Fund Tracker
 Share
The version of the browser you are using is no longer supported. Please upgrade to a supported browser.Dismiss

 
View only
 
 
Still loading...
ABCDEFGHIJKLMNOPQRSTUVWXYZAAABACADAEAFAGAHAIAJAK
1
2
3
I created a spreadsheet using the Google Finance function for all of what I thought were the important attributes of each fund.
4
5
This information is pulled from Google and looks to be more up to date than what is shown on the Fidellty page
6
7
The default sort shows the lowest to highest in Expense ratios
8
9
As an example, the expense ratio for someone invested $20,000 in a fund shows a huge difference between the fund with the smallest and the largest expense ratios
10
#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A#N/A
11
12
$20,000.00
13
14
Expense Ratio$$
15
0.05%$10Difference
16
1.93%$386$376
17
18
I would use this information to help narrow down your selections as you look at migrating to Fidelty. This information should only be used in conjunction with review of the Prospecus and consulting with your Financial Planner.
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
Loading...
 
 
 
Overview
Sample Funds