h*******a
发帖数: 3279 | 1 是fidelity的 新人一个 看的眼都花了 有哪位大侠教教我该怎么选不？thx
列表如下 第一个数是Expense Ratio的百分比 第二个数是Management Fee的百分比
Large Cap
ALPS/WMC VAL INTSN I 1.46 0.95
MAINSTAY LG CAP GR I 0.94 0.67
SPTN 500 INDEX INST 0.05 0.03
Mid-Cap
BARON GROWTH INST 1.06 1
H & W MID CAP VAL I 1.8 0.75
MSIF MID CAP GRTH I 0.7 0.5
VANG MID CAP IDX SIG 0.12 0.09
Small Cap
NB GENESIS - INST CL 0.89 0.81
VANG SM CAP IDX INST 0.13 0.05
International
HARBOR INTL INST 0.8 0.69 2(short term)
LZRD EMRG MKTS EQ IS 1.14 1
SPTN INTL INDEX INS 0.1 1(short term) 0.06
Specialty
AM CENT REAL EST IS 0.96 0.95
TRP NEW ERA 0.67 0.55
VANG HEALTHCARE ADM 0.3 1(short term) 0.28
Blended Fund Investments*
FID FREEDOM K 2000 0.41 0
FID FREEDOM K 2005 0.49 0
FID FREEDOM K 2010 0.52 0
FID FREEDOM K 2015 0.52 0
FID FREEDOM K 2020 0.56 0
FID FREEDOM K 2025 0.59 0
FID FREEDOM K 2030 0.61 0
FID FREEDOM K 2035 0.63 0
FID FREEDOM K 2040 0.63 0
FID FREEDOM K 2045 0.64 0
FID FREEDOM K 2050 0.65 0
FID FREEDOM K 2055 0.67 0
FID FREEDOM K INCOME 0.41 0
Bond Investments
Stable Value
ABN AMRO INC PLUS 0.35 0
Income
FID INVST GR BD 0.45 0.32
NB HIGH INC BOND IS 0.78 0.63
SPTN US BOND IDX IS 0.07 0.12
TMPL GLOBAL BOND ADV 0.65 0.4
Other
VANG INFL PROT INST 0.07 0.04
Short Term Investments
FID US TREA MM 0.42 5(exchange fee) 0.42
|
R***n
发帖数: 25 | 2 SPTN 500 INDEX INST 40%
VANG MID CAP IDX SIG 10%
VANG SM CAP IDX INST 10%
SPTN INTL INDEX INS 20%
SPTN US BOND IDX IS 20% |
p******a
发帖数: 41 | 3 I would also add 10% for each of these:
TRP NEW ERA 0.67 0.55
VANG HEALTHCARE ADM 0.3 1(short term) 0.28 |
h*******a
发帖数: 3279 | 4 谢谢 这俩好像fee比较高啊～？～
【在 p******a 的大作中提到】
: I would also add 10% for each of these:
:
: TRP NEW ERA 0.67 0.55
: VANG HEALTHCARE ADM 0.3 1(short term) 0.28
|
h*******a
发帖数: 3279 | 5 thx！
【在 R***n 的大作中提到】
: SPTN 500 INDEX INST 40%
: VANG MID CAP IDX SIG 10%
: VANG SM CAP IDX INST 10%
: SPTN INTL INDEX INS 20%
: SPTN US BOND IDX IS 20%
|
j****y
发帖数: 1714 | 6 Good enough.
There is some overlap between S&P 500 and Vang Mid Cap index. But no big
deal.
【在 R***n 的大作中提到】
: SPTN 500 INDEX INST 40%
: VANG MID CAP IDX SIG 10%
: VANG SM CAP IDX INST 10%
: SPTN INTL INDEX INS 20%
: SPTN US BOND IDX IS 20%
|
