Tag: Fidelity Flex

Posted on December 17, 2019

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Ranked #1 for Best Overall Robo

Ranked #1 for Performance at a Low Cost

Ranked #1 for Best Robo from an Incumbent Financial Institution


Overview: 

Fidelity Go offers a compelling robo advisor with a history of strong performance at a low cost. In our most recent Robo Ranking, Fidelity Go placed first in three of the six categories that we use to rank robos: Best Overall Robo, Performance at a Low Cost, and Best Robo from an Incumbent Financial Institution. Fidelity Go’s performance has been consistently strong. In our latest Robo Report, Fidelity Go had the best two- and three-year trailing performance above/below the Normalized Benchmark, as well as the best equity performance over the same periods. Its portfolio is constructed entirely of proprietary Fidelity Flex mutual funds. 

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Posted on September 5, 2019

Winner: Fidelity Go
Runner-Up: Vanguard Personal Advisor Services
Honorable Mention: SigFig

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Posted on September 5, 2019

Winner: Fidelity Go
Runner-Up: WiseBanyan

We awarded the Best Robo for Performance at a Low Cost to the top-performing robos over the prior two-year period: Fidelity Go and WiseBanyan.  

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