52. Fidelity Four-in-One Index Fund
Account$97,778
Return−2.22%
vs S&P 500+1.87%
Worst drop−3.31%
What it does
Four Fidelity index funds in one: 48% S&P 500, 12% mid and small US companies, 25% foreign stocks, 15% US bonds. Mid and small companies are all treated as small here, which overstates small caps a little.
Account value
Fidelity Four-in-One Index FundS&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| AGG | 156 | $96.55 | $15,062 | 15.40% |
| EFA | 241 | $101.89 | $24,555 | 25.11% |
| IWM | 43 | $273.67 | $11,768 | 12.04% |
| SPY | 62 | $735.29 | $45,588 | 46.62% |
| Cash | $805 | 0.82% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | EFA | 241 | $103.26 | $24,886 | $12.44 |
| 2026-10-22 | Buy | AGG | 156 | $95.69 | $14,928 | $7.46 |
| 2026-10-22 | Buy | SPY | 62 | $766.37 | $47,515 | $23.76 |
| 2026-10-22 | Buy | IWM | 43 | $274.81 | $11,817 | $5.91 |