q****4
发帖数: 226 | 1 这种real estate fund怎么样？
在没法选Fidelity Spartan® Real Estate Index Fund (FSRVX)的情况下，这个
FRESX是不是差不多？ |
|
s********z
发帖数: 5411 | 2 last post,
if I were you, I would do FFNOX 100% and then max out Roth and have
exposure to short/mid term bond, emerging stock and reit.
Or you can do
FRESX 20%
FFNOX 80%
FRESX is very expensive,but it only make sense to hold reit in tax sheltered.
Good luck.
FRESX is expensive |
|
f****t
发帖数: 1063 | 3 is there such a fund in Fidelity?
I know there are FRESX and FUSEX. Look like that FRESX is more on the
physical properties, and FUSEX is more on the related services, right?
Neither has the big builders in it. |
|
m*******s
发帖数: 758 | 4 frifx 貌似比fresx好，看历史数据。
最近也在考虑买入frifx 零存式 长期持有.
I have been holding onto VNQ (REIT ETF offered by Vanguard) and FRESX (
fidelity real estate investment fund) for a while. My investment horizon is
about 3 to 5 yrs. |
|
O*R
发帖数: 609 | 5 有持有NBRFX的吗～
frifx 貌似比fresx好，看历史数据。
最近也在考虑买入frifx 零存式 长期持有.
I have been holding onto VNQ (REIT ETF offered by Vanguard) and FRESX (
fidelity real estate investment fund) for a while. My investment horizon is
about 3 to 5 yrs. |
|
u*********r
发帖数: 1181 | 6 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 |
|
s********u
发帖数: 1054 | 7 I have been holding onto VNQ (REIT ETF offered by Vanguard) and FRESX (
fidelity real estate investment fund) for a while. My investment horizon is
about 3 to 5 yrs. |
|
s********u
发帖数: 1054 | 8 I actually have positions on both. In an uptrend market fresx will deliver
a much higher return, though in a down trend one it also sinks faster.
is |
|
p***j
发帖数: 53 | 9 研究了半天学校退休账户里面的funds，最后觉得似乎以下几个不错。但是要是都买的
话好像太多了，因为每年在这账户里投的钱也不多，所以想这五个funds种选个2，3个
就好了。
大家能不能帮我看看如何取舍。我有点举棋不定~
FBIDX
FRESX
FFNOX
FCNTX
FSEMX
多谢多谢！ |
|
p***j
发帖数: 53 | 10 嗯~ 多谢指点。我也蛮喜欢这三个的。
我觉得这五个中，我最不倾向于选FFNOX。比较犹豫的是我是不是该买一点FRESX。 |
|
q****4
发帖数: 226 | 11 请大家帮忙看看我的退休计划如何。打算5-6年一次调整。
州里的退休计划在fidelity，可选的基金很少（23只），除开target date Freedom
Fund（有11只），剩下的就只有：
1. FID DIVERSIFD INTL (FDIVX)
2. FID DIVIDEND GR (FDGFX)
3. FID LOW PRICED STK (FLPSX)
4. FID REAL ESTATE INVS (FRESX)
5. FID WORLDWIDE (FWWFX)
6. SPTN EXT MKT IDX ADV (FSEVX)
7. FID FREEDOM INCOME (FFFAX)
8. FID HIGH INCOME (SPHIX)
9. FID INFLAT PROT BOND (FINPX)
10. SPTN US BOND IDX ADV (FSITX)
11. FID RET GOVT MM (FGMXX)
12. MIP CL 1
我计划以下百分比（然后每5-6年看情况调整）：
6 - 50%
4 - 15%
8 - 20%
target Freedo... 阅读全帖 |
|
s******t
发帖数: 913 | 12 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 |
|
j*k
发帖数: 182 | 13 大家好。我比较像通过ETF投资中国房地产，因为我认为中国房地产还会继续升值。我
看了一下，只找到TAO一支ETF，但是它不是直接投资房地产，而是投资在国外上市的中
国房地产公司的股票（ADR）。
美国有类似的，比如我现在持有FRESX，就是一个投美国REIT(real estate investment
trust )的mutual fund。REIT直接持有美国不动产。
我更想买直接投资中国房地产的ETF，mutual fund或者REIT。请问有这种渠道么?
谢谢大家！ |
|
