offers Fidelity. I'm reading the pamphlet provided, and it's all overwhelming, I don't know which investment I should choose even after listening to this video. I thought about just doing Robinhood... I may be working until I die, but I want my children to be OK.

[heinfinance]

Great video with great explanation! I like those animated stats too! I am also using Fidelity as my main brokerage account

[dexterking]

I’m working on my second 401k from NORA they are offering Fidelity top funds I like the index

[floridaboy]

Good content . My fidelity favorites are FSKAX, FISVX ( small cap), FISMX ( mid cap), and FTIHX ( Total International ).

[Theninjas]

I wish I had this type of knowledge. We appreciate you 🙏

[jacobboone]

Phenomenal video!! Very in depth but not to the point of confusion. Perfect for my level of understanding. Thank you!

[MarcoMayor]

Any pro or con to going FSKAX vs VTSAX?

[auricgoldfinger]

Choose 2 and only 2. One S&P 500 or total U S market ( I prefer S&P 500 because of more favorable tax ramifications, although this can be argued).
Then one bond fund - intermediate duration, muni treasury, corporate or mixed, depending on tax bracket.
No international needed. The S& P gets over 40% of its profits from outside the USA. Political unknowns and currency fluctuations make internationals less necessary and desirable.
But what do I know. I’ve only done this for 40 years

[beauneo]

Love the video as a fidelity customer. Love it even more that there is zero hype and a straight forward presentation!

[ncmay]

Thank you for such a clear explanation! Subscribed!

[LindaDulcinea]

Your videos are excellent and so are your thoughtful responses to questions in the comments. I just subscribed!

[bobm.]

Great video. Just starting to look into investing, and need good advice. Thanks for your help.

[lifeisgreat]

I’m currently holding fxaix, fsmex & fsmax.

[shareea]

Hi! Since the VNQ is an ETF rather than a mutual fund based index fund, does that mean I have to monitor and trade daily or can I hold on to in for retirement like I would for a more traditional index fund? Sorry I am new to investing and am trying to figure it out. Sorry if that is a dumb question/makes no sense...

[akin]

At my current company, we have Fidelity for our 401k. I really like FXAIX in my 401k. Super low expense ratio, low barrier to entry, and easy to use.