Fidelity ZERO Funds--Free, But are they Worth the Cost?

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Join the newsletter: https://robberger.com/newsletter/?utm_source=Rob+Berger&utm_medium=ATF+Link&utm_campaign=Newsletter&utm_id=YouTube Click "Show More" to see Ad Disclosure Fidelity launched its ZERO index funds in 2018 to much fanfare. As their names suggest, these funds carry no expense ratios, a first in the industry. As great as a “free” mutual fund may sound, however, many wonder whether there is a catch. Recently a viewer named Samir asked the following questions: "Could you please share your thoughts on Fidelity ZERO funds vs their fee based funds?Fidelity ZERO International Index Fund (FZILX)Fidelity ZERO Total Market Index Fund (FZROX)Fidelity ZERO Large Cap Index Fund (FNILX)Fidelity ZERO Extended Market Index Fund (FZIPX) Is FNILX + FZIPX = FZROX ? ZERO funds have no fees, but other than cost, do you see any reason why one should invest in fee based instead of zero funds? If you could please create video and share your thoughts, that would be very helpful." Let’s dive into the details to get a better understanding of the Fidelity ZERO funds. Investing Tools & Resources 📚 My Book (Retire Before Mom and Dad): https://amzn.to/2MsRJ9B 📈 Personal Capital (Investment Tracking): https://go.robberger.com/empower/yt- 💰 M1 Finance $30 Bonus (IRA & Taxable Accounts): https://go.robberger.com/m1finance-bonus/yt- 📊 Morningstar (Fund Research): https://go.robberger.com/morningstar/yt- 💵 Tiller (Budgeting): https://go.robberger.com/tiller/yt- 🏆 Best Investment Tracking Apps: https://bit.ly/3wSbKZa Portfolios 1️⃣ 3-Fund Portfolio: https://bit.ly/3yT6hmO 2️⃣ Merriman Ultimate Buy & Hold Portfolio: https://bit.ly/3g9qtse 3️⃣ Ray Dalio All Weather Portfolio: https://bit.ly/3cbzdwF 4️⃣ Warren Buffett Portfolio: https://bit.ly/3pdI8mm ABOUT ME While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money. I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE) LET'S CONNECT Youtube: https://www.youtube.com/channel/UC9C17-OMxa-7oRSaCtztObw?sub_confirmation=1 Facebook: https://www.facebook.com/financialfreedomguy/ Twitter: https://twitter.com/Robert_A_Berger DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.