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Best Fidelity Funds for 401(k) Retirement Savers


Boston-based Fidelity is the second-biggest player in the 401(k) space, managing 20 funds that rank among the largest mutual funds in 401(k) assets, according to BrightScope, a firm that evaluates workplace savings plans.

Of those funds, four are index funds that mirror major market benchmarks, such as Standard & Poor’s 500-stock index. Another eight are target-date funds: portfolios of stocks and bonds designed to get more conservative over time.

We tackle the remaining eight funds, rating each “buy,” “sell” or “hold.” Symbols and expense ratios refer to the fund’s Investor share class, which may be different from (and more expensive than) the share class in your 401(k). Returns and data are as of Oct. 31; three- and five-year returns are annualized.

SEE ALSO: 25 Best Mutual Funds in 401(k) Retirement Plans


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