5 Best Fidelity Funds to Buy & Hold Forever

When choosing the best Fidelity funds to buy and hold forever, there are a few key factors you'll want to keep in mind. In this video, we'll walk you through five of our favorite options and explain why they might be perfect for your portfolio.

Timecodes:

0:00 - Intro
0:32 - Fidelity U.S. Bond Index Fund (FXNAX)
2:12 - Fidelity Total International Index Fund (FTIHX)
4:04 - Fidelity Zero Total Market Index Fund (FZROX)
6:05 - Fidelity Total Market Index Fund (FSKAX)
7:36 - Fidelity 500 Index Fund (FXAIX)

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DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.

[philly]

Can't go wrong tracking the S+P 500. FXAIX all day

[nman]

Just wanted to say how much I appreciate your well thought out videos with helpful, non-sensationalized content. Thank you for sharing your experience and knowledge!

[KT-cqgb]

Thank you Tae! My company just switched providers and this video helped me choose the best find for me.

[stephaniefythm]

<<Big ups to everyone working effortlessly trying to earn a living while building wealth. I’m 63 and my husband 65 we are both retired with over $3 million in net worth and no debts. Currently living smart and frugal with our money. Saving and investing lifestyle made it possible for us this early even till now we earn monthly through passive income

[jaybrown]

I find FXAIX, and FNCMX makes a great combination! I’ve tried international and emerging markets a few time but have found they go nowhere so I quit trying. I also like the ETF’s QQQ, IVV, DIA and VTI

[kameha]

Thank you..I just opened a fidelity Roth Ira for my son who is 15 wasn't sure what to start with but you helped alot..after watching 10 other channels..

[drewbaisden]

Well done. No nonsense, quickly summarized, straight to the pertinent points. The average investor with busy lives could benefit greatly from this and the Vanguard Best Funds Video. Subscribed and hit the alarm. Keep the videos coming.

[zachmartin]

my Roth IRA portfolio is 40% FXNAX (bonds), 40% FXAIX (Domestic), 20% FTIHX (International)

[michaelsmagicalmoments]

As if often said, "time in the market beats timing the market."

[korndawggy]

If you have the total market and the 500 fund, wouldnt that be over lapping because they would have the same funds in them?

[Javalipapere]

You really did a great, informative and professional video. Thanks

[peacefulyou]

I hold FSPTX only in my IRA. The returns I’ve been getting from this fund has been insane.

[tosilog]

Which funds should i put in my roth ira and brokerage account? Should i buy FXIAX for both accounts or just one?

[blackknight]

Thank you, Tae, for making this video.
I'm not partial towards Fidelity, but our unwillingness to switch to Vanguard is my family started with Fidelity so we don't want to close my parents' and startle them at their elderly age.

[Chesswiz]

How come suggestions of mutual funds never mention minimum investment amounts? Are there any on these funds?

[akin]

Good video! I like FSKAX more due to better dividends than FZROX. Dividends help during bad years like 2022.

[Bill]

If zero total market fund I has zero expense ratio why would one invest in S&P 500 FXAIX? Just curious. Thanks.

[jonathangrissinger]

I appreciate your content. Have you considered the Fidelity NASDAQ Composite Index Fund (FNCMX)? It may have a slightly higher expense ratio but performs higher than the S&P 500 and Total Market funds.

[JoseGonzalez-wqmm]

Good information i love your videos my Guy

[micalus]

Question I know the title says 5 funds to buy and hold forever. Do you mean we should have each of these 5 in our portfolio or Just 1 or 2 of the 5. The reason why I need some clarification is because you said at least 3 of them are similar. With the exception of the international 1 they are all pretty similar. Appreciate any feedback.