n********e 发帖数: 1789 | 1 如下。哪些fund属于比较好的?最后的VIPIX是不是还挺好的?
MGEMX(Imerging Market) expense 1.48%,是不是完全不值得?
谢谢
Symbol Description Exp. Ratio
*** Large Cap ***
ABLYX ABF LARGE CAP VAL Y 0.70%
BTC EQUITY INDEX T 0.045%
FCAKX FID CAP APPREC K 0.75%
SLADX SELECTED AMERICAN D 0.60%
PRGFX TRP GROWTH STOCK 0.70%
*** Mid Cap ***
BTC EXTD EQ MRKT K 0.12%
FLPKX FID LOW PRICED STK K 0.71%
MGOYX MUNDER MDCPCORE GR Y 1.08%
*** Small Cap ***
SVUIX GUGGENHEIM MC VAL IS 1.00%
OTCFX TRP SM CAP STOCK 0.92%
HIASX HARTFORD SMCO HLS IA 0.73%
VEXRX VANG EXPLORER ADM 0.34%
*** International ***
BTC EAFE EQ INDEX T 0.12%
MGEMX MSIF EMERGING MKTS I 1.48%
TFEQX TIFI TEMPL FORGN EQU 0.82%
PRITX TRP INTL STOCK 0.85%
*** Stable Value ***
Income Fund 0.291%
*** Income ***
BTC US DEBT INDEX K 0.12%
PGOVX PIM LT US GOVT INST 0.48%
PTTRX PIM TOTAL RT INST 0.46%
*** Other ***
VIPIX VANG INFL PROT INST 0.07% |
n********e 发帖数: 1789 | 2 Up
【在 n********e 的大作中提到】 : 如下。哪些fund属于比较好的?最后的VIPIX是不是还挺好的? : MGEMX(Imerging Market) expense 1.48%,是不是完全不值得? : 谢谢 : Symbol Description Exp. Ratio : *** Large Cap *** : ABLYX ABF LARGE CAP VAL Y 0.70% : BTC EQUITY INDEX T 0.045% : FCAKX FID CAP APPREC K 0.75% : SLADX SELECTED AMERICAN D 0.60% : PRGFX TRP GROWTH STOCK 0.70%
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s*********0 发帖数: 2045 | 3 我靠都是什么嘛,这个太黑了,没有index fund,没有intermediate-term bond fund
,连target retirement都没有。还好没给你mark up一下,跟外面的expense ratio是
一样的。
现在股市这么牛,随便选选吧,1.x%expense ratio大概一天就涨回来了。 |
n********e 发帖数: 1789 | 4 实际上有Target Retirement的:
Target 2000 Fund 0.40%
Target 2005 Fund 0.48%
Target 2010 Fund 0.53%
Target 2015 Fund 0.55%
Target 2020 Fund 0.57%
Target 2025 Fund 0.61%
Target 2030 Fund 0.62%
Target 2035 Fund 0.64%
Target 2040 Fund 0.62%
Target 2045 Fund 0.64%
Target 2050 Fund 0.62%
Target 2055 Fund 0.57%
我看了一下,这些asset很少,只有几个到几十个Million,而且Inception date是5/18
/2011,可能全是我们公司的人投的?感觉不太稳定。
fund
【在 s*********0 的大作中提到】 : 我靠都是什么嘛,这个太黑了,没有index fund,没有intermediate-term bond fund : ,连target retirement都没有。还好没给你mark up一下,跟外面的expense ratio是 : 一样的。 : 现在股市这么牛,随便选选吧,1.x%expense ratio大概一天就涨回来了。
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s*********0 发帖数: 2045 | 5 不一定,Target retirement是fund of funds,你要仔细看他的文件里面说是什么
holding组成的。有的全是Vanguard fund,那种就不赖。
【在 n********e 的大作中提到】 : 实际上有Target Retirement的: : Target 2000 Fund 0.40% : Target 2005 Fund 0.48% : Target 2010 Fund 0.53% : Target 2015 Fund 0.55% : Target 2020 Fund 0.57% : Target 2025 Fund 0.61% : Target 2030 Fund 0.62% : Target 2035 Fund 0.64% : Target 2040 Fund 0.62%
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S**C 发帖数: 2964 | 6 There ARE index fund in this 401(k) lineup, and there is one of the best
intermediate-term bond fund which is called PIMCO Total Return (PTTRX) in
this lineup.
fund
【在 s*********0 的大作中提到】 : 我靠都是什么嘛,这个太黑了,没有index fund,没有intermediate-term bond fund : ,连target retirement都没有。还好没给你mark up一下,跟外面的expense ratio是 : 一样的。 : 现在股市这么牛,随便选选吧,1.x%expense ratio大概一天就涨回来了。
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s*********0 发帖数: 2045 | 7 SOFC is correct. Missed it because there were no ticker.
【在 S**C 的大作中提到】 : There ARE index fund in this 401(k) lineup, and there is one of the best : intermediate-term bond fund which is called PIMCO Total Return (PTTRX) in : this lineup. : : fund
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n********e 发帖数: 1789 | 8 The other bond fund PGOVX seems having a better return?
Symbol Description ER Incep 1YR 3YR 5YR 10YR Life
PGOVX PIM LT US GOVT INST 0.48% 1991 26.68 13.98 10.83 8.79 9.92
PTTRX PIM TOTAL RT INST 0.46% 1987 6.25 9.98 8.38 6.82 8.34
【在 S**C 的大作中提到】 : There ARE index fund in this 401(k) lineup, and there is one of the best : intermediate-term bond fund which is called PIMCO Total Return (PTTRX) in : this lineup. : : fund
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S**C 发帖数: 2964 | 9 Long bonds have better return in a 30-year long secular bond bull market is
fully expected. The question is, will the bull market continue?
92
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【在 n********e 的大作中提到】 : The other bond fund PGOVX seems having a better return? : Symbol Description ER Incep 1YR 3YR 5YR 10YR Life : PGOVX PIM LT US GOVT INST 0.48% 1991 26.68 13.98 10.83 8.79 9.92 : PTTRX PIM TOTAL RT INST 0.46% 1987 6.25 9.98 8.38 6.82 8.34
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