s******t
发帖数: 913 | 1 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
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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 5.82 9.26 5.13
5.24 11/06/03 n/a 0.570
FFFCX Fidelity Freedom® 2010 Fund 15,16 3.04 4.38 12.80 7.13 10.55 5.74
6.89 10/17/96 n/a 0.610
FFVFX Fidelity Freedom® 2015 Fund 15,16 3.30 4.60 13.70 7.50 10.91 5.98
6.16 11/06/03 n/a 0.640
FFFDX Fidelity Freedom® 2020 Fund 15,16 3.46 4.79 14.74 7.91 11.92 6.08
7.07 10/17/96 n/a 0.670
FFTWX Fidelity Freedom® 2025 Fund 15,16 3.80 5.12 17.08 8.98 12.97 6.43
6.71 11/06/03 n/a 0.720
FFFEX Fidelity Freedom® 2030 Fund 15,16 4.19 5.28 18.34 9.44 13.53 6.36
7.03 10/17/96 n/a 0.770
FFTHX Fidelity Freedom® 2035 Fund 15,16 4.32 5.41 19.84 10.02 14.10 6.
55 6.88 11/06/03 n/a 0.780
FFFFX Fidelity Freedom® 2040 Fund 15,16 4.30 5.39 20.02 10.11 14.28 6.
52 3.25 9/06/00 n/a 0.780
FFFGX Fidelity Freedom® 2045 Fund 15,16 4.27 5.41 20.22 10.21 14.44 n/a
5.46 6/01/06 n/a 0.780
FFFHX Fidelity Freedom® 2050 Fund 15,16 4.30 5.43 20.43 10.16 14.56 n/a
5.23 6/01/06 n/a 0.780
FDEEX Fidelity Freedom® 2055 Fund 15,16 4.30 5.37 20.90 10.39 n/a n/a 9
.96 6/01/11 n/a 0.780
FFFAX Fidelity Freedom® Income Fund 15,16 2.14 3.41 7.55 4.53 6.75 4.40
5.12 10/17/96 n/a 0.490
ASSET ALLOCATION
FASIX Fidelity Asset Manager® 20% 15 1.96 3.61 8.07 5.15 7.42 5.27 6.44
10/01/92 n/a 0.530
FTANX Fidelity Asset Manager® 30% 1,15 2.55 4.40 10.75 6.53 9.14 n/a 4.
58 10/09/07 n/a 0.570
FFANX Fidelity Asset Manager® 40% 1,15 2.86 4.78 13.12 7.65 10.53 n/a 4
.78 10/09/07 n/a 0.570
FASMX Fidelity Asset Manager® 50% 15 3.21 5.26 15.50 8.58 11.90 5.99 8.
53 12/28/88 n/a 0.680
FSANX Fidelity Asset Manager® 60% 1,15 3.51 5.65 17.66 9.44 12.94 n/a 5
.07 10/09/07 n/a 0.750
FASGX Fidelity Asset Manager® 70% 15 3.82 5.85 19.95 10.29 14.18 6.24 8
.18 12/30/91 n/a 0.750
FAMRX Fidelity Asset Manager® 85% 15 4.24 6.37 23.46 11.61 15.67 7.25 5
.95 9/24/99 n/a 0.780
MONEY MARKET
FDLXX Fidelity ® Treasury Only Money Market Fund 17
7-Day Yield % as of 06/30/2014: 0.01
0.00 0.01 0.01 0.01 0.01 1.35 3.36 1/05/88 n/a 0.420
FDRXX Fidelity® Cash Reserves 17
7-Day Yield % as of 06/30/2014: 0.01
0.00 0.00 0.01 0.01 0.05 1.68 5.26 5/10/79 n/a 0.370
SPAXX Fidelity® Government Money Market Fund 17
7-Day Yield % as of 06/30/2014: 0.01
0.00 0.00 0.01 0.01 0.02 1.56 3.22 2/05/90 n/a 0.420
SPRXX Fidelity® Money Market Fund 17
7-Day Yield % as of 06/30/2014: 0.01
MONEY MARKET (continued)
FGMXX Fidelity® Money Market Trust Retirement
Government Money Market Portfolio 17
7-Day Yield % as of 06/30/2014: 0.01
0.00 0.01 0.01 0.01 0.02 1.58 3.46 12/16/88 n/a 0.420
FRTXX Fidelity® Money Market Trust Retirement Money
