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.

Active and passive: the power of both

Both active and passive strategies offer potential benefits to investors.

  • Actively managed funds offer the potential for outperformance, while some index-tracking products provide low costs.
  • Many investors combine active and index strategies in their portfolios.

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Active and passive

Mutual fund or ETF?

Choosing between a mutual fund or ETF depends on your strategy and goals.

  • Mutual funds may offer automatic purchase plans, while ETFs may offer more flexibility.
  • Consider services, pricing, taxes, and the potential for out-performance.

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Mutual fund or ETF?

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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How to choose a fund

Next steps to consider

See how Fidelity's rich heritage, global investment research resources, and broad capabilities may help you.

Learn more about why Fidelity believes active management has a role to play for many investors.