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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 October 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%3.21%0.88%2.36%1.99%4.08%none%0.06%
StockiShares Core Dividend Growth ETFDGRO516.6324.5311.36none0.09
StockFidelityŽ MSCI Real Estate Index ETFFREL106.478.87none0.08
StockiShares S&P Small Cap 600 IndexIJR109.9427.8211.8116.269.12none0.09
StockiShares S&P 1500 IndexITOT2016.4423.9710.6915.117.56none0.03
StockiShares Core MSCI Total International Stock ETFIXUS1523.9924.076.387.75none0.12
BondiBoxx $ Investment Grade Corp Bond FundLQD106.143.513.943.325.76none0.15
   10010.9313.915.956.744.22 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.