G*******m
发帖数: 16326 | 1 Vanguard Inflation-Protected Secs I (VIPIX)
11.56 Up 0.07(0.61%) Feb 4 |
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n********e
发帖数: 1789 | 2 如下。哪些fund属于比较好的？最后的VIPIX是不是还挺好的？
MGEMX(Imerging Market) expense 1.48%,是不是完全不值得？
谢谢
Symbol Description Exp. Ratio
*** Large Cap ***
ABLYX ABF LARGE CAP VAL Y 0.70%
BTC EQUITY INDEX T 0.045%
FCAKX FID CAP APPREC K 0.75%
SLADX SELECTED AMERICAN D 0.60%
PRGFX TRP GROWTH STOCK 0.70%
*** Mid Cap ***
BTC EXTD EQ MRKT K 0.12%
FLPKX FID LOW PRICED STK K 0.71%
MGOYX MUNDER MDCPCORE GR Y 1.08%
*** Small Cap ***
... 阅读全帖 |
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D*****l
发帖数: 357 | 3 麻烦大家指点下401K的选择。。。应该怎么组合呢？本人40岁。谢谢
FID CONTRAFUND K (FCNKX)
05/17/1967
Stock Investments Large Cap 10.40% 17.55% 17.24% 9.95%
HTFD DIV & GRTH R5 (HDGTX)
07/22/1996
Stock Investments Large Cap 4.26% 16.05% 15.61% 8.37%
SPTN 500 INDEX INST (FXSIX)
02/17/1988
Stock Investments Large Cap 7.40% 17.28% 17.31% 7.87%
JANUS ENTERPRISE N (JDMNX)
09/01/1992
Stock Investments Mid-Cap 13.29% 19.29% 18.77% 10.96%
JH DSCPL VAL MDCP R6 (JVMRX)
06/02/1997
Stock Investments... 阅读全帖 |
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N*****5
发帖数: 35 | 4 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 Investmen... 阅读全帖 |
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G*******m
发帖数: 16326 | 9 和Vanguard Inflation-Protected Secs I (VIPIX)
Investment Information
Min Initial Investment: 5,000,000
Min Initial Investment, IRA: N/A
Min Initial Investment, AIP: N/A
Min Subsequent Investment: 100
Min Subsequent Investment, IRA: N/A
Min Subsequent Investment, AIP: N/A |
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G*******m
发帖数: 16326 | 11 LQD，今天119.00买回。
给自己分红0.24，5天分红=0.6105 |
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G*******m
发帖数: 16326 | 13 做的是没有手续费的波动。
而且是有接近4%的分红。 |
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