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#3
01-13-2006, 12:38 PM
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 Re: Fidelity Advantage vs Investor Class - quote - > The funds are identical to their Investor Class counterparts except that the minimum investment is $100,000 and the expense ratio is a few basis points lower.
Ah, I see, that makes sense, thanks. |
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#2
01-13-2006, 03:32 AM
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| Re: Fidelity Advantage vs Investor Class David Efflandt wrote: - quote - > They may have different availability and fee structure. For example see
No retail Fidelity funds have 12b-1 expenses.> if one or the other is closed or has 12b-1 or different expense ratio > (which can affect overall return). Dave |
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#1
01-13-2006, 03:30 AM
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| Re: Fidelity Advantage vs Investor Class - quote - > I was looking at Fidelity mutual funds, and in a lot of cases it
The Advantage class applies to a few Fidelity index funds. The funds> appears that you can get the same fund in an Advantage or Investor > class. But what is the difference, anyone know? are identical to their Investor Class counterparts except that the minimum investment is $100,000 and the expense ratio is a few basis points lower. For example, on the S&P 500 index fund, the Investor Class has an expense ratio of 0.10%, while the Advantage Class is 0.07%. Dave |
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01-13-2006, 12:29 AM
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| Re: Fidelity Advantage vs Investor Class On Thu, 12 Jan 2006, iarwain_8[at]hotmail.com <iarwain_8[at]hotmail.com> wrote: - quote - > I was looking at Fidelity mutual funds, and in a lot of cases it
They may have different availability and fee structure. For example see> appears that you can get the same fund in an Advantage or Investor > class. But what is the difference, anyone know? if one or the other is closed or has 12b-1 or different expense ratio (which can affect overall return). |
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#-1
01-12-2006, 11:34 PM
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| Fidelity Advantage vs Investor Class I was looking at Fidelity mutual funds, and in a lot of cases it appears that you can get the same fund in an Advantage or Investor class. But what is the difference, anyone know? |
| Tags |
| advantage, class, fidelity, investor |
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