Fund Evaluator

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Build a Portfolio With Low–Cost Index Funds

Find a combination of Fidelity index funds that fits your needs

Fidelity offers six unique Target Assets Mixes. Investors should choose one based on their time horizon, risk tolerance, and financial situation. Use the slider below to see examples of the different target asset mixes. From the table, access a list of low-cost Fidelity index funds1 (and money market funds) that might help you achieve the desired combination in your portfolio.

Choose a Target Asset Mix

Select a target asset mix to see Fidelity index funds available in each category.


25%

Bond Index Funds

21%

International Index Funds

5%

Money Market Funds2

(please note money market funds are
not index funds)

About Money Market Funds

Single Index Fund
Solutions

Fidelity four–in–One Index Fund

Investing in a combination of four Fidelity stock and bond index funds (underlying Fidelity funds) using an asset allocation strategy designed for investors seeking a broadly diversified, index–based investment. The asset allocation of this fund approximates the “aggressive growth” target asset mix above.

¹ The Fidelity funds shown are for informational purposes only and are intended to illustrate one way an investor might combine various funds to achieve a desired asset allocation.Other investment alternatives having similar risk and return characteristics may be available. In applying a target asset mix to your individual situation, be sure to consider other assets, income or investments.

² An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the fund.

Before Investing in Index Funds
Consider your risk tolerance and investment amount and decide how closely you want to replicate your target asset mix before investing. You can also utilize Fidelity’s Hypothetical Trade Tool (log in required) to see how investing in index funds might affect your existing portfolio. Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments.

Before investing, consider the funds’ investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.

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