J**********y 发帖数: 1891 | 1 请大家推荐几个好的401k里用的mutual fund吧。。。
请教大家:
是不是只能投资于Fidelity里面的那几个mutual fund.
我看了一下那个Sp500的fund有如下的expense fee等,是否太贵了?
还有什么其他比较好的mutual fund请大家推荐?
非常感谢!
Fees
Management Fee
0.03%
Expenses & Fees
Expense Ratio
as of 05/04/2011 0.05%
($0.50 per $1000)
Expense Ratio after Reductions
as of 08/31/2011 0.05%
($0.50 per $1000) |
s********y 发帖数: 3811 | 2 the expense for this one is already very low.
the avg fee for index funds is around 0.2%, 0.5-1.0% for mutual funds.
【在 J**********y 的大作中提到】 : 请大家推荐几个好的401k里用的mutual fund吧。。。 : 请教大家: : 是不是只能投资于Fidelity里面的那几个mutual fund. : 我看了一下那个Sp500的fund有如下的expense fee等,是否太贵了? : 还有什么其他比较好的mutual fund请大家推荐? : 非常感谢! : Fees : Management Fee : 0.03% : Expenses & Fees
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j****y 发帖数: 1714 | 3 You have to list your fund choices before others can suggest anything.
Each 401k is unique. |
c*****e 发帖数: 1106 | 4 VINIX?
0.05 is very low even for a S&P500 index fund, you can see that a fund with
this low expense like VINIX is institutional class that's not open to retain
investors. It's ideal for core holdings in a 401K account IMO. |
t*m 发帖数: 4414 | 5 could be VINIX. A very good fund.
some employers offer even better SP500 MF, with expense ratio at 0.02% |