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Investing Crosses the Rubicon: Free Index Funds

Fidelity's move has more symbolic than economic significance, signifying important shifts underway in the fund industry.

Jeffrey Ptak, CFA

Aug 3, 2018

Executive Summary

Fidelity is launching two new index funds that give investors free exposure to the U.S. and international equity markets.
The move has more symbolic than economic significance, signifying important shifts underway in the fund industry.
The zero-cost index funds appear to be a good deal, but investors should be aware of other fees that can add to the all-in cost of implementing an investment plan.

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