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Investment版 - 401K 求推荐_Fidelity fund
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话题: date话题: inception话题: fid话题: 31话题: 12
进入Investment版参与讨论
1 (共1页)
s***g
发帖数: 1250
1
看了一年的回报,大多数都是负的,这样还有必要搞吗,特别是现在经济不景气?
谢谢
我的账号fund list如下:
Stock InvestmentsHelp for Stock Investments
Investment
Average Annual Returns
Desired %
1 Yr 3 Yr 5 Yr 10 Yr Life As of
FID BLUE CHIP GR
Inception Date 12/31/1987 -2.72% 19.04% 2.98% 2.33% 10.
04% 12/31/2011 %
FID CONTRAFUND
Inception Date 05/17/1967 -0.12% 14.70% 2.58% 6.96% 12.
06% 12/31/2011 %
FID DIVIDEND GR
Inception Date 04/27/1993 -8.51% 18.74% -0.70% 1.76% 9.
57% 12/31/2011 %
FID EQUITY INC II
Inception Date 08/21/1990 -2.75% 11.38% -2.96% 2.35% 9.
45% 12/31/2011 %
FID EQUITY INC
Inception Date 05/16/1966 -4.68% 12.44% -3.40% 2.47% 11.
21% 12/31/2011 %
FID EXPORT & MULTI
Inception Date 10/04/1994
View Restrictions -3.67% 13.89% -0.72% 3.98% 11.04%
12/31/2011 %
FID FIDELITY FUND
Inception Date 04/30/1930 -2.36% 12.34% -0.24% 2.57% 9.
77% 12/31/2011 %
FID FIFTY
Inception Date 09/17/1993 -0.78% 17.02% -1.69% 3.93% 8.
30% 12/31/2011 %
FID GROWTH COMPANY
Inception Date 01/17/1983 0.67% 19.65% 3.95% 4.76% 12.38
% 12/31/2011 %
FID GROWTH STRAT
Inception Date 12/28/1990
View Restrictions -8.95% 16.90% -0.76% -0.19% 7.41%
12/31/2011 %
FID INTL CAP APPREC
Inception Date 11/01/1994
View Restrictions -12.77% 16.19% -4.03% 4.13% 4.71%
12/31/2011 %
FID LARGE CAP STOCK
Inception Date 06/22/1995 -1.62% 20.50% 0.78% 2.61% 6.22
% 12/31/2011 %
FID MID CAP STOCK
Inception Date 03/29/1994
View Restrictions -2.41% 21.95% 1.18% 4.05% 10.62%
12/31/2011 %
FID OTC PORTFOLIO
Inception Date 12/31/1984 -0.42% 24.74% 5.75% 5.91% 12.
43% 12/31/2011 %
FID OVERSEAS
Inception Date 12/04/1984
View Restrictions -15.96% 3.89% -6.37% 3.16% 9.49%
12/31/2011 %
FID REAL ESTATE INVS
Inception Date 11/17/1986
View Restrictions 8.29% 23.17% -1.91% 10.16% 10.10%
12/31/2011 %
FID SM CAP DISCOVERY
Inception Date 09/26/2000
View Restrictions 0.36% 26.03% 7.14% 7.49% 9.40% 12/
31/2011 %
FID SMALL CAP VALUE
Inception Date 11/03/2004
View Restrictions -3.64% 18.07% 3.02% N/A 8.23% 12/
31/2011 %
FID VALUE STRAT
Inception Date 12/31/1983 -9.29% 22.23% -1.19% 4.43% 11.
07% 12/31/2011 %
FID VALUE
Inception Date 12/01/1978 -6.71% 18.01% -2.12% 5.74% 11.
78% 12/31/2011 %
SPTN EXT MKT IDX INV
Inception Date 11/05/1997
View Restrictions -3.82% 19.11% 1.85% 6.73% 5.60% 12
