w***g
发帖数: 100 | 1 本人25岁，大家帮忙看看怎么选fund
Investments 1 YR 3 YR 5 YR 10 YR Life As of Date
Stock Investments
Large Cap
* FID CONTRAFUND K
Inception Date 05/17/1967 5.77 24.27 4.81 8.16 12.28
02/29/2012
* FID OTC K
Inception Date 12/31/1984 5.55 34.28 8.80 8.43 12.95
02/29/2012
* VANG INST INDEX PLUS
Inception Date 07/07/1997 5.13 25.61 1.64 4.21 4.71
02/29/2012
* VANG WINDSOR II ADM
Inception Date 05/14/2001 4.93 25.13 0.31 5.35 4.12
02/29/2012
Mid-Cap
* FID LOW PRICED STK K
Inception Date 12/27/1989 6.28 30.25 4.17 9.75 14.24
02/29/2012
* VANG MIDCAP IDX INST
Inception Date 05/21/1998 2.50 31.80 2.81 7.94 8.72
02/29/2012
Small Cap
ABF SM CAP VAL INST
Inception Date 12/31/1998 -0.60 32.60 2.48 9.08 10.09
02/29/2012
* VANG EXPLORER ADM
Inception Date 11/12/2001 3.26 30.93 3.20 6.73 7.07
02/29/2012
International
AF CAP WORLD G&I R6
Inception Date 05/01/2009 -1.08 N/A N/A N/A 15.01 02
/29/2012
AF EUROPAC GROWTH R6
Inception Date 05/01/2009 -5.45 N/A N/A N/A 14.26 02
/29/2012
DFA EMERG MKTS VAL I
Inception Date 04/01/1998 -5.66 36.32 6.74 19.20 14.30
02/29/2012
Blended Fund Investments*
VANG TARGET RET 2015
Inception Date 10/27/2003 4.79 18.79 3.62 N/A 5.88
02/29/2012
VANG TARGET RET 2025
Inception Date 10/27/2003 3.34 21.31 2.67 N/A 5.76
02/29/2012
VANG TARGET RET 2035
Inception Date 10/27/2003 2.07 23.64 1.94 N/A 5.98
02/29/2012
VANG TARGET RET 2045
Inception Date 10/27/2003 2.04 23.66 1.97 N/A 6.37
02/29/2012
* VANG TARGET RET INC
Inception Date 10/27/2003 7.27 13.39 5.37 N/A 5.67
02/29/2012
Bond Investments
Income
* FIDELITY GOVT INCOME
Inception Date 04/04/1979 8.01 5.23 6.33 5.36 8.00
02/29/2012
* PIM TOTAL RT INST
Inception Date 05/11/1987 6.25 9.98 8.38 6.82 8.34
02/29/2012
Short Term Investments
FID INST MMKT
Inception Date 07/05/1985
7 day yield as of
02/29/2012 0.21% |
s********y
发帖数: 3811 | 2 expense ratio is an important factor.
【在 w***g 的大作中提到】
: 本人25岁，大家帮忙看看怎么选fund
: Investments 1 YR 3 YR 5 YR 10 YR Life As of Date
: Stock Investments
: Large Cap
: * FID CONTRAFUND K
: Inception Date 05/17/1967 5.77 24.27 4.81 8.16 12.28
: 02/29/2012
: * FID OTC K
: Inception Date 12/31/1984 5.55 34.28 8.80 8.43 12.95
: 02/29/2012
|
y****d
发帖数: 1376 | 3 我在fidelity 也得到的是和楼主一样的list
也看不到expense ratio
要看expense ratio 必须点具体的fund才行
怎么在fidelity 才能看所有 fund 的 expense ratio 呢？
【在 s********y 的大作中提到】
: expense ratio is an important factor.
:
:
:
|
d*****r
发帖数: 273 | 4 Click on "Expenses & Fees" after selecting each individual funds.
"Investment Choices and Research"-> fund ->"Expenses & Fees"
【在 y****d 的大作中提到】
: 我在fidelity 也得到的是和楼主一样的list
: 也看不到expense ratio
: 要看expense ratio 必须点具体的fund才行
: 怎么在fidelity 才能看所有 fund 的 expense ratio 呢？
|
w***g
发帖数: 100 | 5 大侠帮忙看看，终于找到这个数据了，应该怎么投比较好
1 American Beacon Sml Cap Val Inst CL 59.00% 0.83% $.0M --
12/31/1998
2 American Funds Capital World Growth and Income Fund Class R-6 27.00%
0.45% $.0M -- 05/01/2009
3 American Funds EuroPacific Growth Fund Class R6 31.00% 0.50% $
.0M -- 05/01/2009
4 DFA Emerging Markets Value Portfolio Institutional Class 3.00% 0.
61% $.0M -- 04/01/1998
5 Fidelity Contrafund - Class K 55.00% 0.69% $.0M -- 05/17
/1967
6 Fidelity Government Income Fund 466.00% 0.45% $.0M -- 04
/04/1979
7 Fidelity Institutional Money Market - Money Market Portfolio - Class I
7 day yield 0.21% -- 0.21% $.0M -- 07/05/1985
8 Fidelity Low-Priced Stock Fund - Class K 14.00% 0.71% $.0M
-- 12/27/1989
9 Fidelity OTC Portfolio - Class K 146.00% 0.80% $.0M --
12/31/1984
10 PIMCO Total Return Inst CL 430.00% 0.46% $.1M -- 05/11/
1987
11 Vanguard Explorer Fund Admiral Shares 89.00% 0.34% $.0M --
11/12/2001
12 Vanguard Institutional Index Fund Institutional Plus Shares 5.00%
0.02% $.0M -- 07/07/1997
13 Vanguard Mid-Cap Index Fund Institutional Shares 22.00% 0.08%
$.0M -- 05/21/1998
14 Vanguard Target Ret 2015 Inv CL 27.00% 0.17% $.0M -- 10
/27/2003
15 Vanguard Target Ret 2025 Inv CL 23.00% 0.18% $.0M -- 10
/27/2003
16 Vanguard Target Ret 2035 Inv CL 18.00% 0.19% $.0M -- 10
/27/2003
17 Vanguard Target Ret 2045 Inv CL 16.00% 0.19% $.0M -- 10
/27/2003
18 Vanguard Target Ret Inc Inv CL 14.00% 0.17% $.0M -- 10/
27/2003
19 Vanguard Windsor II Fund Admiral Shares 23.00% 0.27% $.0M
-- 05/14/2001 |
m*****i
发帖数: 628 | 6 (1) for now, 100% on Vanguard Target Ret 2045
(2) read investment books for a year and then look at your allocation again. |
y****d
发帖数: 1376 | 7 请问你怎么找到的阿？
00%
$
0.
17
【在 w***g 的大作中提到】
: 大侠帮忙看看，终于找到这个数据了，应该怎么投比较好
: 1 American Beacon Sml Cap Val Inst CL 59.00% 0.83% $.0M --
: 12/31/1998
: 2 American Funds Capital World Growth and Income Fund Class R-6 27.00%
: 0.45% $.0M -- 05/01/2009
: 3 American Funds EuroPacific Growth Fund Class R6 31.00% 0.50% $
: .0M -- 05/01/2009
: 4 DFA Emerging Markets Value Portfolio Institutional Class 3.00% 0.
: 61% $.0M -- 04/01/1998
: 5 Fidelity Contrafund - Class K 55.00% 0.69% $.0M -- 05/17
|
