fidelity 401k 求投资建议 - Investment版 - 未名存档

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Investment版 - fidelity 401k 求投资建议

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● 求问401k投放比例和投资方式	● 401K 投资组合求推荐，谢谢
● 401K 求推荐_Fidelity fund	● 401k投资求建议
● 401k的问题求教	● 401k fidelity fund 求推荐。
● 401k投资选择求助	● 请教401k选择
● 请推荐401K组合	● 新人的Fidelity 401k咋理财，困惑
● 403b分配问题	● 求401k组合
● 请教401k基金选择	● fidelity的401k就十来种选择吗?
● 请问fidelity fund	● 401k基金怎么选？

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话题: date话题: inception话题: 01话题: 31话题: 2012

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c*******d 发帖数: 353	1 I can take moderate risk, I seek moderate risk growth in 401k, here are my first 401k fund selections. Another question I would like to ask is if I should merge my 2nd 401k into my first. Funds I already own is marked by . Thank you! Fund name, inception date, 1Y, 3Y, 5Y, 10Y, lifetime, As of Date return rate Stock Investments Large Cap ABF LG CAP VAL INV Inception Date 08/01/1994 -0.55 17.78 -1.86 5.11 7.75 01/31/2012 EATON LG CAP VALUE A Inception Date 09/23/1931 -2.25 12.34 -2.08 3.94 9.02 01/31/2012 FID CONTRAFUND Inception Date 05/17/1967 4.27 18.87 3.15 7.54 12.16 01/31/2012 FID INDEPENDENCE Inception Date 03/25/1983 -3.43 21.80 2.04 4.72 11.17 01/31/2012 * FID SEL INDUSTRIALS Inception Date 03/03/1997 -0.33 27.70 5.39 9.24 9.15 01/31/2012 SPTN 500 INDEX INV Inception Date 02/17/1988 4.11 19.18 0.28 3.45 9.23 01/31/2012 Mid-Cap * ARTISAN MID CAP VAL Inception Date 03/28/2001 7.54 24.28 4.74 11.21 10.84 01/31/2012 ASTON/F MID CAP N Inception Date 09/19/1994 -0.68 30.31 5.23 8.46 12.04 01/31/2012 COL MID CP VAL OP R4 Inception Date 02/14/2002 -4.28 22.32 0.28 N/A 8.03 01/31/2012 * FID LOW PRICED STK Inception Date 12/27/1989 4.70 23.92 2.99 9.08 14.02 01/31/2012 FID MID CAP STOCK Inception Date 03/29/1994 2.03 26.90 1.63 4.86 10.93 01/31/2012 * MSIF MID CAP GRTH P Inception Date 01/31/1997 -1.10 30.86 5.34 8.32 9.84 01/31/2012 SPTN EXT MKT IDX INV Inception Date 11/05/1997 2.22 25.37 2.71 7.72 6.11 01/31/2012 Small Cap * ALLNZ NFJ SMCPVAL AD Inception Date 11/01/1995 5.29 21.66 4.77 10.79 11.73 01/31/2012 * BROWN SMALL CO INST Inception Date 07/23/1992 8.56 26.87 9.44 5.72 11.27 01/31/2012 FID SMALL CAP GROWTH Inception Date 11/03/2004 2.84 25.10 3.02 N/A 8.17 01/31/2012 KEELEY SMALL CAP VAL Inception Date 10/01/1993 -2.11 19.87 -0.83 8.53 11.21 01/31/2012 WFA SM CAP VAL INV Inception Date 12/31/1997 1.28 24.46 3.94 10.57 12.81 01/31/2012 International FID DIVERSIFD INTL Inception Date 12/27/1991 -9.37 13.81 -3.58 6.80 8.24 01/31/2012 FID EMERGING MKTS Inception Date 11/01/1990 -11.35 25.05 0.50 12.35 5.17 01/31/2012 HARBOR INTL INV Inception Date 11/01/2002 -5.88 19.05 0.14 N/A 11.65 01/31/2012 * OAKMARK INTL I Inception Date 09/30/1992 -10.10 22.55 -0.33 8.31 9.83 01/31/2012 Specialty FID REAL ESTATE INVS Inception Date 11/17/1986 11.80 34.49 -2.13 10.90 10.35 01/31/2012 Blended Investment* Large Cap FID BALANCED Inception Date 11/06/1986 3.77 16.96 2.51 6.38 9.06 01/31/2012 FID FREEDOM 2030 Inception Date 10/17/1996 -0.52 17.18 0.42 4.25 6.08 01/31/2012 FID FREEDOM 2040 Inception Date 09/06/2000 -1.81 17.38 -0.15 4.06 0.96 01/31/2012 FID FREEDOM 2000 Inception Date 10/17/1996 3.12 9.94 3.26 3.95 5.70 01/31/2012 FID FREEDOM 2005 Inception Date 11/06/2003 1.91 13.49 2.42 N/A 4.60 01/31/2012 FID FREEDOM 2010 Inception Date 10/17/1996 1.73 14.37 2.65 4.61 6.51 01/31/2012 FID FREEDOM 2015 Inception Date 11/06/2003 1.68 14.77 2.33 N/A 5.12 01/31/2012 FID FREEDOM 2020 Inception Date 10/17/1996 1.01 16.26 1.61 4.65 6.51 01/31/2012 FID FREEDOM 2025 Inception Date 11/06/2003 0.02 16.77 1.33 N/A 5.08 01/31/2012 FID FREEDOM 2035 Inception Date 11/06/2003 -1.69 17.18 0.12 N/A 4.72 01/31/2012 FID FREEDOM 2045 Inception Date 06/01/2006 -2.08 17.52 -0.19 N/A 1.64 01/31/2012 FID FREEDOM 2050 Inception Date 06/01/2006 -2.58 17.71 -0.65 N/A 1.25 01/31/2012 FID FREEDOM INCOME Inception Date 10/17/1996 3.20 9.68 3.53 3.92 5.12 01/31/2012 Bond Investments Stable Value FID MGD INC PORT Inception Date 09/07/1989 7 day yield as of 01/31/2012 1.31% 1.33 1.40 2.42 3.35 4.98 01/31/2012 Income * FID CAPITAL & INCOME Inception Date 11/01/1977 -0.77 26.04 7.59 10.48 10.20 01/31/2012 * METWEST TOT RTN BD M Inception Date 03/31/1997 6.17 11.82 7.91 6.63 7.39 01/31/2012 * PIMCO TOT RETURN ADM Inception Date 09/08/1994 6.30 9.30 8.41 6.67 7.43 01/31/2012 SPTN US BOND IDX INV Inception Date 03/08/1990 8.48 7.29 6.09 5.57 7.06 01/31/2012 Short-Term Investments FID RETIRE MMKT Inception Date 12/02/1988 7 day yield as of 01/31/2012 0.01% 0.01 0.17 1.63 1.97 3.94 01/31/2012 FID US TREA MM Inception Date 01/05/1988 7 day yield as of 01/31/2012 0.01% 0.01 0.02 1.10 1.59 3.70 01/31/2012 In another 401k I have the following Funds: Stock Investments Large Cap * BLKRK EQUITY DIV I Inception Date 11/29/1988 6.67 17.56 2.87 7.24 9.56 01/31/2012 FA NEW INSIGHTS I Inception Date 07/31/2003 3.53 18.37 2.81 N/A 9.77 01/31/2012 LM CBA APPR I Inception Date 01/30/1996 4.19 16.08 2.28 4.70 7.42 01/31/2012 NB SOCIALLY RESP I Inception Date 11/28/2007 -1.46 19.64 N/A N/A -0.21 01/31/2012 SPTN 500 INDEX INV Inception Date 02/17/1988 4.11 19.18 0.28 3.45 9.23 01/31/2012 Mid-Cap PERKINS MID CP VAL I Inception Date 07/06/2009 0.52 N/A N/A N/A 15.96 01/ 31/2012 * TRP MID CAP GROWTH Inception Date 06/30/1992 2.47 26.56 6.23 8.54 13.31 01/31/2012 Small Cap * JPM SMALL CAP EQ R5 Inception Date 05/15/2006 8.79 25.54 6.37 N/A 7.32 01/31/2012 * TRP NEW HORIZONS Inception Date 06/03/1960 13.72 32.80 7.04 8.92 11.01 01/31/2012 International THORNBURG INT VAL R5 Inception Date 02/01/2005 -8.55 15.18 0.62 N/A 6.66 01/31/2012 VANGUARD INTL GROWTH Inception Date 09/30/1981 -6.56 19.63 -0.70 6.88 10.75 01/31/2012 VANGUARD INTL VALUE Inception Date 05/16/1983 -9.94 13.78 -3.08 6.97 9.25 01/31/2012 Blended Investments Large Cap TRP RETIREMENT 2020 Inception Date 09/30/2002 2.16 18.93 2.27 N/A 8.55 01/31/2012 TRP RETIREMENT 2025 Inception Date 02/27/2004 1.50 19.78 1.82 N/A 5.39 01/31/2012 TRP RETIREMENT 2030 Inception Date 09/30/2002 1.13 20.50 1.51 N/A 8.82 01/31/2012 TRP RETIREMENT 2035 Inception Date 02/27/2004 0.66 20.85 1.27 N/A 5.23 01/31/2012 TRP RETIREMENT 2040 Inception Date 09/30/2002 0.60 20.86 1.29 N/A 8.73 01/31/2012 TRP RETIREMENT 2045 Inception Date 05/31/2005 0.57 20.90 1.30 