/31/2011 %
SPTN TOT MKT IDX INV
Inception Date 11/05/1997
View Restrictions 0.98% 15.03% 0.19% 3.75% 4.28% 12/
31/2011 %
Blended InvestmentHelp for Blended Investment
Investment
Average Annual Returns
Desired %
1 Yr 3 Yr 5 Yr 10 Yr Life As of
FID FREEDOM 2000
Inception Date 10/17/1996 2.01% 8.62% 3.03% 3.75% 5.60%
12/31/2011 %
FID FREEDOM 2005
Inception Date 11/06/2003 0.18% 10.98% 2.07% N/A 4.29%
12/31/2011 %
FID FREEDOM 2010
Inception Date 10/17/1996 -0.28% 11.59% 2.20% 4.22% 6.33
% 12/31/2011 %
FID FREEDOM 2015
Inception Date 11/06/2003 -0.34% 11.84% 1.90% N/A 4.75%
12/31/2011 %
FID FREEDOM 2020
Inception Date 10/17/1996 -1.36% 12.81% 1.13% 4.15% 6.29
% 12/31/2011 %
FID FREEDOM 2025
Inception Date 11/06/2003 -2.65% 12.94% 0.76% N/A 4.59%
12/31/2011 %
FID FREEDOM 2030
Inception Date 10/17/1996 -3.15% 12.98% -0.12% 3.66% 5.
81% 12/31/2011 %
FID FREEDOM 2035
Inception Date 11/06/2003 -4.59% 12.75% -0.51% N/A 4.17%
12/31/2011 %
FID FREEDOM 2040
Inception Date 09/06/2000 -4.63% 12.90% -0.76% 3.40% 0.
56% 12/31/2011 %
FID FREEDOM 2045
Inception Date 06/01/2006 -5.02% 12.89% -0.84% N/A 0.79%
12/31/2011 %
FID FREEDOM 2050
Inception Date 06/01/2006 -5.57% 12.85% -1.29% N/A 0.38%
12/31/2011 %
FID FREEDOM INCOME
Inception Date 10/17/1996 2.02% 8.44% 3.27% 3.73% 5.02%
12/31/2011 %
FID PURITAN
Inception Date 04/16/1947 0.67% 13.30% 1.81% 4.92% 10.94
% 12/31/2011 %
Bond InvestmentsHelp for Bond Investments
Investment
Average Annual Returns
Desired %
1 Yr 3 Yr 5 Yr 10 Yr Life As of
FID INTERMED BOND
Inception Date 05/23/1975 6.15% 10.18% 5.54% 5.09% 7.98%
12/31/2011 %
FID INVST GR BD
Inception Date 08/06/1971 7.91% 10.73% 5.29% 5.24% 7.48%
12/31/2011 %
FID SHORT TERM BOND
Inception Date 09/15/1986 1.78% 4.28% 2.12% 2.94% 5.05%
12/31/2011 %
Short-Term InvestmentsHelp for Short-Term Investments
Investment
Average Annual Returns
Desired %
1 Yr 3 Yr 5 Yr 10 Yr Life As of
FID RETIRE MMKT
Inception Date 12/02/1988
7 day yield as of 12/31/2011 0.01% 0.01% 0.22% 1.72% 1.99%
3.95% 12/31/2011 %
j****y
发帖数: 1714
2
Assuming you are 30 years old, here is a low-cost, conservative growth
portofolio.
FID INTERMED BOND : 30%
SPTN TOT MKT IDX INV: 50%
SPTN EXT MKT IDX INV: 20%
------------------------
Skip other craps.
Buy and hold, rebalance annually.
More investment information: bogleheads.org
s***g
发帖数: 1250
3
How about some aggresive growth plan?
thanks.
j****y
发帖数: 1714
4
like I said. They are crap. forget them.

