ROBO ADVISOR RANKING

Best Retirement Portfolios
Income
09

Fidelity Go - Moderate Retirement Portfolio

Minimum Amount: $0

Management Fee: 0.35%

Fidelity Go

Fidelity’s moderate retirement portfolio ranked the highest in our ranking of income portfolios for retirement strategies. The underlying ETFs chosen by the portfolio posted a 0.09% 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
0.09% 0.35% $0
2
-1.48% 0.37% $0
3
-1.18% 0.16% $2,000 Access to series 65 licensed adviser
4
-1.14% 0.17% $2,000 Access to series 65 licensed adviser
5
-1.18% 0.18% $2,000 Access to series 65 licensed adviser