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Investing Specialists

Tax-Efficient Saver Portfolios for Fidelity Investors

Cheap and efficient equity index funds, as well as fine municipal-bond funds, are solid building blocks.

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Editor's note: These portfolios were updated on June 10, 2019.

It's not too big of a stretch to suggest that market returns could be constrained over the next decade or even two. Stocks aren't especially cheap in the wake of a decade-long bull run, and current bond yields, which tend to be a good predictor of future returns for bondholders, remain pretty low

Christine Benz does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.