If you want VTSAX at Fidelity buy VTI [Vanguard Total Stock Market Index Fund ETF] it's VTSAX's ETF share class. If you do not like ETFs than Fidelity's Total Market Index Fund FSKAX or Fidelity's ZERO Total Market Index Fund FZROX are both great options.Hello all
My wife converted a 401k managed by Fidelity to Fidelity Rollover IRA a few days ago. It’s sitting in cash. We are waiting for additional funds to be moved to the Fidelity account from an Ameriprise IRA account that we are leaving(thanks for all the help to get us to this point!).
While waiting for the Ameriprise funds to appear, we went to allocate a portion of the existing Fidelity funds to VTSAX. On the “Trade Preview” page an “Please read IMPORTANT NOTICE” window popped up, explaining that “…Class A Shares may carry a front end sales fee, known as a a load…”. And “…You may be entitled to a Breakpoint Discount…”, or a waiving of the load, under certain circumstances. They also charge $100 for the purchase, which was a surprise to me.
I cancelled the trade, and am looking to The BH Community for info on this load, and avoiding it, if possible.
Thanks!
The expanse rations for all these funds are:
0.04% VTSAX
0.03% VTI
0.015% FSKAX
0.00% FZROK
Statistics: Posted by 3000 — Tue Oct 08, 2024 10:19 pm — Replies 33 — Views 1736