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Investing Specialists

Tax-Efficient Saver Portfolios for Fidelity Investors

Cheap and efficient equity index funds, as well as fine municipal-bond funds, are solid building blocks.

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Editor's note: These portfolios were updated on June 10, 2019.

It's not too big of a stretch to suggest that market returns could be constrained over the next decade or even two. Stocks aren't especially cheap in the wake of a decade-long bull run, and current bond yields, which tend to be a good predictor of future returns for bondholders, remain pretty low

Christine Benz does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.