u*********r
发帖数: 1181 | 1 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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p*******k
发帖数: 20 | 3 常见的fund family有American fund(loaded, but manage fee low), Fidelity,
Vangard, Oakmark(value style), Janus (growth style), RowePrice, Franklin
Templeton, Matthews (asia fund), Kinetics, Wells Fargo, Dreyfus,Harbor (
International), Artisan, PIMCO (bond fund), etc.(太多, 只列这几个把).
对初买基金的, 我感觉从Vangard开户, 先从它的index fund里挑几个做为core
holding是个好主意.Vangard的基金种类不多, 相对不会有眼花缭乱感觉.而且收费很低
,值得长期保持, 你也会从拥有的过程中对基金的方方面面有进一步的了解.为你的进一
步提高打下坚实基础.另外就是各fund family 的target fund,日期是你打算的退休年
龄, 2040, 2045 什么的, 也是core holding好主意 |
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j******e
发帖数: 64 | 4 目前的情况是不是最好都放在money market里面？公司的401K选项不多：
Fidelity Institutional Money Market (FMPXX)
PIMCO Total Return Account
Vanguard Short-term Bond Index Fund (VBSSX)
Oakmark Equity and Income Account
请问后面三种bond和fix-income值得投资吗？ |
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c******g
发帖数: 122 | 5 那我该如何投资呢？
1. FMPXX
2. PIMCO total return account
3. VBSSX
4. Oakmark Equity and Income account
5. VIVIX
6. FCNKX
7. VIIIX
8. FGCKX
9. VIGIX
10. Artisan Mid Cap Account
11. VSGIX
12. RLPIX
13. Russel International Growth Account
14. Russel International Value Account
谢谢啦，我实在是一点都搞不明白...像我这种不太懂的人是不是走mutual fund会比较
好啊？另外，有没有什么推荐的资料可以学习一下的呀？谢谢啦 |
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s******d
发帖数: 323 | 6 刚才给oakgx的manager们发email,问他们对toyota的看法。
先收到一封自动回信，说一个co-manager out of office,
20分钟之后他居然回信了，说现在人正好在日本。然后给我
颇分析了一番toyota的利弊。对错不说，这么快回信真是没想到。 |
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a**n
发帖数: 2431 | 7 wokao, 这么好
我还从来没有听说过可以给MF的管理层写信，而且居然还回的 |
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s******d
发帖数: 323 | 8 我也是在某个论坛看到的。是说的oakbx这个fund。
Toyota是OAKGX最近新加的holding, 占3.31 %。所以我就随便问问。
发过去email就两行，回信大概20行。。汗。也许是问这个的比较多
用的模板？
回信大意是toyota公司本身没啥问题，唯一担心的是美国政府和媒体
渲染的过分了，而且有conflict of interest.希望obama意识到
toyota创造24000个就业机会呢，别玩过了。 |
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s**********d
发帖数: 36899 | 9 政府和媒体现在都没别的事，闲的很。
跟MITBBS的日车托日车黑们一样。 |
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s**********d
发帖数: 36899 | 10
我一直在想跟OBCHX的manager交流。。。 |
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f****b
发帖数: 486 | 11 除了公司股票外，有以下选项，大家给参谋参谋吧，目标超过或持平S&P 500，谢了
Artisan Mid Cap Account
Fidelity Contrafund - Class K
Fidelity Growth Company Fund - Class K
Fidelity Institutional Money Market - Money Market Portfolio - Institutional
Class
LifePath? Index 2020 Fund Class J
LifePath? Index 2030 Fund Class J
LifePath? Index 2040 Fund Class J
LifePath? Index 2050 Fund Class J
LifePath? Index Retirement Fund Class J
Oakmark Equity and Income Account
PIMCO Total Return Account
Russell International Growth Account
Russell I... 阅读全帖 |
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f****b
发帖数: 486 | 12 OK, 把expense ratio加进去重新列一下
Artisan Mid Cap Account 0.54%
Fidelity Contrafund - Class K 0.79%
Fidelity Growth Company Fund - Class K 0.72%
Fidelity Institutional Money Market - Money Market Portfolio - Institutional
Class 0.18%
LifePath? Index 2020 Fund Class J 0.17%
LifePath? Index 2030 Fund Class J 0.17%
LifePath? Index 2040 Fund Class J 0.17%
LifePath? Index 2050 Fund Class J 0.17%
LifePath? Index Retirement Fund Class J 0.17%
Oakmark Equity and Income Ac... 阅读全帖 |
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c*******d
发帖数: 353 | 13 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 ... 阅读全帖 |
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c*******d
发帖数: 353 | 14 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 RE... 阅读全帖 |
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S**C
发帖数: 2964 | 15 I am on the active side, except in 401(k)/529 plan where the choices are
limited, I also use index/ETFs for broad emerging market exposure, but not
cap-weighted.