N/A 4.93 01/31/2012 TRP RETIREMENT 2055 Inception Date 12/29/2006 0.69 20.90 1.29 N/A 1.56 01/31/2012 TRP RETIRE INCOME Inception Date 09/30/2002 3.57 13.15 3.86 N/A 6.73 01/31/2012 TRP RETIREMENT 2005 Inception Date 02/27/2004 3.78 14.84 3.66 N/A 5.47 01/31/2012 TRP RETIREMENT 2010 Inception Date 09/30/2002 3.21 16.30 3.09 N/A 8.04 01/31/2012 TRP RETIREMENT 2015 Inception Date 02/27/2004 2.69 17.74 2.74 N/A 5.50 01/31/2012 TRP RETIREMENT 2050 Inception Date 12/29/2006 0.63 20.89 1.27 N/A 1.57 01/31/2012 Bond Investments Stable Value FA STABLE VALUE Inception Date 10/02/1996 7 day yield as of 01/31/2012 1.46% 1.45 1.65 2.57 3.28 4.20 01/31/2012 Income FA HIGH INC ADV I Inception Date 01/05/1987 1.53 27.10 5.30 10.09 9.69 01/31/2012 * FA STRAT INCOME I Inception Date 10/31/1994 5.67 15.50 7.85 8.68 8.71 01/31/2012 PIM TOTAL RT INST Inception Date 05/11/1987 6.57 9.57 8.68 6.94 8.35 01/31/2012 VANG INFL PROT SEC Inception Date 06/29/2000 15.72 10.48 8.06 7.50 7.71 01/31/2012
j****y 发帖数: 1714	2 sell old funds，buy the following: spartan bond index 30％ spartan s&p 500 index 40％ vanguard international growth 15％ vanguard international value 15％ . return 【在 c******d 的大作中提到】 : I can take moderate risk, I seek moderate risk growth in 401k, here are my : first 401k fund selections. Another question I would like to ask is if I : should merge my 2nd 401k into my first. Funds I already own is marked by . : Thank you! : Fund name, inception date, 1Y, 3Y, 5Y, 10Y, lifetime, As of Date return : rate : Stock Investments : Large Cap : ABF LG CAP VAL INV : Inception Date 08/01/1994 -0.55 17.78 -1.86 5.11 7.75
c*******d 发帖数: 353	3 Hi joyjoy, thanks for your suggestions. I've changed my election to the following: Stock Investments Large Cap FID CONTRAFUND 15% Stock Investments Large Cap FID SEL INDUSTRIALS 0% Stock Investments Large Cap SPTN 500 INDEX ADV 15% Stock Investments Mid-Cap ARTISAN MID CAP VAL 20% Stock Investments Small Cap ALLNZ NFJ SMCPVAL AD 10% Stock Investments International OAKMARK INTL I 15% Stock Investments Specialty FID REAL ESTATE INVS 10% Bond Investments Income FID CAPITAL & INCOME 0% Bond Investments Income SPTN US BOND IDX ADV 15% I realized it's best for me to invest in the index fund directly. I don't have the Vanguard international funds you listed in my primary 401k account. I'll probably do a rebalance in a month to get contra/sel ind -> sp500 idx fund and merge my bonds into US bond idx fund. I also have about 50k cash in IRA rolled over from old 401k account I want to invest conservatively in bond for steady cash generation, My elections are 20k VIPSX (inflation protection us gov bond) 40% 10K PTTRX (Pimco Total Return) 20% 10K FSRIX (International Gov Bond) 20% Not sure where I should put my last 10K, any good suggestions? Maybe I should buy some vanguard international growth value because now they are at a low point. Thanks,
c**********0 发帖数: 624	4 I can send you some reports regarding your portfolio. but it looks fine. large cap low risk now

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相关话题的讨论汇总
话题: date话题: inception话题: 01话题: 31话题: 2012

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