ROBO ADVISOR RANKING

Best Retirement Portfolios
Balanced
08

Fidelity Go - Growth with Income Retirement Portfolio

Minimum Amount: $0

Management Fee: 0.35%

Fidelity

Fidelity’s growth with income retirement portfolio ranked the highest in our ranking of balanced portfolios for retirement strategies. The underlying ETFs chosen by the portfolio posted a 0.44% return within the “Review Period”. Adding up both ETF level fees and the management fee charged by Fidelity Go yields a total cost to invest in the portfolio of 0.35%.

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Suggested Use: For investors who want a robust robo-adviser service from a recognized financial institution with a low minimum deposit.

1 year return Total cost Minimum deposit Tax services Auto deposits Human adviser Fractional Shares Automatic Dividend Reinvesting Automatic Rebalancing SRI Strategy
1
0.44% 0.35% $0
2
-1.46% 0.10% $100 Access to series 65 licensed adviser
3
0.26% 0.35% $0
4
-1.19% 0.35% $0
5
-1.57% 0.36% $0