h******n
发帖数: 106 | 1 Depends on your risk tolerance.
MAPTX is stock fund.
MACSX is balanced fund.
return的数据包括dividend. |
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s**********v
发帖数: 1379 | 2 我买了FNMIX 还可以
我列了一个单子，请大家评论一下
fsmex
figrx
fdivx
fscsx
flatx
其他的:
mchfx
bplex
maptx
macsx |
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z********g
发帖数: 105 | 3 个人倾向与MACSX，因为它好象也投BOND，比较稳健
另外那些return的数据包括divident 的收入吗？ |
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S**C
发帖数: 2964 | 5 MACSX is very unique, it is a hybrid fund, hold dividend paying stocks,
bonds and convertible.
If you prefer stock only, then MAPIX is a good choice. For China, I prefer
MCDFX to MCHFX, although I do not invest in either of these two. Just my
opinion. |
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t*m
发帖数: 4414 | 6 I have Fidelity New Markets Income Fund (FNMIX) and Matthews Pacific Tiger
Fund (MAPTX) in my taxable account. About 10K each.
Are they tax efficient?
(1) One is a bond funds, and the other is an active stock funds, therefore,
tend to be tax inefficient.
(2) But they are foreign funds. Will the foreign tax credit make them even
more tax efficient than a S&P 500 index funds?
(3) Should I put these two positions into IRA account and switch out ~20K
IVV to my taxable account?
Many thanks! |
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c**********0
发帖数: 624 | 7 Tax cost ratio
1 yr 3 yr 5 yr
FNMIX: 2.07 2.12 2.26
MAPTX: 0.24 0.26 1.12 |
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z********i
发帖数: 568 | 8 1. fschx
2. fsdpx
3. fdlsx
4. fsrpx
5. flvcx
6. flpsx
7. fcntx
8. tpinx
9. csrsx
10. maptx |
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z********i
发帖数: 568 | 9 1. fschx
2. fsdpx
3. fdlsx
4. fsrpx
5. flvcx
6. flpsx
7. fcntx
8. tpinx
9. csrsx
10. maptx |
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t*m
发帖数: 4414 | 10 I have Fidelity New Markets Income Fund (FNMIX) and Matthews Pacific Tiger
Fund (MAPTX) in my taxable account. About 10K each.
Are they tax efficient?
(1) One is a bond funds, and the other is an active stock funds, therefore,
tend to be tax inefficient.
(2) But they are foreign funds. Will the foreign tax credit make them even
more tax efficient than a S&P 500 index funds?
(3) Should I put these two positions into IRA account and switch out ~20K
IVV to my taxable account?
Many thanks! |
|
t*m
发帖数: 4414 | 11 I have Fidelity New Markets Income Fund (FNMIX) and Matthews Pacific Tiger
Fund (MAPTX) in my taxable account. About 10K each.
Are they tax efficient?
(1) One is a bond funds, and the other is an active stock funds, therefore,
tend to be tax inefficient.
(2) But they are foreign funds. Will the foreign tax credit make them even
more tax efficient than a S&P 500 index funds?
(3) Should I put these two positions into IRA account and switch out ~20K
IVV to my taxable account?
Many thanks! |
|
