S**C
发帖数: 2964 | 1 For example, if I want to compare 35% VFICX and 65% VFINX, annual re-balance
vs VWELX. |
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S**C
发帖数: 2964 | 2 You could use 60% VEIPX and 40% VFICX. |
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c******g
发帖数: 2323 | 3 VWELX and VWINX 是同一个经理把，把所有投资教给一个经理不是很安全，二楼的建议
可以听，或者VFICX 换成 VTINX， 更激进一点 |
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S**C
发帖数: 2964 | 4 VWELX is constructed as a traditional hybrid fund with 60-70% equity, most
of the time is ~65%, invests in mostly good quality US large cap value
stocks, quite similar to VEIPX. Its bond sleeve is mostly investment grade
corporated bond, similar to VFICX. |
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f*********7
发帖数: 1040 | 5 请高手指点：vanguard Roth IRA 买哪个funds 比较合适？
PS：新手，对股票知识是白痴 （也 不准备买）。准备３０年后退休，可以承担low－
moderate risk。 可供选择的below： thanks
Mutual funds
General attributes
Name (Minimum)
Ticker
Asset
Class
Fund No.
Expense ratio
Admiral Treasury Money Market
VUSXX
Money Market
0011
0.09%
Federal Money Market
VMFXX
Money Market
0033
0.11%
Prime Money Market ($3,000 minimum)
VMMXX
Money Market
0030
0.16%
Short-Term Bond Index ($3,000 minimum)
VBISX
Bond - Short-term Investment
0132
0.20%
Short-Term Federal ($3... 阅读全帖 |
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f*********7
发帖数: 1040 | 6 请高手指点：vanguard Roth IRA 买哪个funds 比较合适？
PS：新手，对股票知识是白痴 （也 不准备买）。准备３０年后退休，可以承担low－
moderate risk。 可供选择的below： thanks
Mutual funds
General attributes
Name (Minimum)
Ticker
Asset
Class
Fund No.
Expense ratio
Admiral Treasury Money Market
VUSXX
Money Market
0011
0.09%
Federal Money Market
VMFXX
Money Market
0033
0.11%
Prime Money Market ($3,000 minimum)
VMMXX
Money Market
0030
0.16%
Short-Term Bond Index ($3,000 minimum)
VBISX
Bond - Short-term Investment
0132
0.20%
Short-Term Federal ($3... 阅读全帖 |
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发帖数: 1 | 7 widemouth大牛，我是在vanguard开的户。你说的那两个指数，具体是下面的哪一个啊？
Mutual funds
General attributes
Name (Minimum)Sort TickerSort Asset
ClassSort Fund No. Expense ratio
Federal Money Market ($3,000 minimum) VMFXX Money Market 0033
0.11%
Prime Money Market ($3,000 minimum) VMMXX Money Market 0030
0.16%
Treasury Money Market ($50,000 minimum) VUSXX Money Market
0011 0.09%
California Municipal Money Market ($3,000 minimum) VCTXX Money
Market... 阅读全帖 |
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