Market Portfolio 17
7-Day Yield % as of 06/30/2014: 0.01
0.00 0.01 0.01 0.01 0.04 1.70 3.56 12/02/88 n/a 0.420
FGRXX Fidelity® U.S. Government Reserves 17
7-Day Yield % as of 06/30/2014: 0.01
0.00 0.01 0.01 0.01 0.02 1.61 4.44 11/03/81 n/a 0.320
FSLXX Select Money Market Portfolio 17
7-Day Yield % as of 06/30/2014: 0.01
0.01 0.01 0.02 0.05 0.09 1.74 3.83 8/30/85 n/a 0.300
BOND - GOVERNMENT
FGMNX Fidelity® GNMA Fund 18 2.40 4.44 5.08 3.15 4.65 5.08 6.71 11/08/
85 n/a 0.450
FGOVX Fidelity® Government Income Fund 18 1.70 3.35 2.99 2.94 3.59 4.57
7.55 4/04/79 n/a 0.450
FSTGX Fidelity® Intermediate Government Income Fund
18
1.07 1.86 2.02 2.06 2.88 3.91 5.65 5/02/88 n/a 0.450
FFXSX Fidelity® Limited Term Government Fund 2,18 0.56 0.99 1.27 1.02 1
.83 3.12 5.30 11/10/86 n/a 0.450
FIBAX Spartan® Intermediate Treasury Bond Index Fund
- Fidelity Advantage Class 18
1.94 3.82 2.42 3.83 4.83 n/a 5.53 12/20/05 n/a 0.100
FLBAX Spartan® Long-Term Treasury Bond Index Fund -
Fidelity Advantage Class 18
4.46 12.27 5.77 8.65 7.21 n/a 6.73 12/20/05 n/a 0.100
FSBAX Spartan® Short-Term Treasury Bond Index Fund -
Fidelity Advantage Class 18
0.44 0.74 1.01 1.01 1.83 n/a 3.33 12/20/05 n/a 0.100
BOND - DIVERSIFIED
FCONX Fidelity® Conservative Income Bond Fund 1,18 0.06 0.14 0.48 0.66
n/a n/a 0.65 3/03/11 n/a 0.400
FCBFX Fidelity® Corporate Bond Fund 18 2.92 6.28 8.48 6.93 n/a n/a 7.45
5/04/10 n/a 0.450
FTHRX Fidelity® Intermediate Bond Fund 18 1.34 2.63 3.60 3.35 5.60 4.38
7.64 5/23/75 n/a 0.450
FBNDX Fidelity® Investment Grade Bond Fund 18 2.17 4.32 5.29 4.36 6.59
4.70 7.25 8/06/71 n/a 0.450
FMSFX Fidelity® Mortgage Securities Fund 18 2.28 4.14 4.74 3.30 5.06 4.
13 6.86 12/31/84 n/a 0.450
FSHBX Fidelity® Short-Term Bond Fund 18 0.48 0.83 1.61 1.40 2.67 2.28 4
.73 9/15/86 n/a 0.450
FSICX Fidelity® Strategic Income Fund 18 3.13 5.94 8.70 5.74 9.05 7.47
7.30 5/01/98 n/a 0.690
FTBFX Fidelity® Total Bond Fund 18 2.12 4.34 5.73 4.62 6.88 5.53 5.54
10/15/02 n/a 0.450
FSITX Spartan® U.S. Bond Index Fund - Fidelity
Advantage Class 1,3,18
2.03 3.93 4.29 3.57 4.70 4.61 6.54 3/08/90 n/a 0.170
FWHBX Strategic Advisers® Core Income Multi-Manager
Fund 18
2.19 4.10 5.00 n/a n/a n/a 2.81 6/19/12 n/a 1.040
BOND - INFLATION-PROTECTED
FINPX Fidelity® Inflation-Protected Bond Fund 18 3.68 5.65 4.00 3.14 5.
10 4.56 5.22 6/26/02 n/a 0.450
FSIYX Spartan® Inflation-Protected Bond Index Fund -
Fidelity Advantage Class 18
3.78 5.78 4.42 n/a n/a n/a -0.08 5/16/12 n/a 0.100
BOND - HIGH YIELD
FAGIX Fidelity® Capital & Income Fund 18,19 4.00 7.28 15.27 8.61 15.51
9.82 10.32 11/01/77 1/90 0.710
FFRHX Fidelity® Floating Rate High Income Fund 18,19 1.05 1.98 4.71 4.
