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Best Fidelity Funds to Rollover A Standard IRA Into?
Posted on 12/14/15 at 6:51 pm
Posted on 12/14/15 at 6:51 pm
Friend of mine wants to leave Edward Jones b/c of her shitty financial planner. I told her to rollover to Fidelity and just pick the funds herself. Of course now she wants me to tell her what funds. Her job doesn't contribute ( it's a non-profit)so she's just putting aside a portion of each paycheck. She's 40 yrs old, so low-moderate risk investments.
Any recommendations?
Any recommendations?
3
Posted on 12/14/15 at 6:57 pm to SirSaintly
Why does it have to be fidelity funds?
Vwinx
Vtmfx
These are pretty decent.
Vwinx
Vtmfx
These are pretty decent.
Posted on 12/14/15 at 7:03 pm to Janky
Why not Fidelity?
Posted on 12/14/15 at 7:07 pm to Janky
Guess it doesnt have to be fidelity funds, but she's already started the process of transferring her IRA from Edward Jones to Fidelity. I told her to choose a target date fund since she's not really going to have the knowledge to sit there and assess her funds every month and change them up etc.
She said she'd like to spread it out over several funds. Can she get into other funds with a Fidelity account? I'd heard good things about the Fidelity contrafund. She's interested in the Fidelity tech fund.
I'm just not well versed on what would be a good moderate risk fund for a 40 yr old.
She said she'd like to spread it out over several funds. Can she get into other funds with a Fidelity account? I'd heard good things about the Fidelity contrafund. She's interested in the Fidelity tech fund.
I'm just not well versed on what would be a good moderate risk fund for a 40 yr old.
Posted on 12/14/15 at 7:13 pm to SirSaintly
Fidelity is fine but I don't think you are limited to fidelity funds. Contrafund is a good fund but when you pair it with a tech fund you are leaving the moderate area and moving towards growth or more.
Posted on 12/14/15 at 9:09 pm to SirSaintly
I have done well with Contrafund. Fidelity Nasdaq Composite fund is another good one that will give her some exposure to the tech sector.
Posted on 12/16/15 at 2:33 pm to Janky
Fidelity has its Spartan index funds which are comparable to Vanguard index funds:
https://www.fidelity.com/mutual-funds/fidelity-funds/why-index-funds
The Spartan 500 index fund (FUSEX) has lower fees compared to Vanguard 500 index fund (VFINX).
My preference is to buy Vanguard ETFs in my Fidelity account. This is good if you're buying large chunks at a time (couple thousand) so the comission is negligible.
Otherwise stick to the funds. Though u can buy/sell many iShares ETFs on Fidelity for free.
https://www.fidelity.com/mutual-funds/fidelity-funds/why-index-funds
The Spartan 500 index fund (FUSEX) has lower fees compared to Vanguard 500 index fund (VFINX).
My preference is to buy Vanguard ETFs in my Fidelity account. This is good if you're buying large chunks at a time (couple thousand) so the comission is negligible.
Otherwise stick to the funds. Though u can buy/sell many iShares ETFs on Fidelity for free.
Posted on 12/16/15 at 7:47 pm to SirSaintly
If you are going to buy a bunch of index funds that start with v, open a vanguard account
Posted on 12/17/15 at 6:21 am to Porker Face
The OP said low to moderate investments.
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