Caterpillar Inc. CAT 76.50 60.447
Energen Corporation EGN 49.33 31.223
Fidelity®Equity-Inc… FEQIX 52.64 329.839
GeneraElectricCoany GE 30.88 355.177
Procter & Gamble Co PG 83.62 70.646
iShares Trust HDV 80.69 100.00
FidelitFreedom® 2010… FFFCX 14.80 2,875.58
BASF SE (ADR) BASFY 79.80* 88.00
Fidelity Spartan 500 Index Fund The Fidelity Spartan 500 Index Fund (FUSVX) is not only one of the largest mutual funds that tracks the Standard & Poor’s (S&P) 500 Index, it is also one of the cheapest. With a net expense ratio of just 0.05%, this fund ranks as one of the lowest-cost investments in the entire mutual fund universe. This expense ratio means that for every $1,000 invested in the fund, Fidelity charges just 50 cents per year in fees.
Fidelity NASDAQ Composite Index Fund Sometimes, the concept of low cost is relative. While the Fidelity NASDAQ Composite Index Fund’s (FNCMX) 0.29% expense ratio does not move this fund into the cheapest category, it is still among the cheapest tracking the NASDAQ Composite Index. This fund also holds the distinction of carrying a Morningstar five-star rating in the large-cap growth category.Fidelity Spartan International Index FundInternational mutual funds tend to have higher expense ratios due to the added cost of factors such as additional research and currency risk management. The 18-year-old Fidelity Spartan International Index Fund (FSIVX) tends to stick with larger global names to limit risk and has a net expense ratio of just 0.12%. It also ranks as one of the least expensive in the foreign blend fund category.Fidelity Spartan Mid Cap Index FundFidelity offers a particularly robust lineup of mid-cap fund choices with eight different mutual funds sporting a four-star or five-star Morningstar rating. The Fidelity Spartan Mid Cap Index Fund (FSCKX) is one of those, and with an expense ratio of 0.08%, it ranks as one of the cheapest.
Fidelity Spartan Real Estate Index Fund Real estate can be a notoriously risky place for investors to put their investment dollars to work, but the diversification benefits that come from adding this asset class to a diversified portfolio are notable. The Fidelity Spartan Real Estate Index Fund (FSRVX) has a relatively short history, but its 0.09% net expense ratio ranks among the lowest in the sector. It is worth noting this fund charges a 0.75% redemption fee for balances redeemed within 90 days.
Fidelity Spartan Inflation Protected Bond Index Fund Treasury inflation-protected securities (TIPS) are a relatively new addition to the investing landscape, but they have gained much interest from those seeking protection from economic risk. The Fidelity Spartan Inflation Protected Bond Index Fund (FSIYX) has not delivered much in the way of returns to investors due to the current low-rate, low-inflation environment, but it carries a four-star Morningstar rating and a 0.10% net expense ratio.
Fidelity Spartan Total Market Index Fund The Fidelity Spartan Total Market Index Fund (FSTVX) is similar to Fidelity’s Spartan 500 Index Fund, except this fund adds small-cap and mid-cap exposure to the mix. It makes an ideal core “all-in-one” portfolio holding and charges only 0.05% annually.