29 6.04 4.54 4.48 8/16/00 1/60 0.700
FHIFX Fidelity® Focused High Income Fund 18,19 1.95 4.37 9.22 7.39 10.
58 -- 6.49 9/08/04 1/90 0.830
FGHNX Fidelity® Global High Income Fund 1,18,19 3.06 5.81 11.98 7.94 n/
a n/a 7.26 5/11/11 1/90 0.950
SPHIX Fidelity® High Income Fund 18,19 1.80 4.25 10.37 8.21 12.58 8.26
9.39 8/29/90 1/90 0.720
FSADX Strategic Advisers® Income Opportunities Fund of
Funds 1,18,19
2.69 5.79 12.65 n/a n/a n/a 11.30 6/19/12 1/90 5.020
BOND - INTERNATIONAL/GLOBAL
FNMIX Fidelity® New Markets Income Fund 18 6.54 10.41 12.15 8.59 11.38
10.34 11.65 5/04/93 1/90 0.860
BALANCED/HYBRID
FBALX Fidelity® Balanced Fund 15 4.09 6.20 19.73 12.02 14.52 7.89 9.54
11/06/86 n/a 0.580
FFNOX Fidelity® Four-in-One Index Fund 1,15 4.22 5.95 21.26 12.39 15.25
7.34 5.07 6/29/99 n/a 0.240
FDYSX Fidelity® Global Strategies Fund 4,15 3.62 4.59 13.11 5.71 10.18
n/a 3.41 10/31/07 n/a 0.970
FPURX Fidelity® Puritan® Fund 15 4.01 6.41 20.37 11.83 14.49 7.40
11.14 4/16/47 n/a 0.580
FSDIX Fidelity® Strategic Dividend & Income® Fund 15 5.71 9.49 17.
70 13.35 18.22 7.64 7.72 12/23/03 n/a 0.770
FSRRX Fidelity® Strategic Real Return Fund 15 2.38 6.74 7.42 3.65 8.55
n/a 4.06 9/07/05 0.75/60 0.770
BALANCED/HYBRID - CONVERTIBLES
FCVSX Fidelity® Convertible Securities Fund 15 4.83 7.10 20.45 10.86 16
.96 8.52 11.37 1/05/87 n/a 0.730
BALANCED/HYBRID - INTERNATIONAL
FGBLX Fidelity® Global Balanced Fund 15 2.99 4.41 17.59 7.80 11.53 8.00
8.38 2/01/93 1/30 1.020
DOMESTIC EQUITIES - LARGE VALUE
FBCVX Fidelity® Blue Chip Value Fund 15 4.31 5.95 23.35 12.64 15.45 5.
44 6.38 6/17/03 n/a 0.640
FEQTX Fidelity® Equity Dividend Income Fund 15 5.84 7.26 21.09 13.77 16
.62 5.92 10.54 8/21/90 n/a 0.650
FEQIX Fidelity® Equity-Income Fund 15 5.41 7.78 20.40 13.65 17.03 6.35
11.71 5/16/66 n/a 0.660
FLVEX Fidelity® Large Cap Value Enhanced Index Fund
15
4.90 8.40 25.20 17.56 18.97 n/a 4.77 4/19/07 n/a 0.470
FSLVX Fidelity® Stock Selector Large Cap Value Fund 5,15 5.64 9.25 24.
29 16.54 17.53 6.71 6.36 11/15/01 n/a 0.720
FVDFX Fidelity® Value Discovery Fund 15 4.39 8.17 26.60 16.64 19.20 8.
90 10.41 12/10/02 n/a 0.740
FKMOX Strategic Advisers® Value Multi-Manager Fund
1,15
3.96 6.95 24.01 -- n/a n/a 22.17 11/16/11 n/a 1.320
DOMESTIC EQUITIES - MID VALUE
FLPSX Fidelity® Low-Priced Stock Fund 15,20 2.81 4.89 22.20 15.41 20.11
10.41 14.65 12/27/89 1.5/90 0.800
FSMVX Fidelity® Mid Cap Value Fund 15,20 5.07 8.63 27.11 17.60 23.33 10
.32 10.34 11/15/01 0.75/30 0.800
FDVLX Fidelity® Value Fund 15,20 5.27 9.29 28.06 17.50 22.54 9.16 12.80
12/01/78 n/a 0.670
FSLSX Fidelity® Value Strategies Fund 15,20 4.91 5.91 22.98 14.41 21.71
7.91 12.16 12/31/83 n/a 0.730
DOMESTIC EQUITIES - SMALL VALUE
FCPVX Fidelity® Small Cap Value Fund 15,21 3.53 3.79 22.38 17.08 20.66
-- 12.09 11/03/04 1.5/90 1.070
DOMESTIC EQUITIES - LARGE BLEND
FDEQX Fidelity® Disciplined Equity Fund 15 3.60 5.85 26.61 15.25 16.25
6.89 10.44 12/28/88 n/a 0.780
FDGFX Fidelity® Dividend Growth Fund 15 4.98 6.56 26.00 13.52 18.92 7.
