Following up on a recent post I had asking about Fidelity zero funds. I've decided against investing in those because in the event I want to transfer those funds from Fidelity it would trigger a taxable sale, and I'd rather have something that's portable between brokerages.
Please note, I'm aware that Fidelity zero funds would not trigger a taxable sale if they were in a 401(k) or Roth IRA, but that's not what I'm asking about. I'm already maxing out my 401(k) and am specifically seeking advice about investing for a personal portfolio subject to regular taxation.
I've been looking into FSKAX, which I understand to be the portable alternative to FZROX. The main reason I was looking at this is because my brokerage is at Fidelity. However, many people responded that they prefer VTI, which I understand can just as easily be purchased through a Fidelity account.
So I'm just wondering if there are serious pros or cons to one or the other, or if you recommend some other EFT/fund. Much appreciated!
Leave a Reply