SIMPLE IRA Eligible Fund Families
 
The following fund families all contain individual funds that are eligible investments for SIMPLE IRAs with no minimum initial investment requirement.
AIM Fountainhead Oberweis
Acadian Fund*X PAX World
Akre Funds Gabelli PIMCO
American Beacon Green Century PMC Funds
Ameristock Guinness Atkinson Parnassus
Analytic Harbor Quantitative
Appleseed Heartland Rice Hall James
Ariel Hennessy Robeco Invstmt Mgmt
Artisan Hodges Rydex
Aston Asset Mgmt IMS SIT
Austin Index IQ SSgA
Baron Intrepid Satuit
Barrett Janus Schroder
Berkshire Japan Fund Sound Shore
Bragg KCM Funds TCW
Buffalo Kinetics Third Avenue
CRM Leuthold TransAmerica Premier
Champlain Loomis Sayles Turner
Clipper MainStay U.S. Global Investors
Cohen & Steers Managers Value Line
Commonwealth Marshall Virtus
Congress Funds Marsico Wasatch
Credit Suisse Matthews Asian Weitz
DireXion McKee Wells Fargo
Dreyfus Merger Westcore
FAM Muhlenkamp Western Asset
FPA Navellier William Blair
Federated Needham World Funds
Fidelity Neuberger Berman Yacktman
First Eagle Oak Associates
Firsthand Oak Value
Forester Oakmark
 
Fidelity reserves the right to change the funds available without transaction fees and reinstate the fees on any funds. Fidelity will charge a short-term trading fee each time you sell or exchange shares of FundsNetwork No Transaction Fee (NTF) funds held less than 180 days (short-term trade). If these funds are held for more than 180 days they may be sold without a short-term trading fee. Fidelity funds, money market funds, funds redeemed through the Personal Withdrawal Service, and shares purchased through dividend reinvestment may be sold without this fee. The fee will be based on the following fee schedule:
 
In addition, once you place 15 short-term trades in a 12-month period in your account, Fidelity will charge a transaction fee each time you purchase or exchange shares including automatic investments of FundsNetwork funds (typically available without paying a transaction fee or load) in that account for the following 12 months. Fidelity funds, money market funds, funds redeemed through the Personal Withdrawal Service, and shares purchased through dividend reinvestment are excluded from this fee.
 
Please be aware that certain FundsNetwork funds may be subject to separate and additional redemption fees imposed by the particular fund. Please refer to that fund's current prospectus for details. Fidelity Brokerage Services LLC, or its brokerage affiliate, may receive remuneration for providing certain record keeping or shareholder services to these fund families.
 
 

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