An additional note about portability of Fidelity funds. I recently contacted Schwab about transferring Fidelity Total Market (FSKAX) or Fidelity S&P 500 (FXAIX) to a brokerage account, and the Schwab rep said those funds could not be transferred in-kind. Seems strange since you can purchase Fidelity funds (for a fee) at Schwab. So, it's not just the Fidelity Zero funds that are not portable.
Statistics: Posted by ladycat — Tue May 14, 2024 6:57 pm