【在 s***g 的大作中提到】
: How about some aggresive growth plan?
: thanks.

X*****s
发帖数: 2767
5
thx!

【在 j****y 的大作中提到】
: Assuming you are 30 years old, here is a low-cost, conservative growth
: portofolio.
: FID INTERMED BOND : 30%
: SPTN TOT MKT IDX INV: 50%
: SPTN EXT MKT IDX INV: 20%
: ------------------------
: Skip other craps.
: Buy and hold, rebalance annually.
: More investment information: bogleheads.org

c*******e
发帖数: 8624
6
good one

【在 j****y 的大作中提到】
: Assuming you are 30 years old, here is a low-cost, conservative growth
: portofolio.
: FID INTERMED BOND : 30%
: SPTN TOT MKT IDX INV: 50%
: SPTN EXT MKT IDX INV: 20%
: ------------------------
: Skip other craps.
: Buy and hold, rebalance annually.
: More investment information: bogleheads.org

s***g
发帖数: 1250
7
Thanks. Happy Lunar new year.

【在 j****y 的大作中提到】
: like I said. They are crap. forget them.
t*****s
发帖数: 1240
8
这个选择是不是流行的3-fund portfilio. 一般是不是推荐bond, us stock
market, and international stock market的混合。为什么你选择两个sptn
tot and ext market index? 这两个不都是us stock market吗?

【在 j****y 的大作中提到】
: Assuming you are 30 years old, here is a low-cost, conservative growth
: portofolio.
: FID INTERMED BOND : 30%
: SPTN TOT MKT IDX INV: 50%
: SPTN EXT MKT IDX INV: 20%
: ------------------------
: Skip other craps.
: Buy and hold, rebalance annually.
: More investment information: bogleheads.org

n****u
发帖数: 229
9
u can also use 50/50. half domestic stock index, half bond.
or u can choose 40(stock)/60(bond). less volatile, relative stable growth.
or u go with Harry Brown Permanent Portfolio.

【在 t*****s 的大作中提到】
: 这个选择是不是流行的3-fund portfilio. 一般是不是推荐bond, us stock
: market, and international stock market的混合。为什么你选择两个sptn
: tot and ext market index? 这两个不都是us stock market吗?

F*********o
发帖数: 351
10
我现在在选403b fund,没看见SPTN TOT MKT IDX INV,这个和SPTN TOT MKT IDX ADV
有大的区别吗?能不能推荐一个alternative? Thanks a lot.

【在 j****y 的大作中提到】
: Assuming you are 30 years old, here is a low-cost, conservative growth
: portofolio.
: FID INTERMED BOND : 30%
: SPTN TOT MKT IDX INV: 50%
: SPTN EXT MKT IDX INV: 20%
: ------------------------
: Skip other craps.
: Buy and hold, rebalance annually.
: More investment information: bogleheads.org

相关主题
401K 投资组合求推荐,谢谢fidelity 401k 求投资建议
401k投资选择求助请教401k选择
[包子求指点]我的fidelity退休计划请推荐401K组合
进入Investment版参与讨论
c*****e
发帖数: 1106
11
你这个是Fidelity Advantage class, 更好

【在 F*********o 的大作中提到】
: 我现在在选403b fund,没看见SPTN TOT MKT IDX INV,这个和SPTN TOT MKT IDX ADV
: 有大的区别吗?能不能推荐一个alternative? Thanks a lot.

F*********o
发帖数: 351
12
谢谢!

