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b********n
发帖数: 632 | 1 去年一年的401k全放在money market.今年想投资一下，本人40岁，以下是
可选的投资方案。烦请各位大牛能否帮忙选一个？谢谢。
Investments 1 YR 3 YR 5 YR 10 YR Life As of Date
Stock Investments
Large Cap
FID BLUE CHIP GR
Inception Date 12/31/1987 15.26 14.80 6.95 7.86 10.50 01/
31/2013
FID CONTRAFUND
Inception Date 05/17/1967 15.02 13.92 4.83 10.45 12.22 01/
31/2013
FID DIVIDEND GR
Inception Date 04/27/1993 15.80 12.90 4.78 6.77 10.26 01/
31/2013
FID EQ DIV INCOME
Inception Date 08/21/1990 17.36 11.32 0.98 6.49 9.90 01/
31/2013
FID EQUITY INC
Inception Date 05/16/1966 19.63 11.94 1.64 7.05 11.45 01/
31/2013
FID EXPORT & MULTI
Inception Date 10/04/1994 15.63 10.95 2.24 8.39 11.48 01/
31/2013
FID FIDELITY FUND
Inception Date 04/30/1930 17.49 12.95 2.37 7.72 9.90 01/
31/2013
FID FIFTY
Inception Date 09/17/1993 17.56 14.44 2.77 6.10 8.95 01/
31/2013
FID GROWTH COMPANY
Inception Date 01/17/1983 13.74 16.55 6.61 11.75 12.69 01/
31/2013
FID LARGE CAP STOCK
Inception Date 06/22/1995 20.90 15.09 4.81 8.22 7.29 01/
31/2013
FID OTC PORTFOLIO
Inception Date 12/31/1984 7.26 13.82 7.01 10.75 12.50 01/
31/2013
SPTN TOT MKT IDX ADV
Inception Date 11/05/1997 16.84 14.66 4.58 8.73 5.39 01/
31/2013
Mid-Cap
FID GROWTH STRAT
Inception Date 12/28/1990 9.18 12.76 1.91 7.14 7.87 01/
31/2013
FID LOW PRICED STK
Inception Date 12/27/1989 17.25 15.14 7.00 11.98 14.15 01/
31/2013
FID MID CAP STOCK
Inception Date 03/29/1994 15.26 14.95 5.60 9.81 11.15 01/
31/2013
FID VALUE STRAT
Inception Date 12/31/1983 22.66 16.26 5.33 11.11 11.75 01/
31/2013
FID VALUE
Inception Date 12/01/1978 21.89 15.21 3.94 10.00 12.25 01/
31/2013
SPTN EXT MKT IDX ADV
Inception Date 11/05/1997 17.43 17.03 7.00 11.73 6.83 01/
31/2013
Small Cap
FID SM CAP DISCOVERY
Inception Date 09/26/2000 25.99 21.49 14.40 13.50 11.12 01/
31/2013
FID SMALL CAP VALUE
Inception Date 11/03/2004 22.69 16.15 9.76 N/A 10.54 01/
31/2013
International
FID DIVERSIFD INTL
Inception Date 12/27/1991 16.54 7.28 -1.41 9.42 8.62 01/
31/2013
FID OVERSEAS
Inception Date 12/04/1984 20.58 7.03 -3.18 8.60 10.13 01/
31/2013
Specialty
FID REAL ESTATE INVS
Inception Date 11/17/1986 14.50 22.31 6.98 12.07 10.50 01/
31/2013
Blended Investment*
FID FREEDOM 2000
Inception Date 10/17/1996 5.33 5.80 3.64 4.74 5.67 01/
31/2013
FID FREEDOM 2005
Inception Date 11/06/2003 7.51 7.53 3.36 N/A 4.91 01/
31/2013
FID FREEDOM 2010
Inception Date 10/17/1996 9.26 8.55 3.88 6.35 6.68 01/
31/2013
FID FREEDOM 2015
Inception Date 11/06/2003 9.50 8.69 3.73 N/A 5.59 01/
31/2013
FID FREEDOM 2020
Inception Date 10/17/1996 10.37 9.38 3.25 7.32 6.74 01/
31/2013
FID FREEDOM 2025
Inception Date 11/06/2003 11.80 9.96 3.32 N/A 5.79 01/
31/2013
FID FREEDOM 2030
Inception Date 10/17/1996 12.32 10.19 2.61 7.55 6.45 01/
31/2013
FID FREEDOM 2035
Inception Date 11/06/2003 13.24 10.34 2.51 N/A 5.61 01/
31/2013
FID FREEDOM 2040
Inception Date 09/06/2000 13.44 10.41 2.34 7.77 1.92 01/
31/2013
FID FREEDOM 2045
Inception Date 06/01/2006 13.74 10.52 2.31 N/A 3.36 01/
31/2013
FID FREEDOM 2050
Inception Date 06/01/2006 13.98 10.54 1.94 N/A 3.06 01/
31/2013
FID FREEDOM 2055
Inception Date 06/01/2011 14.23 N/A N/A N/A 4.67 01/
31/2013
FID FREEDOM INCOME
Inception Date 10/17/1996 5.33 5.72 3.90 4.55 5.13 01/
31/2013
FID PURITAN
Inception Date 04/16/1947 12.49 11.10 4.83 7.70 11.02 01/
31/2013
Bond Investments
Income
FID INTERMED BOND
Inception Date 05/23/1975 3.48 5.50 5.41 4.63 7.87 01/
31/2013
FID INVST GR BD
Inception Date 08/06/1971 4.25 6.70 5.66 4.86 7.42 01/
31/2013
FID SHORT TERM BOND
Inception Date 09/15/1986 1.74 2.36 2.15 2.49 4.93 01/
31/2013
Short-Term Investments
* FID RETIRE MMKT
Inception Date 12/02/1988
7 day yield as of
01/31/2013 0.01% 0.01 0.01 0.64 1.82 3.77 01/31/2013 | n******n
发帖数: 12088 | 2 40还要别人帮选401k？恶补投资知识吧。
【在 b********n 的大作中提到】
: 去年一年的401k全放在money market.今年想投资一下，本人40岁，以下是
: 可选的投资方案。烦请各位大牛能否帮忙选一个？谢谢。
: Investments 1 YR 3 YR 5 YR 10 YR Life As of Date
: Stock Investments
: Large Cap
: FID BLUE CHIP GR
: Inception Date 12/31/1987 15.26 14.80 6.95 7.86 10.50 01/
: 31/2013
: FID CONTRAFUND
: Inception Date 05/17/1967 15.02 13.92 4.83 10.45 12.22 01/
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