What to look for in a fund
When it comes to building a portfolio, you need to make it personal. Your finances, goals, timeline, and feelings about risk all play a role. Depending on your situation, different types of investments may make sense, including actively managed funds, and passive funds, or a mix of both.
Mutual fund or ETF?
Choosing between a mutual fund or ETF depends on your strategy and goals.
- Both mutual funds and ETFs can offer exposure to a diversified basket of securities.
- Consider differences in pricing, trading, holding-period return, tax implications, and potential for outperformance.
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How to choose a fund
When it comes to choosing a fund, start with your strategy and pull together different options to meet your goals.
- Consider which type of investments make sense for your goals, timeline, and feelings about risk.
- Look at the cost, performance, and risk of an investment, but don't focus too much on recent results.
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Next steps to consider
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Views expressed are as of the date indicated and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author, as applicable, and not necessarily those of Fidelity Investments.
Investment decisions should be based on an individual’s own goals, time horizon, and tolerance for risk.
Past performance is no guarantee of future results.
Diversification and asset allocation do not ensure a profit or guarantee against loss.
Stock markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. Investing in stock involves risks, including the loss of principal.
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