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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 January 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%1.07%2.2%1.9%2.4%3.53%none%0.04%
StockiShares Core Dividend Growth ETFDGRO56.21-1.0214.96none0.08
StockFidelityŽ MSCI Real Estate Index ETFFREL1011.79.649.36none0.08
StockiShares S&P Small Cap 600 IndexIJR1010.6-1.2115.629.3316.27none0.07
StockiShares S&P 1500 IndexITOT208.63-2.2714.1910.6514.98none0.03
StockiShares Core MSCI Total International Stock ETFIXUS157.66-12.819.823.37none0.11
BondiBoxx $ Investment Grade Corp Bond FundLQD103.140.494.13.495.92none0.15
   1006.05-0.878.544.646.28 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.