t**********6
发帖数: 67 | 1 大家好，完全是新手，刚刚才弄懂什么叫403b……
进入到investment choices，选择似乎很少，如果能给予点建议，感激不尽：）
Investments 1 YR 3 YR 5 YR 10 YR Life As of Date
Stock Investments
Large Cap
ALLNZ NFJ DIV VAL AD
Inception Date 05/08/2000 3.24 9.74 -2.52 5.21 6.52 12/
31/2011
MGRS/C CAP APPR ADM
Inception Date 07/31/1996 -2.95 11.30 -1.52 1.67 6.10 12/
31/2011
SPTN 500 INDEX INV
Inception Date 02/17/1988 4.11 19.18 0.28 3.45 9.23 01/
31/2012
Mid-Cap
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
ABF SM CAP VAL INV
Inception Date 03/01/1999 -4.41 17.47 0.54 7.96 9.98 12/
31/2011
BARON SMALL CAP
Inception Date 09/30/1997 -1.58 18.01 1.87 7.37 8.45 12/
31/2011
International
FID DIVERSIFD INTL K
Inception Date 12/27/1991 -9.23 14.05 -3.43 6.88 8.28 01/
31/2012
Blended Investments*
FID FREEDOM K 2000
Inception Date 07/02/2009 3.14 N/A N/A N/A 8.73 01/
31/2012
FID FREEDOM K 2005
Inception Date 07/02/2009 1.97 N/A N/A N/A 11.45 01/
31/2012
FID FREEDOM K 2010
Inception Date 07/02/2009 1.90 N/A N/A N/A 12.30 01/
31/2012
FID FREEDOM K 2015
Inception Date 07/02/2009 1.83 N/A N/A N/A 12.60 01/
31/2012
FID FREEDOM K 2020
Inception Date 07/02/2009 1.04 N/A N/A N/A 13.81 01/
31/2012
FID FREEDOM K 2025
Inception Date 07/02/2009 0.09 N/A N/A N/A 14.22 01/
31/2012
FID FREEDOM K 2030
Inception Date 07/02/2009 -0.38 N/A N/A N/A 14.66 01/
31/2012
FID FREEDOM K 2035
Inception Date 07/02/2009 -1.52 N/A N/A N/A 14.66 01/
31/2012
FID FREEDOM K 2040
Inception Date 07/02/2009 -1.71 N/A N/A N/A 14.85 01/
31/2012
FID FREEDOM K 2045
Inception Date 07/02/2009 -1.98 N/A N/A N/A 14.93 01/
31/2012
FID FREEDOM K 2050
Inception Date 07/02/2009 -2.45 N/A N/A N/A 14.97 01/
31/2012
FID FREEDOM K 2055
Inception Date 06/01/2011 N/A N/A N/A N/A N/A N/A
FID FREEDOM K INCOME
Inception Date 07/02/2009 3.21 N/A N/A N/A 8.46 01/
31/2012
Bond Investments
Income
PIMCO TOT RETURN ADM
Inception Date 09/08/1994 3.91 8.60 7.82 6.53 7.31 12/
31/2011
PRINCIPAL FIXED ACCT
Inception Date 11/30/2004 (FA) Please click investment name to view perform
ance info
Other Investments
BROKERAGELINK N/A N/A N/A N/A N/A N/A
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【 】 Ctrl-Q 求救 状态 [插入][5,1][ ][ ] 时间【Thu Feb 2 22:30】 |
t*m
发帖数: 4414 | 2 既然是新手，就买life cycle funds
比如， FID FREEDOM K 2040 |
t****g
发帖数: 35582 | 3 或者all stock, DCA.
【在 t*m 的大作中提到】
: 既然是新手，就买life cycle funds
: 比如， FID FREEDOM K 2040
|
n****u
发帖数: 229 | 4 you have brokerage link. you have more options.
you may follow Harry Browne permanent portfolio.
or you can try 60 stock 40 bond.
but i am very against the 100% stock idea even you are young.
【在 t**********6 的大作中提到】
: 大家好，完全是新手，刚刚才弄懂什么叫403b……
: 进入到investment choices，选择似乎很少，如果能给予点建议，感激不尽：）
: Investments 1 YR 3 YR 5 YR 10 YR Life As of Date
: Stock Investments
: Large Cap
: ALLNZ NFJ DIV VAL AD
: Inception Date 05/08/2000 3.24 9.74 -2.52 5.21 6.52 12/
: 31/2011
: MGRS/C CAP APPR ADM
: Inception Date 07/31/1996 -2.95 11.30 -1.52 1.67 6.10 12/
|
S**C
发帖数: 2964 | 5 Fid freedom funds stink, packed with not-so-cheap to expensive, high turn-
over, mediocre funds that should not exist in the first place.
【在 t*m 的大作中提到】
: 既然是新手，就买life cycle funds
: 比如， FID FREEDOM K 2040
|
t*m
发帖数: 4414 | 6 the cost is high for Fidelity life cycle funds (even the K share).
but for folks new to investment, these funds would not cause disasters.
【在 S**C 的大作中提到】
: Fid freedom funds stink, packed with not-so-cheap to expensive, high turn-
: over, mediocre funds that should not exist in the first place.
|
t**********6
发帖数: 67 | 7 谢谢各位，我会好好研究的：）
【在 n****u 的大作中提到】
: you have brokerage link. you have more options.
: you may follow Harry Browne permanent portfolio.
: or you can try 60 stock 40 bond.
: but i am very against the 100% stock idea even you are young.
|
