S*********s
发帖数: 1963 | 1 我在fidelity的ROTH IRA里买了FFNOX和FBIOX各$5000，但是搜了几个FFNOX的帖子都说
年末如果fund balance少于1万的话，要收$10的fee。但是在下面的link和相关的
prospectus都没找到这个出处呀。能否指点一下怎么确定那个fund是否要收$10 FEE。
FFNOX
https://fundresearch.fidelity.com/mutual-funds/fees-and-prices/31634R109
FBIOX
https://fundresearch.fidelity.com/mutual-funds/fees-and-prices/316390772 |
r****m
发帖数: 1204 | 2 Footnote 3 -
3. Fidelity may deduct a small balance maintenance fee of $12.00 from a fund
balance with a value less than $2,000. Fund positions opened after
September 30 will not be subject to the fee for that calendar year. This fee
will not be deducted from fund positions opened after January 1 of that
calendar year if those positions use regular investment plans. Refer to the
fund prospectus for details. |
S*********s
发帖数: 1963 | 3 谢谢。我就是只看到这个。
但是这个不是大家所说的“Annual index fund fee (for fund balances under $10,
000)：$10”，所以很疑惑。不知道有没有买过这个fund的同学帮忙解惑一下。
谢谢
fund
fee
the
【在 r****m 的大作中提到】
: Footnote 3 -
: 3. Fidelity may deduct a small balance maintenance fee of $12.00 from a fund
: balance with a value less than $2,000. Fund positions opened after
: September 30 will not be subject to the fee for that calendar year. This fee
: will not be deducted from fund positions opened after January 1 of that
: calendar year if those positions use regular investment plans. Refer to the
: fund prospectus for details.
|
