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p**h
发帖数: 1105 | 2 (1) do you have any suggestion? thx!
(2) or FPMAX (Spartan Emerging Markets Index Fund - Fidelity Advantage Class
)? However, if you compare FPMAX and FNMIX, FPMAX's history is too short (
from 09/07/2011 per yahoo financial). On the other hand, FNMIX performance
is much robust, and it covers emerging market as well although its holding
are bonds (but they are very high yield bonds, i am scared to do heavy
loading neither)
(3) one observation: always buy "Fidelity Advantage Class" fund, whose
ex... 阅读全帖 |
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u*********r
发帖数: 1181 | 3 上面部分是费用，下面部分是各自相应的average annual total return。
非常感谢啊
Gross Expense Ratio：
=======================
TIER I - LIFECYCLE FUNDS
- show details. - hide details.
LIFEPATH 2015 07/05/2006 Blended Fund Investments* N/A 0.1221
% No additional fees apply.
LIFEPATH 2020 06/30/2006 Blended Fund Investments* N/A 0.1092
% No additional fees apply.
LIFEPATH 2025 07/05/2006 Blended Fund Investments* N/A 0.1237
% No additional fees apply.
LIFEPATH 2030 06/3... 阅读全帖 |
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c****o
发帖数: 32446 | 4 难道就没有投资外国政府债卷的吗？比如说FNMIX就是international bond
哼哼 |
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s**********v
发帖数: 1379 | 5 我买了FNMIX 还可以
我列了一个单子，请大家评论一下
fsmex
figrx
fdivx
fscsx
flatx
其他的:
mchfx
bplex
maptx
macsx |
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S**P
发帖数: 835 | 6 不知下面这几个怎么样,求建议!
FSDPX
FNMIX
FSIIX
FSEMX
如果你认为以上几个不好,有没有较好的推荐? 谢谢! |
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t*m
发帖数: 4414 | 7 I see your point.
Only short-term bond are conservative enough to be "emergency funds"
by the way, the fidelity one is Fidelity New Markets Income, FNMIX (It's
high risk bond) |
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t*m
发帖数: 4414 | 9 风险高，可以进。
dollar cost averaging |
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S**C
发帖数: 2964 | 10 A flexible global bond fund such as TGBAX which currently hold 2/3 EM bond
may be a better option. |
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l*********e
发帖数: 7492 | 11 巨多。
几个不错的参考一下：fcntx,flpsx,fnmix...
另外fidelity的smart cash checking和他们家的fia 2% cash back credit card是俺选
择的重要考虑因素。
funds多 |
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R***n
发帖数: 25 | 12 I sold all my bonds recently and now held 20% in cash. I'm looking
opportunities to buy Fidelity High Income (SPHIX) or Fidelity New Markets
Income (FNMIX) or Fidelity Strategic Income (FSICX).
my
for. |
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t*m
发帖数: 4414 | 15 I have Fidelity New Markets Income Fund (FNMIX) and Matthews Pacific Tiger
Fund (MAPTX) in my taxable account. About 10K each.
Are they tax efficient?
(1) One is a bond funds, and the other is an active stock funds, therefore,
tend to be tax inefficient.
(2) But they are foreign funds. Will the foreign tax credit make them even
more tax efficient than a S&P 500 index funds?
(3) Should I put these two positions into IRA account and switch out ~20K
IVV to my taxable account?
Many thanks! |
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c**********0
发帖数: 624 | 16 Tax cost ratio
1 yr 3 yr 5 yr
FNMIX: 2.07 2.12 2.26
MAPTX: 0.24 0.26 1.12 |
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s******t
发帖数: 913 | 17 刚工作的新手，看list看晕了，求大家帮忙选选
目前想选这几支(bond+domestic+international)，不知道怎么样？谢谢大家指点~~
FSITX Spartan® U.S. Bond Index Fund - Fidelity Advantage class
FUSVX Spartan® 500 Index Fund - Fidelity Advantage class
FSGDX Spartan® Global ex U.S. Index Fund - Fidelity
Advantage Class
expense ratio分别是0.17,0.07，0.28
————————————————
可以选择的有这些：
FFFBX Fidelity Freedom® 2000 Fund 15,16 2.13 3.45 7.64 4.51 6.90 4.39 5
.63 10/17/96 n/a 0.490
FFFVX Fidelity Freedom® 2005 Fund 15,16 2.69 4.08 10.38 5... 阅读全帖 |
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t*m
发帖数: 4414 | 18 I have Fidelity New Markets Income Fund (FNMIX) and Matthews Pacific Tiger
Fund (MAPTX) in my taxable account. About 10K each.
Are they tax efficient?
(1) One is a bond funds, and the other is an active stock funds, therefore,
tend to be tax inefficient.
(2) But they are foreign funds. Will the foreign tax credit make them even
more tax efficient than a S&P 500 index funds?
(3) Should I put these two positions into IRA account and switch out ~20K
IVV to my taxable account?
Many thanks! |
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t*m
发帖数: 4414 | 19 I have Fidelity New Markets Income Fund (FNMIX) and Matthews Pacific Tiger
Fund (MAPTX) in my taxable account. About 10K each.
Are they tax efficient?
(1) One is a bond funds, and the other is an active stock funds, therefore,
tend to be tax inefficient.
(2) But they are foreign funds. Will the foreign tax credit make them even
more tax efficient than a S&P 500 index funds?
(3) Should I put these two positions into IRA account and switch out ~20K
IVV to my taxable account?
Many thanks! |
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b******m
发帖数: 1451 | 20 【 以下文字转载自 Investment 讨论区 】
发信人: llpbrace (pretty_Guy), 信区: Investment
标 题: 简单说一下美国的投资产品的回报率和风险
发信站: BBS 未名空间站 (Fri May 31 14:58:31 2013, 美东)
经常看到版上有些朋友说有“手里有闲钱，该怎么投资这类的问题”。于是我决定发一
个入门科普帖简单介绍下美国的投资产品和回报率，投资大牛请略过，转载请注明。某
些数据来源: Morgan Stanley 3D, Thomson Reuters, Kiplinger’s, Morningstar.
我是摩根士丹利新泽西分部的一名理财顾问，算是对理财有一个初步的了解。确实，对
于在美国生活时间不久而且手里有些闲钱的朋友，投资在美国是一个非常tricky的问题
。因为美国的金融市场和国内有不小的差别。另外种类繁多的investment vehicle也让
新手望而却步 。那么我以回报率来做参考，介绍下比较流行的一些投资产品。有一点
一定要申明，回报越大，风险越大，这是铁律。
<=2% An Apple drops o... 阅读全帖 |
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