06 11.04 4/27/93 n/a 0.640
FGRIX Fidelity® Growth & Income Portfolio 15 5.11 6.35 22.79 17.93 18.
88 3.83 10.18 12/30/85 n/a 0.690
FLCEX Fidelity® Large Cap Core Enhanced Index Fund 15 4.72 6.30 24.83
16.88 18.46 n/a 6.36 4/19/07 n/a 0.460
FLCSX Fidelity® Large Cap Stock Fund 15 3.91 6.66 27.77 19.17 21.59 8.
93 8.67 6/22/95 n/a 0.880
FGRTX Fidelity® Mega Cap Stock Fund 15 4.91 6.61 24.18 18.47 19.68 8.24
5.05 12/28/98 n/a 0.700
FUSVX Spartan® 500 Index Fund - Fidelity Advantage
Class 1,6,15
5.22 7.10 24.54 16.53 18.78 7.75 10.23 2/17/88 n/a 0.070
FSTVX Spartan® Total Market Index Fund - Fidelity
Advantage Class 1,6,15
4.84 6.93 24.96 16.40 19.36 8.37 6.84 11/05/97 0.5/90 0.070
FLAUX Strategic Advisers® Core Multi-Manager Fund 1,15 4.96 6.34 23.89
-- n/a n/a 20.72 11/16/11 n/a 1.040
DOMESTIC EQUITIES - MID BLEND
FLVCX Fidelity® Leveraged Company Stock Fund 15,20 5.53 7.17 24.88 16.
35 22.23 10.93 14.32 12/19/00 1.5/90 0.820
FMEIX Fidelity® Mid Cap Enhanced Index Fund 15,20 4.12 7.10 28.56 16.36
21.82 n/a 9.22 12/20/07 0.75/30 0.620
FSEVX Spartan® Extended Market Index Fund - Fidelity
Advantage Class 6,15,20
3.32 6.20 26.76 15.88 21.90 10.41 8.27 11/05/97 0.75/90 0.070
FSCKX Spartan® Mid Cap Index Fund - Fidelity
Advantage Class 1,15,20
4.92 8.64 26.74 -- n/a n/a 23.00 9/08/11 0.75/30 0.210
DOMESTIC EQUITIES - SMALL BLEND
FSCRX Fidelity® Small Cap Discovery Fund 15,21 3.48 4.05 23.25 18.56 24
.09 12.74 12.25 9/26/00 1.5/90 1.010
FCPEX Fidelity® Small Cap Enhanced Index Fund 15,21 1.57 2.29 24.06 15.
62 20.95 n/a 8.72 12/20/07 1.5/90 0.730
FSLCX Fidelity® Small Cap Stock Fund 15,21 4.34 4.84 23.95 7.70 16.23 7
.59 9.06 3/12/98 2/90 0.680
FDSCX Fidelity® Stock Selector Small Cap Fund 7,15,21 1.74 2.86 22.61
12.49 20.44 8.03 8.47 6/28/93 1.5/90 0.940
FSSVX Spartan® Small Cap Index Fund - Fidelity
Advantage Class 1,15,21
2.08 3.25 23.85 -- n/a n/a 22.93 9/08/11 1.5/90 0.340
FNAPX Strategic Advisers® Small-Mid Cap Multi-Manager
Fund 15,21
2.96 4.35 24.08 -- n/a n/a 21.92 12/20/11 1.5/90 1.300
DOMESTIC EQUITIES - LARGE GROWTH
FFTYX Fidelity Fifty® 15 3.70 5.60 27.96 16.01 18.88 7.33 10.02 9/17/93
n/a 0.830
FBGRX Fidelity® Blue Chip Growth Fund 15 5.21 7.16 32.02 17.33 21.85 8.
78 11.42 12/31/87 n/a 0.760
FDCAX Fidelity® Capital Appreciation Fund 15 3.35 4.15 25.57 16.98 20.