【在 c*****e 的大作中提到】
: 你这个是Fidelity Advantage class, 更好
y*c
发帖数: 904
13
我们公司选择很少,牛牛们给看看怎么选?谢谢。
Investments 1 YR 3 YR 5 YR 10 YR Life As of Date
TIER 2
Stock Investments
Large Cap
VAN VALUE INDEX INST
Inception Date 07/02/1998 15.20 10.09 0.49 7.49 3.87 12/31
/2012
VANG INST INDEX PLUS
Inception Date 07/07/1997 16.00 10.88 1.72 7.14 4.87 12/31
/2012
VANG GRTH INDEX INST
Inception Date 05/14/1998 17.04 11.80 3.35 7.53 3.56 12/31
/2012
FID GROWTH CO UNITS
Inception Date 01/04/2013 N/A N/A N/A N/A N/A N/A
FID CONTRAFUND UNITS
Inception Date 01/04/2013 N/A N/A N/A N/A N/A N/A
Mid-Cap
ARTISAN MID CAP
Inception Date 01/16/2008 20.34 16.26 N/A N/A 8.29 12/31/
2012
Small Cap
RUSSELL SM-MID CAP
Inception Date 09/25/2009 14.46 9.00 N/A N/A 10.09 12/31/
2012
VANG SM GR IDX INST
Inception Date 05/24/2000 17.68 14.97 5.35 11.20 7.72 12/
31/2012
International
RUSSELL INTL VALUE
Inception Date 10/10/2008 14.84 3.09 N/A N/A 12.17 12/31/
2012
RUSSELL INTL GROWTH
Inception Date 10/31/2007 19.54 3.34 -3.55 N/A -4.77 12/31
/2012
Bond Investments
Income
PIMCO TOTAL RETURN
Inception Date 01/16/2008 8.28 7.31 N/A N/A 7.02 12/31/
2012
VANG ST BD IDX IS PL
Inception Date 09/29/2011 2.10 N/A N/A N/A 2.05 12/31/2012
PIM INFL RESP MA IS
Inception Date 08/31/2011 7.42 N/A N/A N/A 3.11 12/31/2012
Short Term Investments
FIMM MONEY MKT INST
Inception Date 07/05/1985
7 day yield as of
12/31/2012 0.18% 0.22 0.23 0.91 2.02 4.41 12/31/2012
c*****x
发帖数: 429
14
I would choose these:
VANG INST INDEX PLUS (maybe plus some VAN VALUE INDEX INST)
VANG ST BD IDX IS PL
Don't see a good international fund in your list
w****b
发帖数: 118
15
co 求推荐,谢谢牛牛们
Average Annual Total Returns Cumulative Returns

