The Fidelity Freedom Blend 2050 Fund is composed of other Fidelity funds, including the Fidelity Large Cap Value Index Fund, the Fidelity International Growth Fund and the Fidelity Investment Grade Bond Fund. If you need a bond fund to round out your buy-and-hold portfolio, you may consider the Fidelity Flex U.S. Fidelity Contrafund. This fund seeks both income and capital growth through investments in equity and debt securities. Do You Know How Much You're Really Paying for Your Mutual Funds? Fidelity, he points out, was one of the first fund managers to introduce market index funds with a zero expense ratio. Page Industries 27,244.00 1354.45. 11, 2020, Paulina Likos and Ellen ChangOct. Invest with a world leader in mutual funds * and you put a global network of 350+ research professionals and one of the largest research departments in the industry to work for you. FBCGX may be one of the best Fidelity funds to own over the long term because of its heavy allocation to the tech and consumer discretionary sectors. He is a Certified Financial Planner, investment advisor, and writer. By. Balanced Funds invest in a mix of stocks, bonds and cash, which is why they are … These are the best Fidelity funds by performance for your Fidelity 401(k). Fidelity. Which Technology Funds Are Best to Buy Now? Rebecca Lake and Debbie CarlsonDec. "Why Invest in Fidelity Index Funds," Dec. 3, 2019. "If your strategy is to buy and hold, the importance of a transparent and low-cost basis cannot be understated," says Scott San Emeterio, founder and CEO of BallStreet Trading. Full Bio. They can be smart investment choices for investors who want to invest in just one fund or those who would like a solid core holding to build around. Fidelity. Fidelity offers so many high quality mutual funds, it's not easy narrowing down their roster of outstanding funds. Fidelity is chock full of good funds that invest in growing companies, and Fidelity Blue Chip Growth is one of its best. Fidelity OTC Portfolio (ticker: FOCPX) This five-star Morningstar-rated fund is among the best-performing large growth Fidelity funds in the past decade. While Fidelity may be best known for their outstanding actively-managed funds, they also offer some of the cheapest index funds available on the market. Read The Balance's editorial policies. T. Rowe Price funds are a great way to add diversification to a retirement portfolio. Fidelity Blue Chip Growth K6 Fund (ticker: California Do Not Sell My Personal Information Request. ", Fidelity ZERO Large Cap Index Fund (FNILX). Fidelity. Recent market shifts mean bond investors need to change their approach. Another key feature is a 3% holdings turnover ratio, which can suit a buy-and-hold strategy if you're looking to invest for the long haul. Kent Thune is the mutual funds and investing expert at The Balance. Investors can add these new exchange-traded funds to a portfolio. FAGIX is one of the best Fidelity funds for dividends, with a 4.11% yield and a 10-year average return of 7.07%. 7 Best Fidelity Mutual Funds to Buy and Hold. Buy-and-hold investing is a long-term play. Top holdings include four of the five FAANG companies – excluding Netflix (NFLX) – and companies such as Johnson & Johnson (JNJ) and Visa (V) also make an appearance. Aggregate Bond Index, Fidelity Strategic Dividend & Income Fund. Here are four actively-managed funds from Fidelity that tend to outperform their respective benchmark index, especially in the long run (i.e. "Fidelity Growth Company Fund," Accessed Dec. 3, 2019. Although they offer more than 30 index funds, we'll highlight three of their best passively-managed offerings here: Balanced funds invest in a balance of stocks, bonds and cash, hence the "balanced" moniker. Editor’s note: “7 Best of the Best Fidelity Funds to Buy” was previously published in September 2020. "Beat the Benchmark," Accessed Dec. 3, 2019. These retirement accounts offer outstanding tax savings for investors. FEATURED FUNDS ★★★★★ Axis Bluechip Fund Direct … Fidelity Blue Chip Growth K6 Fund (ticker: FBCGX), Blue-chip stocks could be attractive for a buy-and-hold strategy if you're interested in companies with outstanding growth potential. | ET Mutual Funds News. Short-duration bond funds can still offer income investors some yield. Vanguard has a mix of popular bond mutual funds and ETFs. Charles P. Jones and Gerald R. Jensen. The Fidelity Total Market Index Fund offers a low expense ratio of 0.01% and on a 10-year average basis has returned 13.68% to investors. Fidelity. The Fidelity ZERO Large Cap Index Fund aims to mimic the performance of the total return of large-cap U.S. companies. 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