58 8.39 11.07 11/26/86 n/a 0.790
FCNTX Fidelity® Contrafund® 15 3.90 4.39 25.69 15.92 18.38 10.01
12.55 5/17/67 n/a 0.670
FEXPX Fidelity® Export and Multinational Fund 15 3.56 4.07 19.08 12.16
15.41 7.11 11.94 10/04/94 0.75/30 0.800
FTQGX Fidelity® Focused Stock Fund 1,15 3.54 5.27 29.39 15.89 20.45 10.
95 7.36 11/12/96 n/a 0.910
FFIDX Fidelity® Fund 15 4.37 6.49 23.70 13.52 16.50 7.31 10.08 4/30/30
n/a 0.560
FDGRX Fidelity® Growth Company Fund 15 3.79 6.47 29.99 16.63 21.37 10.
79 13.31 1/17/83 n/a 0.830
FDSVX Fidelity® Growth Discovery Fund 8,15 4.48 8.67 32.40 16.20 21.13
9.05 7.33 3/31/98 n/a 0.880
FDFFX Fidelity® Independence Fund 15 5.54 10.87 37.91 16.37 21.30 9.80
12.15 3/25/83 n/a 0.620
FLGEX Fidelity® Large Cap Growth Enhanced Index Fund
15
4.87 5.99 26.63 16.31 18.95 n/a 7.64 4/19/07 n/a 0.450
FMAGX Fidelity® Magellan® Fund 15 4.58 6.71 28.63 13.94 15.58 5.60
16.33 5/02/63 n/a 0.530
FNCMX Fidelity® Nasdaq® Composite Index Fund 1,15 5.30 6.07 30.87
18.01 20.30 8.79 9.33 9/25/03 0.75/90 0.560
FMILX Fidelity® New Millennium Fund 15 2.69 7.12 27.93 17.69 21.07 10.
32 14.26 12/28/92 n/a 0.910
FOCPX Fidelity® OTC Portfolio 15 3.53 6.76 34.38 16.81 21.30 11.09 13.
43 12/31/84 n/a 0.760
FDSSX Fidelity® Stock Selector All Cap Fund 15 5.09 7.92 28.00 15.55 18
.57 7.84 10.74 9/28/90 n/a 0.710
FTRNX Fidelity® Trend Fund 9,15 4.39 6.11 30.24 15.92 20.67 9.61 11.79
6/16/58 n/a 0.780
FMELX Strategic Advisers® Growth Multi-Manager Fund
15
4.24 4.97 27.40 -- n/a n/a 19.65 11/16/11 n/a 0.880
DOMESTIC EQUITIES - MID GROWTH
FDEGX Fidelity® Growth Strategies Fund 15,20 4.65 5.86 25.89 12.17 18.
42 6.61 8.84 12/28/90 1.5/90 0.710
FMCSX Fidelity® Mid-Cap Stock Fund 15,20 2.91 7.02 27.85 16.09 22.08 9.
94 12.18 3/29/94 0.75/30 0.810
FSSMX Fidelity® Stock Selector Mid Cap Fund 10,15,20 3.60 6.86 24.35 14
.81 19.47 7.79 11.30 2/20/96 n/a 0.720
DOMESTIC EQUITIES - SMALL GROWTH
FCPGX Fidelity® Small Cap Growth Fund 15,21 0.93 1.61 23.93 13.98 20.35
-- 11.12 11/03/04 1.5/90 0.900
INTERNATIONAL/GLOBAL
FGBFX Fidelity® Global Bond Fund 1,15,22 2.76 5.24 7.17 n/a n/a n/a 2.
20 5/22/12 n/a 0.990
FINUX Fidelity® International Bond Fund 1,15,22 3.14 5.72 8.99 n/a n/a
n/a 3.05 5/22/12 n/a 1.070
INTERNATIONAL/GLOBAL - DIVERSIFIED
FDIVX Fidelity® Diversified International Fund 15,22 3.91 3.06 22.99 8.
