UnThreaded | Threaded | Whole Thread (1) | Ignore Thread Prev Thread | Prev | Next | Next Thread
Author: DigbyRC Two stars, 250 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 76079  
Subject: Fidelity's Typical 401k/403b Mutual Fund Fee Sch Date: 1/6/2000 5:32 PM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 0
Just FYI, in case anyone cares (I did!).. it looks like this.


* Front end sales fees are waived. (Select Fund front end fees are typically 3%)

* Redemption fees vary from fund to fund and the period after which they expire varies similarly. Check the prospectus. A typical arrangement is 0.75% for amounts moved out of the fund within 90days. 0% thereafter.

* For Select Funds ONLY, there is a fee schedule for moving out of a fund. It is a flat fee of $7.50 if you move out a fund after 30days. It is higher if you move out sooner than that but this higher fee varies from fund to fund. Check prospectus for details.

* For Select Funds ONLY, there is a an exchange fee of $7.50 for moving from the Select fund into another fund if you execute this via a representative. If you execute this via their automated phone system or via their online service there is no fee.

1 800 248 4193 is their number if you've failed to find it.

All merely FYI, per my chat with them today. Acknowledgement to Fidelity's "Nathan".

- Dr. C
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (1) | Ignore Thread Prev Thread | Prev | Next | Next Thread

Announcements

The Retire Early Home Page
Discussion on accelerating retirement day.
Pencils of Promise - Back to School Drive
"Pencils of Promise works with communities across the globe to build schools and create programs that provide education opportunities for children."
Post of the Day:
Berkshire Hathaway

IBM: Is Buffett Wrong, or Brilliant?
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement