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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