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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 March 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%2.94%4.46%1.98%2.7%3.64%none%0.04%
StockiShares Core Dividend Growth ETFDGRO511.4311.0114.25none0.08
StockFidelityŽ MSCI Real Estate Index ETFFREL1017.219.147.79none0.08
StockiShares S&P Small Cap 600 IndexIJR1011.61.5412.548.4316.94none0.07
StockiShares S&P 1500 IndexITOT2014.028.6813.4610.5515.86none0.03
StockiShares Core MSCI Total International Stock ETFIXUS1510.34-4.648.172.8none0.11
BondiBoxx $ Investment Grade Corp Bond FundLQD106.175.33.553.816.7none0.15
   1009.35.527.614.566.62 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.