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carefree- Fidelity Commission Free ETFs
Investment Model Portfolios

As of 4/23/2011, Fidelity now makes 30 iShares ETFs commission free. This plan is intended to be updated for the Fidelity Commission ETFs offered.

Fidelity now makes trading 25 iShares ETFs for free. These ETFs cover complete US equity sizes and styles (large/mid/small caps and growth/blend/value styles). It covers international equity markets well too. In additon, it has good fixed income ETFs. The missing major asset classes are REITs and commodities. We hope those will be made free too. A plan called Fidelity Commission Efficent ETFs extends this plan by including several addtional ETFs (which cost $7.95 flat commission per trade).

Investment options of carefree- Fidelity Commission Free ETFs

Total Available Funds: 10
Asset Class Ticker Description
REAL ESTATE
REAL ESTATE IYR iShares Dow Jones US Real Estate
Global Real Estate IFGL iShares FTSE EPRA/NAREIT Dev RE ex-US
Emerging Market
DIVERSIFIED EMERGING MKTS IEMG iShares Core MSCI Emerging Markets ETF
INTERNATIONAL EQUITY
Foreign Large Blend IEFA iShares Core MSCI EAFE ETF
Others
EQUITY PRECIOUS METALS RING iShares MSCI Global Gold Miners
US EQUITY
MID-CAP VALUE IJJ iShares S&P MidCap 400 Value Index
LARGE BLEND IVV iShares S&P 500 Index
MID-CAP VALUE DVY iShares Dow Jones Select Dividend Index
FIXED INCOME
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond
Intermediate-Term Bond AGG iShares Barclays Aggregate Bond

Investment model portfolios

We provide two types of investment model portfolios for carefree- Fidelity Commission Free ETFs participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.