Investments 1 YR 3 YR 5 YR 10 YR Life As of Date
Stock Investments
Large Cap
FID CAPITAL APPREC
Inception Date 11/26/1986 22.45 12.15 2.74 9.53 10.26 12/31/2012
SPTN 500 INDEX ADV
Inception Date 02/17/1988 15.97 10.83 1.65 7.05 9.34 12/31/2012
TRP EQUITY INCOME
Inception Date 10/31/1985 17.25 10.26 1.58 7.22 10.69 12/31/2012
Mid-Cap
FID LEVERGD CO STK
Inception Date 12/19/2000 28.82 12.75 0.79 15.26 12.71 12/31/2012
NB GENESIS - TR CL
Inception Date 08/26/1993 9.82 11.72 3.40 10.87 12.06 12/31/2012
SPTN EXT MKT IDX ADV
Inception Date 11/05/1997 18.05 13.46 4.22 10.72 6.39 12/31/2012
Small Cap
FID SMALL CAP STOCK
Inception Date 03/12/1998 12.99 5.45 1.72 9.00 7.76 12/31/2012
TRP SMALL-CAP VALUE
Inception Date 06/30/1988 17.76 13.60 5.84 11.14 11.67 12/31/2012
International
FID EUROPE CAP APP
Inception Date 12/21/1993 25.75 4.23 -4.28 8.75 8.45 12/31/2012
FID PACIFIC BASIN
Inception Date 10/01/1986 20.04 9.78 -1.39 11.02 6.38 12/31/2012
* INVS DEVLP MKTS R5
Inception Date 10/25/2005 20.03 9.19 2.72 N/A 13.40 12/31/2012
SPTN GLB XUS IDX ADV
Inception Date 09/08/2011 17.69 N/A N/A N/A 9.31 12/31/2012
THORNBURG INT VAL R5
Inception Date 02/01/2005 15.74 4.71 -2.46 N/A 7.06 12/31/2012
Specialty
* FID REAL ESTATE INVS
Inception Date 11/17/1986 18.02 18.39 6.39 11.37 10.40 12/31/2012
* FID SEL NATURAL RES
Inception Date 03/03/1997 3.35 4.90 -3.57 13.28 9.77 12/31/2012
Blended Investment*
FID BALANCED
Inception Date 11/06/1986 12.90 9.30 2.81 8.21 9.08 12/31/2012
FID FRDM INDX 2020 W
Inception Date 10/02/2009 10.00 7.40 N/A N/A 8.73 12/31/2012
FID FRDM INDX 2030 W
Inception Date 10/02/2009 11.77 7.89 N/A N/A 9.56 12/31/2012
FID FRDM INDX 2040 W
Inception Date 10/02/2009 12.90 8.04 N/A N/A 9.89 12/31/2012
FID FRDM INDX 2050 W
Inception Date 10/02/2009 13.47 8.05 N/A N/A 10.06 12/31/2012
Bond Investments
Income
BLKRK INFL PRO BD BR
Inception Date 06/28/2004 7.08 8.42 7.24 N/A 7.17 12/31/2012
PIMCO HIGH YIELD ADM
Inception Date 01/16/1995 14.27 10.54 8.12 8.91 7.95 12/31/2012
SPTN US BOND IDX ADV
Inception Date 03/08/1990 4.17 6.04 5.66 4.95 6.91 12/31/2012
TMPL GLOBAL BOND ADV
Inception Date 12/31/1996 16.15 8.68 10.25 10.84 8.61 12/31/2012
Short-Term Investments
FID RETIRE MMKT
Inception Date 12/02/1988
7 day yield as of
12/31/2012 0.01% 0.01 0.01 0.71 1.83 3.78 12/31/
v***y
发帖数: 7583
16
我也想求大牛推荐,大包子答谢
DREYFUS CASH MGMT INST MONEY MARKET DVCXX
CALVERT INCOME FUND CLASS A CFICX
CALVERT SHORT DURATION INC CL A CSDAX
FIDELITY ADV HIGH INC ADVANTAGE CL T FAHYX
TEMPLETON GLOBAL BOND CLASS A TPINX
GOLDMAN SACHS SHORT DURATION GOVT CL A GSSDX
DREYFUS APPRECIATIONFUND DGAGX
DREYFUS STRATEGIC VALUE CL A DAGVX
AMERICAN CENTURY STRAT ALLOC CL A ACVAX
VANGUARD TOTAL STOCKMARKET INVESTOR VTSMX
FIDELITY ADVISOR SMALL CAP CL A FSCDX
MUTUAL SERIES GLOBAL DISCOVERY CLASS A TEDIX
GABELLI ASSET FUND AAA GABAX
IVY ASSET STRATEGY CL A WASAX
KEELEY SMALL CAP VALUE CLASS A KSCVX
MARSICO INTERNAT'L OPPORTUNITIES MIOFX
MFS AGGRESSIVE GROWTH ALLOCATION CLASS A MAAGX
MFS RESEARCH INTL CLASS A MRSAX
AMERICAN CENTURY HERITAGE CL A ATHAX
FIDELITY ADVISOR EMERGING MKTS CL A FAMKX
T ROWE PRICE REAL ESTATE FUND ADV CL PAREX
VANGUARD SMALL CAP STOCK IND TRUST INV NAESX

【在 w****b 的大作中提到】
: co 求推荐,谢谢牛牛们
: Average Annual Total Returns Cumulative Returns
:
: Investments 1 YR 3 YR 5 YR 10 YR Life As of Date
: Stock Investments
: Large Cap
: FID CAPITAL APPREC
: Inception Date 11/26/1986 22.45 12.15 2.74 9.53 10.26 12/31/2012
: SPTN 500 INDEX ADV
: Inception Date 02/17/1988 15.97 10.83 1.65 7.05 9.34 12/31/2012

z********i
发帖数: 568
17
好像不是特别好的funds。我尽量选life收益高的,时间长,manager管的时间长的
funds.

【在 s***g 的大作中提到】
: 看了一年的回报,大多数都是负的,这样还有必要搞吗,特别是现在经济不景气?
: 谢谢
: 我的账号fund list如下:
: Stock InvestmentsHelp for Stock Investments
: Investment
: Average Annual Returns
: Desired %
: 1 Yr 3 Yr 5 Yr 10 Yr Life As of
: FID BLUE CHIP GR
: Inception Date 12/31/1987 -2.72% 19.04% 2.98% 2.33% 10.

1 (共1页)
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