75 12.12 7.19 9.11 12/27/91 1/30 0.950
FGILX Fidelity® Global Equity Income Fund 15,22 3.63 6.39 23.15 n/a n/a
n/a 16.51 5/02/12 1/30 1.280
FIVFX Fidelity® International Capital Appreciation Fund
15,22
3.93 4.24 22.65 10.29 15.07 6.82 6.61 11/01/94 1/30 1.170
FIGRX Fidelity® International Discovery Fund 15,22 3.08 1.68 21.10 8.60
12.39 7.72 8.24 12/31/86 1/30 1.000
FIENX Fidelity® International Enhanced Index Fund 15,22 4.97 6.42 25.48
8.92 12.52 n/a 1.16 12/20/07 1/30 0.620
FIGFX Fidelity® International Growth Fund 1,15,22 3.15 1.96 19.40 9.30
15.09 n/a 3.00 11/01/07 1/30 1.130
FISMX Fidelity® International Small Cap Fund 15,22 3.21 3.21 25.40 9.98
16.05 10.23 15.80 9/18/02 2/90 1.330
FSCOX Fidelity® International Small Cap Opportunities
Fund 15,22
1.98 6.81 24.77 12.72 18.98 n/a 6.92 8/02/05 2/90 1.390
FIVLX Fidelity® International Value Fund 1,15,22 3.23 2.32 20.52 6.11
10.08 n/a 1.98 5/18/06 1/30 1.050
FOSFX Fidelity® Overseas Fund 15,22 3.23 3.97 24.51 9.76 11.82 6.72 10.
50 12/04/84 1/30 1.090
FTIEX Fidelity® Total International Equity Fund 1,15,22 3.45 2.44 17.85
6.40 12.03 n/a -0.18 11/01/07 1/30 1.090
FWWFX Fidelity® Worldwide Fund 15,22 3.56 3.90 25.57 12.62 16.75 8.97 8
.22 5/30/90 1/30 1.110
FSGDX Spartan® Global ex U.S. Index Fund - Fidelity
Advantage Class 1,15,22
5.07 5.50 21.45 -- n/a n/a 11.39 9/08/11 1/90 0.280
INTERNATIONAL/GLOBAL - DIVERSIFIED (continued)
FSIVX Spartan® International Index Fund - Fidelity
Advantage Class 1,6,15,22
4.18 4.92 23.54 8.14 11.86 6.97 5.62 11/05/97 1/90 0.170
FMJDX Strategic Advisers® International Multi-Manager
Fund 1,15,22
3.42 3.17 20.03 n/a n/a n/a 15.66 5/02/12 1/30 1.210
INTERNATIONAL/GLOBAL - REGIONAL
FICDX Fidelity® Canada Fund 15,22 9.24 10.34 24.81 3.84 10.97 10.49 10.
41 11/17/87 1.5/90 0.870
FHKCX Fidelity® China Region Fund 15,22 3.62 0.12 20.74 6.87 11.53 12.
58 9.68 11/01/95 1.5/90 1.020
FSEAX Fidelity® Emerging Asia Fund 11,15,22 7.25 6.66 18.19 3.05 10.75
12.22 7.62 4/19/93 1.5/90 1.080
FIEUX Fidelity® Europe Fund 1,15,22 1.94 3.93 25.30 9.26 12.89 8.81 9.
42 10/01/86 1/30 1.060
FJPNX Fidelity® Japan Fund 1,15,22 7.32 1.08 8.16 7.05 6.31 2.34 3.82 9
/15/92 1.5/90 0.930
FJSCX Fidelity® Japan Smaller Companies Fund 15,22 8.79 1.34 13.92 16.
42 13.11 2.49 5.22 11/01/95 1.5/90 1.010
FLATX Fidelity® Latin America Fund 15,22 7.34 5.31 3.74 -8.52 4.05 13.
41 8.96 4/19/93 1.5/90 1.040
FNORX Fidelity® Nordic Fund 15,22 6.14 9.27 47.93 15.11 20.80 12.04 12.
01 11/01/95 1.5/90 1.040
FPBFX Fidelity® Pacific Basin Fund 15,22 6.12 5.28 20.98 9.90 17.00 10.
