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f********i
发帖数: 563 | 1 公司提供的401K的选项如下，在目前的股市形势下，请大家帮忙看看怎么分配。
Stock Investments Help for Stock Investments
Investment
Average Annual Returns
Desired %
1 Yr 3 Yr 5 Yr 10 Yr Life As of
Large Cap
FID CONTRAFUND K
Inception Date 05/17/1967 17.55% 21.65% 15.88% 10.37% 12.54%
09/30/2014 %
MFS GROWTH R4
Inception Date 04/01/2005 14.81% 21.68% 15.52% 10.37% 10.2%
09/30/2014 %
MFS VALUE R4
Inception Date 04/01/2005 15.44% 22.69% 14.12% 8.66% 7.98%
09/30/2014 %
VANGUARD INST INDEX
Inception Date 07/31/1990 19.69% 22.96% 15.67% 8.11% 9.64%
09/30/2014 %
Mid-Cap
HARTFORD MID CAP Y
Inception Date 12/31/1997 15.37% 25.38% 16.31% 11.09% 12.98%
09/30/2014 %
NB GENESIS - INST CL
Inception Date 07/01/1999 3.28% 17.25% 14.25% 10.05% 11.78%
09/30/2014 %
VANG EXT MKT IDX ADM
Inception Date 11/13/2000 9.7% 23.45% 16.46% 10% 7.6% 09/
30/2014 %
Small Cap
FRTG TMPN SM CP GR I
Inception Date 03/23/2011 -0.34% 23.9% N/A N/A 12.53% 09/
30/2014 %
TRP INST SM CAP STK
Inception Date 03/31/2000 6.97% 23.85% 17.83% 10.64% 9.74%
09/30/2014 %
International
LZRD EMRG MKTS EQ IS
Inception Date 07/15/1994 View Restrictions 4.52% 9.01% 5.91% 12
.51% 7.88% 09/30/2014 %
MFS RESEARCH INTL R4
Inception Date 04/01/2005 0.99% 12.06% 6.57% 6.82% 5.92%
09/30/2014 %
Blended Fund Investments Help for Blended Fund Investments
Investment
Average Annual Returns
Desired %
1 Yr 3 Yr 5 Yr 10 Yr Life As of
FID PURITAN K
Inception Date 04/16/1947 15.15% 16.21% 12.23% 7.58% 11.12%
09/30/2014 %
VANG TARGET RET 2015
Inception Date 10/27/2003 9.07% 11.74% 9.23% 6.32% 6.52%
09/30/2014 %
VANG TARGET RET 2025
Inception Date 10/27/2003 10.8% 14.61% 10.62% 6.67% 6.91%
09/30/2014 %
VANG TARGET RET 2035
Inception Date 10/27/2003 12.2% 17.23% 11.82% 7.2% 7.5% 09
/30/2014 %
VANG TARGET RET 2045
Inception Date 10/27/2003 12.73% 17.89% 12.14% 7.61% 7.93%
09/30/2014 %
VANG TARGET RET 2055
Inception Date 08/18/2010 12.69% 17.91% N/A N/A 13.63% 09/
30/2014 %
VANG TARGET RET INC
Inception Date 10/27/2003 6.47% 7.4% 6.96% 5.52% 5.62% 09/
30/2014 %
Bond Investments Help for Bond Investments
Investment
Average Annual Returns
Desired %
1 Yr 3 Yr 5 Yr 10 Yr Life As of
Income
VANG TOT BD MKT INST
Inception Date 09/18/1995 3.91% 2.34% 4.06% 4.64% 5.65% 09
/30/2014 %
Other
VANG INFL PROT INST
Inception Date 12/12/2003 1.54% 1.27% 4.45% 4.52% 4.69% 09
/30/2014 %
Short Term Investments Help for Short Term Investments
Investment
Average Annual Returns
Desired %
1 Yr 3 Yr 5 Yr 10 Yr Life As of
FID INST MMKT
Inception Date 07/05/1985
7 day yield as of 09/30/2014 0.04% 0.04% 0.11% 0.15% 1.82% 4
.13% 09/30/2014 | r****m
发帖数: 1204 | 2 我看到有公司提供选择401K基金的服务， 很便宜的， 你可以google一下。 |
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