Fidelity's Investor Numbers

Fidelity Investments is an American multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers in the world, with $4.9 trillion in assets under management and over 50 million individual investors. The company offers a wide range of financial products and services, including brokerage, mutual funds, retirement services, wealth management, and life insurance. With its diverse businesses and independence, Fidelity provides insight into the entire market and aims to create value for its customers by staying ahead of their financial needs. The company has a strong presence in the United States, with 215 investor centres, and a global reach spanning 11 countries across North America, Europe, Asia, and Australia.

Fidelity's zero-fee index funds

Fidelity Investments, formerly known as Fidelity Management & Research (FMR), is an American multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers in the world, with $4.9 trillion in assets under management and $12.6 trillion in assets under administration as of December 2023.

Fidelity offers a range of investment options, including zero-fee index funds. These funds have no expense ratio and no minimum investment requirement, making them accessible to investors with varying financial capabilities.

The four main zero-fee index funds offered by Fidelity are:

• Fidelity ZERO Large Cap Index Fund (FNILX): This fund seeks to provide investment results that correspond to the total return of a broad range of large-capitalization U.S. companies.
• Fidelity ZERO Extended Market Index Fund (FZIPX): This fund aims to provide investment results that match the total return of mid- to small-capitalization U.S. companies.
• Fidelity ZERO Total Market Index Fund (FZROX): This fund seeks to provide investment results that correspond to the total return of a broad range of publicly traded companies in the US.
• Fidelity ZERO International Index Fund (FZILX): This fund aims to provide investment results that match the total return of foreign developed and emerging stocks.

These zero-fee index funds from Fidelity provide a cost-effective way for investors to diversify their portfolios and gain exposure to different segments of the market, including large-cap US companies, small and mid-cap US companies, and international stocks. With no expense ratios, investors can avoid the costs typically associated with fund management, which can eat into investment returns over time.

In addition to the zero-fee funds, Fidelity also offers a range of other low-cost investment options, including mutual funds, exchange-traded funds (ETFs), and sector ETFs. The company has been recognised for its competitive fees, receiving accolades from NerdWallet and Investopedia for its low-cost brokerage services.

Fidelity's robo-advisor service, Fidelity Go

Fidelity Go is a robo-advisor service that makes investing quick, easy, and affordable. There is no minimum amount required to open a Fidelity Go account. However, to invest your money according to the investment strategy you've chosen, your account balance must be at least $10. Fidelity Go offers a digital financial service that builds a strategy to meet your needs. It monitors the markets and automatically rebalances your portfolio to keep you on track.

Fidelity Go offers tiered pricing based on your account balance. You won't pay an advisory fee for a balance under $25,000, but you will pay 0.35% per year for any balances of $25,000 and over. There are no trading fees, transaction fees, or rebalancing fees.

To get started with Fidelity Go, you'll answer some questions about yourself and your individual financial goals. Fidelity Go will then suggest an investment strategy for your account and manage your money in accordance with your goals, helping you track your progress. You can add money to your account at any time, and you can set up recurring deposits.

Fidelity Go will monitor and adjust your investment strategy over time based on the updates you make to your information. Each year, they will check in with you to ask if anything major in your life has changed and adjust your investment strategy as needed.

Once your account reaches a balance of $25,000, you will have access to 1-on-1 financial coaching with trained advisors who can help guide you through your options. You will also have unlimited 30-minute coaching calls on specific topics, such as budgeting, managing debt, and retirement planning.

Fidelity's customer service

Fidelity Investments, formerly known as Fidelity Management & Research (FMR), is an American multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers in the world, with $4.9 trillion in assets under management and over 50 million individual investors.

In addition, Fidelity's website features a comprehensive Help Centre and a Virtual Assistant, which is an automated natural language search engine that aids users in finding information on the site. Live chat is also available seven days a week during normal business hours.

The company's commitment to customer service is further demonstrated by its Reddit, Facebook, Twitter, Instagram, and Discord profiles, where social media customer service managers provide additional support.

Overall, Fidelity's customer service is designed to provide investors with the tools and resources they need to make informed decisions and feel confident in their financial goals.

Fidelity's stock screener

Fidelity is a well-known American multinational financial services corporation with a large customer base. It is one of the largest asset managers in the world, with $4.9 trillion in assets under management and $12.6 trillion in assets under administration as of December 2023. While the exact number of investors is not publicly available, the company's extensive reach and large asset base indicate a substantial number of people investing with Fidelity.

Features of Fidelity's Stock Screener:

• Over 140 Criteria: Fidelity's stock screener offers a vast array of criteria to customise your searches. These criteria are organised into categories such as Basics, Performance, and Trading Characteristics, making it easy to navigate and find the relevant factors for your investment strategy.
• Customisable Values: For each criterion, you can set custom values to fine-tune your search. You can include or exclude specific values, enter a range, or choose a particular value based on the criterion selected.
• Benchmarking: The screener provides a benchmark for the universe median of the selected criterion, helping you understand how your chosen value compares to the market. This can guide you in selecting values that align with your desired level of risk and expected results.
• Scoring and Weighting: Fidelity's stock screener assigns a score to each security based on how well it meets your chosen criteria. You can also customise the weighting of each criterion, allowing you to focus on the factors that matter most to you.
• Results Management: The screener displays the number of results matching your criteria and provides tools to sort, filter, and compare the outcomes. You can save your screens and download the results for further analysis.
• Expert Screens: If you need guidance, Fidelity offers predefined quick screens and independent expert screens. These screens provide ideas and help jump-start your investment strategy.
• Research and Analysis: Fidelity provides extensive research and analysis tools to support your investment decisions. You can access in-depth information on individual securities, compare multiple stocks, and utilise the Learning Center for educational resources.
• Real-time Data: The stock screener uses real-time data, ensuring that you make investment decisions based on the most up-to-date information available.
• User-friendly Interface: Fidelity's stock screener features an intuitive interface that makes it easy to navigate and perform tasks such as adding or deleting criteria and values. The ability to collapse the criteria input window further enhances the user experience.

Fidelity's retirement services

Fidelity offers a range of retirement services to help people plan for their future. The company has been in operation since 1946 and is one of the largest asset managers in the world, with $4.9 trillion in assets under management.

For those who prefer a more hands-off approach, Fidelity offers robo-advisors and target-date funds. Robo-advisors use computer algorithms to manage investments with no management fees up to a certain amount, while target-date funds are professionally managed funds designed for retirement savings.

Fidelity also provides educational resources and research options to help investors make informed decisions. The company's retirement calculators, for example, can help investors determine how much they need to save for retirement and how their investments are performing.

In addition to its investment services, Fidelity offers retirement planning tools such as the Fidelity Retirement Income Advantage, which helps investors manage their finances throughout retirement. The company also provides customer support through phone, chat, email, and in-person at over 200 local branches.

Frequently asked questions