20 7.15 10/01/86 1.5/90 1.230
INTERNATIONAL/GLOBAL - EMERGING MARKETS
FEDDX Fidelity Emerging Markets Discovery Fund 1,15,22 8.04 5.10 12.02 -- n/
a n/a 11.88 11/01/11 2/90 1.570
FTEMX Fidelity Total Emerging Markets Fund 1,15,22 8.00 6.84 18.66 -- n/a n/
a 8.63 11/01/11 1.5/90 1.560
FEMEX Fidelity® Emerging Europe, Middle East, Africa
(EMEA) Fund 15,22
4.59 4.24 16.15 1.95 9.75 n/a 0.84 5/08/08 1.5/90 1.400
FEMKX Fidelity® Emerging Markets Fund 15,22 6.67 6.85 16.04 0.23 9.62
11.29 5.32 11/01/90 1.5/90 1.090
FPMAX Spartan® Emerging Markets Index Fund - Fidelity
Advantage Class 1,15,22
7.36 6.80 13.41 -- n/a n/a 2.33 9/08/11 1.5/90 0.350
FLILX Strategic Advisers® Emerging Markets Fund of
Funds 1,15,22
7.54 6.69 14.21 n/a n/a n/a 4.98 5/02/12 1.5/90 2.380
INTERNATIONAL/GLOBAL - SPECIALTY
FIREX Fidelity® International Real Estate Fund
1,15,22,23,24
6.39 8.06 16.75 11.09 13.19 -- 6.62 9/08/04 1.5/90 1.160
SPECIALTY
FFGCX Fidelity® Global Commodity Stock Fund 15,23 7.02 7.93 25.60 -2.90
6.65 n/a 9.41 3/25/09 1/30 1.110
FRIFX Fidelity® Real Estate Income Fund 15,23,24 3.81 9.35 9.80 10.52
15.47 7.41 8.23 2/04/03 0.75/90 0.840
FRESX Fidelity® Real Estate Investment Portfolio 15,23,24 7.25 17.39 12
.65 11.46 24.95 9.44 10.51 11/17/86 0.75/90 0.810
FIUIX Fidelity® Telecom and Utilities Fund 15,23 7.43 13.92 26.37 15.51
17.72 10.54 9.54 11/27/87 n/a 0.760
FSAIX Select Air Transportation Portfolio 15,23 7.17 10.90 40.39 22.31 29.79
12.27 11.29 12/16/85 0.75/30 0.870
FSAVX Select Automotive Portfolio 15,23 5.79 5.92 26.15 13.17 24.61 8.23 9.
52 6/30/86 0.75/30 0.840
FSRBX Select Banking Portfolio 15,23 -0.51 3.48 21.77 17.35 17.68 1.96 10.09
6/30/86 0.75/30 0.810
FBIOX Select Biotechnology Portfolio 15,23 2.79 10.21 41.61 35.49 28.90 13.
85 14.15 12/16/85 0.75/30 0.760
FSLBX Select Brokerage and Investment Management
Portfolio 15,23
1.05 -1.31 21.81 16.10 13.89 8.49 11.43 7/29/85 0.75/30 1.420
FSCHX Select Chemicals Portfolio 15,23 4.54 7.27 31.06 17.37 26.01 15.35 14.
65 7/29/85 0.75/30 0.810
FSDCX Select Communications Equipment Portfolio
12,15,23
3.87 9.61 29.11 6.15 14.23 6.11 10.50 6/29/90 0.75/30 0.920
FDCPX Select Computers Portfolio 15,23 1.75 5.74 24.29 12.82 20.88 9.36 12.
14 7/29/85 0.75/30 0.820
FSHOX Select Construction and Housing Portfolio 15,23 1.00 4.17 12.65 20.53
21.86 9.16 11.69 9/29/86 0.75/30 0.810
FSCPX Select Consumer Discretionary Portfolio 12,15,23 1.93 1.69 20.16 17.91
23.17 8.98 10.21 6/29/90 0.75/30 0.820
FSVLX Select Consumer Finance Portfolio 13,15,23 2.12 2.05 16.75 18.89 18.42
-5.43 9.03 12/16/85 0.75/30 0.850
FDFAX Select Consumer Staples Portfolio 12,15,23 5.65 6.48 16.46 15.13 17.16
11.48 13.45 7/29/85 0.75/30 0.790
FSDAX Select Defense and Aerospace Portfolio 15,23 -0.06 -0.54 25.18 16.64
22.15 11.69 11.70 5/08/84 0.75/30 0.810
FSELX Select Electronics Portfolio 15,23 10.26 23.43 45.92 16.17 21.28 7.24
11.19 7/29/85 0.75/30 0.820
FSENX Select Energy Portfolio 15,23 12.73 15.56 30.76 8.92 16.69 12.97 9.83
7/14/81 0.75/30 0.800
FSESX Select Energy Service Portfolio 15,23 14.93 19.82 35.19 7.25 16.97 12.
