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N*****5
发帖数: 35 | 1 现在选的FID FREEDOM K 2050 (FFKHX), 有必要改吗?
50% stock + 50% bond 的组合怎么样? 求推荐, 谢谢!
SPTN EXT MKT IDX ADV (FSEVX) 50%
VANG TOT BD MKT INST (VBTIX) 50%
Fund list如下:
Name/Inception Date Asset Class Category 1 Year 3 Year 5 Year 10 Year/
LOF* Returns As Of Bench- mark
FID GROWTH CO POOL
12/13/2013 Stock Investments Large Cap Growth 21.80% N/A N/A 18.79%
07/31/2015 Show
Benchmark: Russell 3000 Growth 16.37% 18.94% 17.76% 15.46 07/31/2015
TRP BLUE CHIP GR T5
09/30/2009 Stock Investments Large Cap Growth 18.52% 21.95% 19.92% 17.
85% 07/31/2015 Show
Benchmark: S&P 500 11.21% 17.58% 16.24% 14.9 07/31/2015
VANGUARD INST INDEX (VINIX)
07/31/1990 Stock Investments Large Cap Blend 11.19% 17.55% 16.22% 7.73
% 07/31/2015 Show
VANG EQUITY INC ADM (VEIRX)
03/21/1988 Stock Investments Large Cap Value 7.22% 14.90% 15.86% 8.23%
07/31/2015 Show
SPTN EXT MKT IDX ADV (FSEVX)
11/05/1997 Stock Investments Mid-Cap Blend 11.15% 19.34% 16.56% 9.08%
07/31/2015 Show
FID LOW PRICED STK K (FLPKX)
12/27/1989 Stock Investments Mid-Cap Value 9.44% 18.66% 16.04% 9.22%
07/31/2015 Show
ABF SM CAP VAL INST (AVFIX)
12/31/1998 Stock Investments Small Cap Value 6.84% 17.77% 14.68% 7.39%
07/31/2015 Show
FID DIVERSIFD INTL K (FDIKX)
12/27/1991 Stock Investments Foreign 7.05% 14.65% 10.04% 5.93% 07/31/
2015 Show
TMPL INST FRGN SM CO (TFSCX)
10/21/2002 Stock Investments Foreign 0.63% 12.60% 9.92% 8.67% 07/31/
2015 Show
TRP REAL ESTATE (TRREX)
10/31/1997 Stock Investments Specialty 11.50% 10.64% 13.57% 6.94% 07/
31/2015 Show
FID FREEDOM K 2005 (FFKVX)
07/02/2009 Blended Fund Investments* Asset Allocation 3.92% 6.03% 6.45%
8.28% 07/31/2015 Show
FID FREEDOM K 2010 (FFKCX)
07/02/2009 Blended Fund Investments* Asset Allocation 4.57% 7.52% 7.70%
9.45% 07/31/2015 Show
FID FREEDOM K 2015 (FKVFX)
07/02/2009 Blended Fund Investments* Asset Allocation 5.12% 8.03% 8.05%
9.84% 07/31/2015 Show
FID FREEDOM K 2020 (FFKDX)
07/02/2009 Blended Fund Investments* Asset Allocation 5.58% 8.78% 8.75%
10.77% 07/31/2015 Show
FID FREEDOM K 2025 (FKTWX)
07/02/2009 Blended Fund Investments* Asset Allocation 6.22% 10.31% 9.78
% 11.74% 07/31/2015 Show
FID FREEDOM K 2030 (FFKEX)
07/02/2009 Blended Fund Investments* Asset Allocation 7.11% 11.16% 10.
31% 12.34% 07/31/2015 Show
FID FREEDOM K 2035 (FKTHX)
07/02/2009 Blended Fund Investments* Asset Allocation 7.52% 12.31% 10.
96% 12.90% 07/31/2015 Show
FID FREEDOM K 2040 (FFKFX)
07/02/2009 Blended Fund Investments* Asset Allocation 7.50% 12.43% 11.
05% 13.04% 07/31/2015 Show
FID FREEDOM K 2045 (FFKGX)
07/02/2009 Blended Fund Investments* Asset Allocation 7.52% 12.72% 11.
22% 13.21% 07/31/2015 Show
FID FREEDOM K 2050 (FFKHX)
07/02/2009 Blended Fund Investments* Asset Allocation 7.55% 12.82% 11.
30% 13.28% 07/31/2015 Show
FID FREEDOM K 2055 (FDENX)
06/01/2011 Blended Fund Investments* Asset Allocation 7.47% 13.11% N/A
8.75% 07/31/2015 Show
FID FREEDOM K 2060 (FDKNX)
08/05/2014 Blended Fund Investments* Asset Allocation N/A N/A N/A 7.92
% 07/31/2015 Show
FID FREEDOM K INCOME (FFKAX)
07/02/2009 Blended Fund Investments* Asset Allocation 2.75% 4.05% 4.59%
5.97% 07/31/2015 Show
VANG INFL PROT INST (VIPIX)
06/29/2000 Bond Investments Intermed Government -1.25% -1.29% 3.33% 4.
29% 07/31/2015 Show
FID INTERMED BOND (FTHRX)
05/23/1975 Bond Investments Intermediate-Term 1.99% 1.61% 3.08% 4.14%
07/31/2015 Show
VANG TOT BD MKT INST (VBTIX)
12/11/1986 Bond Investments Intermediate-Term 2.77% 1.50% 3.22% 4.62%
07/31/2015 Show
MIP II CL 1
04/20/1993
7 day yield as of
07/31/2015 1.39% Bond Investments Stable Value 1.30% 1.19% 1.31% 2.
29% 07/31/2015 Show | s******e
发帖数: 2181 | 2 stock和bond眼下都不保险。
今天下来，应该很多人今年的return是负的了。不要再跟我强调401k是看长远的，赚的
多和亏的多都是一天一天积攒起来的。输30%钱的日子还在后头呢。 | m*********y
发帖数: 1890 | 3 110- 年龄放入股票。
Year/
【在 N*****5 的大作中提到】
: 现在选的FID FREEDOM K 2050 (FFKHX), 有必要改吗?
: 50% stock + 50% bond 的组合怎么样? 求推荐, 谢谢!
: SPTN EXT MKT IDX ADV (FSEVX) 50%
: VANG TOT BD MKT INST (VBTIX) 50%
: Fund list如下:
: Name/Inception Date Asset Class Category 1 Year 3 Year 5 Year 10 Year/
: LOF* Returns As Of Bench- mark
: FID GROWTH CO POOL
: 12/13/2013 Stock Investments Large Cap Growth 21.80% N/A N/A 18.79%
: 07/31/2015 Show
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