FIDELITY TAX-DEFERRED ETF PORTFOLIOS

Main ETF Recommendation Page

Last Updated: February 2014

The basics of the Fidelity ETF program are discussed at https://www.fidelity.com/etfs/ishares.  For a list of all the available ETFs in the free Fidelity program visit https://www.fidelity.com/etfs/ishares-view-all.

 

ETF

Symbol Aggressive Moderate Conservative
iShares Core S&P 500 IVV 11% 6% 4%
iShares S&P 500 Value IVE 11% 7% 5%
iShares Core S&P Small-Cap IJR 11% 7% 4%
iShares S&P SmCp 600 Value IJS 12% 7% 5%
iShares DJ US Real Estate IYR 5% 3% 2%
iShares Core MSCI EAFE IEFA 10% 6% 4%
iShares DJ Intl Select Div IDV 15% 9% 6%
iShares MSCI EAFE SmCap SCZ 10% 6% 4%
iShares FTSE Real Estate ex-US IFGL 5% 3% 2%
iShares Core MSCI EmMarkets IEMG 5% 3% 2%
iShares MSCI Emerging Markets Small-Cap EEMS 5% 3% 2%
iShares Barclays S-T Treasury SHY 0% 12% 18%
iShares Barclays 7-10 Yr Treasury IEF 0% 20% 30%
iShares Barclays 0-5 TIPS STIP 0% 8% 12%

  Disclaimer