I do no own their funds at the moment, but I admire Oakmark and Artisan. |
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S**C
发帖数: 2964 | 16 Apparently Vanguard did not get the message, same for D&C, Matthews Asia,
Artisan, Oakmark etc. |
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M********r
发帖数: 278 | 17 说实话，我也不认为年收益/回报率是最重要的指标。毕竟past performance does not
guarantee anything. 我是觉得长期投资最重要的是在明确目的，确定组合后按照需
要去买MF/ETF。挑选具体的fund的时候，performance， return 这些综合的考虑，如
果是index fund, 当然ER最重要，挑active fund 的时候，reputation 很重要，举个
例子，vanguard health care fund, primecap 历来都是非常好的reputation,
longleaf partner, oakmark, artisan等等 都有口碑非常好的fund。 相反举个反例，
Janus, CGM focus fund, NB的时候真NB，但大家都知道它长不了的。这些都不是可以
用performance ER这些衡量。 |
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z*******i
发帖数: 2904 | 18 新手请教一下，刚开户的401k，系统默认的是target date fund, Fidelity Freedom
2050 FFFHX , expense 0.75%，觉得这个往年表现一般没有，就想试着自己搭一下，
初步想选的是下面这两只，按照110-年龄定的比例：
80% Stock:
Vanguard Institutional Index I VINIX 0.04% avg risk, +avg return
20% Bond:
Dodge & Cox Income DODIX 0.44% avg risk, +avg return
我的问题是
1.用不用加个International stock fund？看fidelity或者其他家2050 target date
fund，大体都是US stock: Intl Stock: Bond 60：30：10的比例，觉得很aggressive
啊，现在大盘又这么吓人。International Stocks有两个选择，觉得都一般啊
Vanguard Total Intl Stock In... 阅读全帖 |
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z*******i
发帖数: 2904 | 19 新手请教一下，刚开户的401k，系统默认的是target date fund, Fidelity Freedom
2050 FFFHX , expense 0.75%，觉得这个往年表现一般没有，就想试着自己搭一下，
初步想选的是下面这两只，按照110-年龄定的比例：
80% Stock:
Vanguard Institutional Index I VINIX 0.04% avg risk, +avg return
20% Bond:
Dodge & Cox Income DODIX 0.44% avg risk, +avg return
我的问题是
1.用不用加个International stock fund？看fidelity或者其他家2050 target date
fund，大体都是US stock: Intl Stock: Bond 60：30：10的比例，觉得很aggressive
啊，现在大盘又这么吓人。International Stocks有两个选择，觉得都一般啊
Vanguard Total Intl Stock In... 阅读全帖 |
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W***n
发帖数: 11530 | 20 A Third-Quarter Mutual Fund Scorecard
By Christine Benz | 09-30-15 | 06:00 AM | Email Article
After remarkably smooth sailing for six-plus years, many investors had been
bracing themselves for volatility. They got it in the third quarter of 2015,
when a broad swath of investment types--especially stocks--took a tumble.
Worries over global growth, especially in emerging markets, was the key
catalyst for the sell-off. Although stocks had started to look shaky earlier
in the quarter, the Federal Re... 阅读全帖 |
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w**a
发帖数: 3510 | 21 号称 top picks from top pros
Homestead values pro picks:
Making a serious commitment to strong management
PFE
BAC
HON
Oakmark Global Select pro picks:
Focusing on earnings growth among unloved stocks
AIG
DDAIY
TEL
Ariel Appreciation pro picks:
Finding bargains in energy stocks and industrials
BRS
KMT
KKR
Buffalo large cap pro picks:
Tracking big trends that benefit consumers
TJX
CMG
AKRX |
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