j****h
发帖数: 219 | 1 我个人以为最好的基金是 OAKBX。我费很多时间，也就刚刚能接近 OAKBX 的水平。 |
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u*********r
发帖数: 1181 | 2 上面部分是费用，下面部分是各自相应的average annual total return。
非常感谢啊
Gross Expense Ratio：
=======================
TIER I - LIFECYCLE FUNDS
- show details. - hide details.
LIFEPATH 2015 07/05/2006 Blended Fund Investments* N/A 0.1221
% No additional fees apply.
LIFEPATH 2020 06/30/2006 Blended Fund Investments* N/A 0.1092
% No additional fees apply.
LIFEPATH 2025 07/05/2006 Blended Fund Investments* N/A 0.1237
% No additional fees apply.
LIFEPATH 2030 06/3... 阅读全帖 |
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o****3
发帖数: 5100 | 5 so is in fidelity.
it has been open to newcomers for a while. |
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S**C
发帖数: 2964 | 6 OAKBX, FPACX, IVWIX, MACSX, IVAEX
Disclosure: we own all these funds mentioned above. |
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S**C
发帖数: 2964 | 7 OAKBX, FPACX, MACSX are available in most brokerage as NTF.
IVAEX is available in thinkorswim for $1000 minimum. It is the best class
for Ivy Asset Strategy.
IVWIX is available in Fido with a transaction fee in for retirement account,
or you can get it from Wellstrade for retirement account for $1000 minimum.
In Wellstrade you can get 100 free trade per account if you have $25000
total asset with them, IMO, it is the best deal among all brokerage. |
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S**C
发帖数: 2964 | 8 If you already decided 60/40 allocation, why not choose several good
allocation fund, such as OAKBX, FPACX, and IVWIX, let them work for you? |
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s******d
发帖数: 323 | 9 我也是在某个论坛看到的。是说的oakbx这个fund。
Toyota是OAKGX最近新加的holding, 占3.31 %。所以我就随便问问。
发过去email就两行，回信大概20行。。汗。也许是问这个的比较多
用的模板？
回信大意是toyota公司本身没啥问题，唯一担心的是美国政府和媒体
渲染的过分了，而且有conflict of interest.希望obama意识到
toyota创造24000个就业机会呢，别玩过了。 |
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l******e
发帖数: 3426 | 10 我也是这么想的，打算先弄一点OAKBX
然后IVWIX弄一些，没想好多少比例分配目前打算50/50，IVWIX好像看起来风险大些，
费用高些，看了半天基础知识，前面怎么算expense的都忘了，明天再翻回去复习一下
然后那这两个fund算算 |
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j****h
发帖数: 219 | 11 OAKBX 更好，
Trailing 3-Yr through 04-30-10 | *Trailing 5-Yr through 04-30-10
Standard Deviation 11.53
Mean 4.32
Sharpe Ratio 0.24
Bear Market Decile Rank* 1 |
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j****h
发帖数: 219 | 12 这个文章不错，我原来有 FSIIX， VWELX， 最近刚买了 CSRSX， PRNEX。很奇怪
PRPFX OAKBX LSBRX 不在LIST。 |
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