Tool

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.

 
View Another Investment Portfolio:

 

Fidelity Moderate ETF Portfolio

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


 Data through December 31, 2017

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%3.59%3.59%2.2%2.07%3.91%none%0.06%
StockiShares Core Dividend Growth ETFDGRO522.8422.8412.06none0.09
StockFidelityŽ MSCI Real Estate Index ETFFREL108.928.92none0.08
StockiShares S&P Small Cap 600 IndexIJR1013.213.211.9615.9510.37none0.09
StockiShares S&P 1500 IndexITOT2021.2321.2311.2815.628.55none0.03
StockiShares Core MSCI Total International Stock ETFIXUS1528.0828.088.547.3none0.12
BondiBoxx $ Investment Grade Corp Bond FundLQD107.167.163.953.535.84none0.15
   10013.6113.616.46.794.5 0.09
** 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.