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RBS 056: Fidelity ZERO Funds--Free, But Are They Worth the Cost?

RBS 056: Fidelity ZERO Funds--Free, But Are They Worth the Cost?

FromThe Rob Berger Show


RBS 056: Fidelity ZERO Funds--Free, But Are They Worth the Cost?

FromThe Rob Berger Show

ratings:
Length:
25 minutes
Released:
Jul 20, 2022
Format:
Podcast episode

Description

Join the newsletter: https://robberger.com/newsletter/?utm... Click "Show More" to see Ad DisclosureFidelity launched its ZERO index funds in 2018 to much fanfare. As their names suggest, these funds carry no expense ratios, a first in the industry.As great as a “free” mutual fund may sound, however, many wonder whether there is a catch. Recently a viewer named Samir asked the following questions:"Could you please share your thoughts on Fidelity ZERO funds vs their fee based funds?Fidelity ZERO International Index Fund (FZILX)Fidelity ZERO Total Market Index Fund (FZROX)Fidelity ZERO Large Cap Index Fund (FNILX)Fidelity ZERO Extended Market Index Fund (FZIPX)Is FNILX + FZIPX = FZROX ?ZERO funds have no fees, but other than cost, do you see any reason why one should invest in fee based instead of zero funds?If you could please create video and share your thoughts, that would be very helpful."Let’s dive into the details to get a better understanding of the Fidelity ZERO funds.
Released:
Jul 20, 2022
Format:
Podcast episode

Titles in the series (100)

Personal finance for smart people by the host of the Dough Roller Money Podcast. Rather than forcing you into a one-size-fits-all financial plan, we discuss the tools, resources, and strategies that will empower you to make the best money decisions for you and your family.