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Fidelity Moderate ETF Portfolio

September 2016

This recommended investment portfolio is one of 20+ mutual fund portfolios that we've assembled for investors with different time horizons and risk-tolerance levels to consider. Visit our Portfolio Finder to see them all.

 
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Fidelity Moderate ETF Portfolio

Based on the Kiplinger ETF 20, our favorite exchange-traded funds.
 60% Stocks |  40% Bonds | 


 Data through May 31, 2019

FUND NAME SYMBOL % OF
PORTFOLIO
YTD
RETURN
1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
MAX LOAD EXPENSE RATIO
BondiShares Lehman Aggregate BondAGG30%4.8%6.37%2.45%2.66%3.72%none%0.04%
StockiShares Core Dividend Growth ETFDGRO58.956.9212.34none0.08
StockFidelityŽ MSCI Real Estate Index ETFFREL1017.2214.847.54none0.08
StockiShares S&P Small Cap 600 IndexIJR105.81-10.449.537.8314.28none0.07
StockiShares S&P 1500 IndexITOT2010.912.4411.539.3713.85none0.03
StockiShares Core MSCI Total International Stock ETFIXUS157.22-6.976.721.59none0.11
BondiBoxx $ Investment Grade Corp Bond FundLQD108.48.233.853.666.31none0.15
   1008.292.966.774.065.95 0.08
** Closed to new investors. # Closed to new investors; other share classes are available.
r Maximum redemption fee charged when you sell shares. s Front-end load; redemption fee may apply.
— Fund has not existed for the specified time. Source: Morningstar, Inc..

If you're a Fidelity client, you can assemble this well-balanced portfolio without incurring brokerage commissions.

This portfolio offers a well-diversified approach to stocks and generates decent yield thanks to ETFs that hold real estate investment trusts and corporate bonds.