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Questions tagged [fidelity]

For questions relating to Fidelity mutual funds, ETF's, brokerage services, and other financial products.

0
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1answer
79 views

Can I put money in a Roth 403b from my bank account instead of doing a monthly paycheck deduction?

I have a Roth IRA and a Roth 403b through Fidelity. For the IRA, I know I can put money at any time from my bank account into it. However, I don't know how to actually do it for a Roth 403b. Is the ...
0
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1answer
36 views

iShares UK Equity Index Fund rate of change indicator

I read this post before I started investing in index funds. This answer provides really good insights and analysis which I am thinking of following to increase my earnings. I am currently investing ...
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3answers
261 views

Why does it take 5-7 business days to transfer a brokerage account from Fidelity to Vanguard?

I was looking at the status of a transfer of a brokerage account from Fidelity to Vanguard, and read that it is estimated to take 5-7 business days: Why does it take 5-7 business days to transfer a ...
-1
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1answer
93 views

Why is there some latency between the time a check deposit was processed and when one can withdraw the money on Fidelity CMAs?

I deposited a check into my Fidelity cash management account. It took a few days for the check deposit to be processed. After that, I had to wait a few more days before being able to withdraw the ...
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2answers
41 views

View asset/holdings breakdown within fund

Is the asset allocation breakdown available for mutual funds ? For example , for the Fidelity Magellan fund (fmagx) I found following breakdowns : Yahoo finance : https://finance.yahoo.com/quote/...
-1
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0answers
93 views

Transferred Roth IRA account to Fidelity - cash debit balance

So last year I transferred a Roth IRA account from the bank where I had opened it to Fidelity in order to more easily track my retirement savings. Everything went through fine, except when I look at ...
0
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1answer
227 views

Why can't I open multiple sell orders?

I have bought few EARS shares in Jan (300) and May(500). I am still learning stock market basics. But now, I can not sell 500 shares in profit. Whenever I tried to make trade on Fidelity; I am ...
0
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1answer
191 views

What is this fund?

I have a 401k account with Fidelity consisting of various funds. For whatever reason Fidelity will display today's +/- % for each ticker symbol, but it does not display overall growth since purchase. ...
2
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2answers
176 views

Should I pay more into company pension, or is there a better way to save?

I have a pension scheme via my company with fidelity in the UK. I am trying to understand how much I should put into it, knowing that: my company matches what I put up to 6% I can put anywhere ...
2
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1answer
205 views

What is this discrepency between Fidelity's and Google's stock price chart; large price spike?

I generally use Google throughout the day to track the price of stocks. I understand there can be minor discrepancies between sources based on the time the data is collected and how it is displayed ...
3
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2answers
392 views

My previous and current employers both use Fidelity for 401(k). Does it make sense to rollover?

I hope the title is descriptive enough. Basically my previous employer and my current employer are both using Fidelity to manage my 401(k) accounts. I'm wondering whether it makes sense to rollover ...
4
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2answers
853 views

401k rollover and vested balance

I have a (fidelity) 401k with company A. It has a balance of $X, of which $Y has been vested. I was laid off of company A three months ago. Yet, the balance still shows up as $X (with $Y vested). I'd ...
2
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3answers
153 views

If a fund has greater expenses in % than annual return %, how come the balance is growing?

Consider a fund like this one: Fidelity® Government Cash Reserves(FDRXX) It says it has as of Sep 2016 - 0.05% as 1 year annual return However - the expense ratio is 0.37%. Does that mean that I am ...
1
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1answer
94 views

What does liquidate my fidelity ROTH mean?

I am trying to rollover my fidelity ROTH to Betterment and I've authorized Betterment to initiate the rollover. The next step betterment requests is that they me to liquidate my ROTH, but I'm not sure ...
37
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1answer
10k views

How does Fidelity make money off me?

I have an IRA account with Fidelity which I use to buy a handful of Fidelity mutual funds. Since they are Fidelity mutual funds, Fidelity does not charge commission on them. So how then does ...
0
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1answer
102 views

Why does the Fidelity Canadian Bond Fund have such a high beta? How is it measured?

I am looking at some Canadian bond funds (recommendations welcome) for my RRSP. Relatively safe, and with a dividend yield ~ 3% is good enough. While looking at Fidelity bond funds, I came across this ...
6
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1answer
786 views

Roth 401k rollover into Roth IRA: How are earnings handled?

I have a Roth 401k from a prior employer and I want to roll it into a Roth IRA. For simplicity, let's assume there are no pre-tax employer match funds in the 401k, only my after tax contributions and ...
1
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1answer
203 views

Why do you think there is a difference in these 2 funds' expense ratios?

For my 401k my employer offers 49 different investment options. The default option is the FID FREEDOM K 2055 (FDENX) which I have been in for the past year. I recently dug around checking out all the ...
2
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3answers
16k views

How did I end up with a fraction of a share?

My online broker, Fidelity, says that I have 0.16 shares of MSFT. How is this possible? I always assumed that you had to own a whole number of shares.
3
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3answers
5k views

What are Fidelity's equivalent ETFs of QQQ and SPY?

I am interested in purchasing QQQ and SPY but trying to find equivalent of those from Fidelity since there are some fees removed. I think SPY equivalent is Core S&P 500 (IVV) but not sure about ...
2
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2answers
722 views

Employer 401K thru Fidelity - Investment options

I originally picked FA FREEDOM 2040 I (FIFFX) for investment. After talking with a co-worker I learned this is a poor choice and only has 3 stars. The 10 YR performance 6.37%. Anyway, I have altered ...
5
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1answer
7k views

Where is “Cash Credit from Unsettled Activity” coming from?

It's only been a month and few days since I started investing in my Roth IRA with Fidelity. Today, when I checked Portfolio Positions page, there was this thing called, "Cash Credit from Unsettled ...
6
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2answers
1k views

Roth IRA - Vanguard or Fidelity? If a college student had to pick one?

These are the only two options I will consider at this point, since I was in a very indecisive state, but have managed to narrow it down to these two. It seems that mostly everybody is recommending ...
19
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5answers
966 views

How much should I be contributing to my 401k given my employer's contribution?

I realize that this is similar to at least one question here, however, there are some differentiators. I can contribute a max of 5% of my net salary to the 401k fund. The employer matches 50% of ...
3
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1answer
10k views

How to understand “7-Day Yield” of a Money Market Fund?

FIDELITY MUNICIPAL MONEY MARKET (FTEXX) has a 7-Day Yield of 0.01%. I was wondering what 7-Day Yield means and how it is calculated. I am also wondering if it would be better to buy a T-bill with ...
5
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2answers
214 views

How to fully utilize my Fidelity IRA account?

Both my wife and I have Fidelity IRA accounts, but I've never fully utilized it. I'd like to seed this account throughout the year, but I have questions: How much money can I put in per year? What ...
5
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5answers
546 views

Are age-related funds a good idea (Fidelity Freedom, T Rowe Price retirement etc.)

Just curious what the consenus is on just dumping 100% of your 401k into one of the age related mutual funds. My 401k is through Fidelity and they have "FreedomFunds" which retirement dates. So I ...