32 9.97 12/16/85 0.75/30 0.800
FSLEX Select Environment and Alternative Energy
Portfolio 14,15,23
3.20 6.09 27.77 8.78 13.35 6.24 4.36 6/29/89 0.75/30 0.970
FIDSX Select Financial Services Portfolio 15,23 2.09 3.17 20.92 14.02 12.01
1.12 11.56 12/10/81 0.75/30 0.860
FSAGX Select Gold Portfolio 15,23 14.20 30.66 22.23 -20.21 -5.23 5.84 5.74
12/16/85 0.75/30 0.940
FSPHX Select Health Care Portfolio 15,23 5.46 15.92 49.80 27.19 27.23 13.41
16.42 7/14/81 0.75/30 0.770
FSCGX Select Industrial Equipment Portfolio 15,23 2.14 2.43 24.91 13.02 21.
91 9.58 10.10 9/29/86 0.75/30 0.790
FCYIX Select Industrials Portfolio 12,15,23 3.73 3.80 27.06 15.58 23.38 12.
03 10.76 3/03/97 0.75/30 0.810
FSPCX Select Insurance Portfolio 15,23 4.97 3.01 20.87 18.42 20.60 5.25 11.
31 12/16/85 0.75/30 0.830
FBSOX Select IT Services Portfolio 12,15,23 0.87 -1.98 25.85 19.08 24.49 13.
29 11.94 2/04/98 0.75/30 0.840
FDLSX Select Leisure Portfolio 15,23 1.81 2.90 24.66 17.31 22.74 11.37 14.31
5/08/84 0.75/30 0.820
FSDPX Select Materials Portfolio 12,15,23 3.89 6.94 26.65 10.89 20.51 13.53
10.82 9/29/86 0.75/30 0.820
FSHCX Select Medical Delivery Portfolio 15,23 1.88 7.24 25.13 13.75 21.63 12
.36 11.98 6/30/86 0.75/30 0.820
FSMEX Select Medical Equipment and Systems Portfolio
15,23
5.10 12.75 35.34 16.33 18.53 10.79 13.77 4/28/98 0.75/30 0.800
FBMPX Select Multimedia Portfolio 15,23 5.59 3.00 24.25 22.14 28.56 11.14 13
.17 6/30/86 0.75/30 0.810
FSNGX Select Natural Gas Portfolio 15,23 14.75 22.31 42.99 11.55 13.67 10.42
10.07 4/21/93 0.75/30 0.840
FNARX Select Natural Resources Portfolio 15,23 13.59 18.26 32.93 6.62 15.45
13.18 10.98 3/03/97 0.75/30 0.840
FPHAX Select Pharmaceuticals Portfolio 15,23 6.49 15.41 39.26 22.77 24.74 12
.97 8.87 6/18/01 0.75/30 0.820
FSRPX Select Retailing Portfolio 15,23 -0.42 -3.26 18.33 18.83 24.40 12.22
13.32 12/16/85 0.75/30 0.830
FSCSX Select Software and Computer Services Portfolio
15,23
1.02 2.10 31.30 20.48 23.80 13.18 15.73 7/29/85 0.75/30 0.790
FSPTX Select Technology Portfolio 15,23 5.47 7.56 31.46 13.41 20.80 9.19 12.
42 7/14/81 0.75/30 0.800
FSTCX Select Telecommunications Portfolio 15,23 3.55 3.76 14.03 9.64 14.67 8
.13 10.59 7/29/85 0.75/30 0.850
FSRFX Select Transportation Portfolio 15,23 7.71 14.25 40.36 19.63 27.76 12.
70 13.22 9/29/86 0.75/30 0.850
FSUTX Select Utilities Portfolio 12,15,23 8.71 19.85 30.65 17.05 17.56 10.97
11.70 12/10/81 0.75/30 0.820
FWRLX Select Wireless Portfolio 15,23 1.97 2.07 22.77 12.38 14.31 9.92 2.03
9/21/00 0.75/30 0.880
FSRVX Spartan® Real Estate Index Fund - Fidelity
Advantage Class 1,15,23,24
7.07 18.03 13.18 -- n/a n/a 14.04 9/08/11 0.75/90 0.190 | r****m
发帖数: 1204 | 2
5
建议只选2 和 3， 目前不要选 1. 你有很长的投资time horizon, you can afford
be aggressive.
【在 s******t 的大作中提到】
: 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
| m*****o
发帖数: 110 | 3 可以参考
http://www.mymoneyblog.com/my-money-blogs-rough-guide-to-money
特别是
Deciding On The Stocks/Bonds Ratio
Deciding On The Domestic/International Ratio | n******n
发帖数: 12088 | 4 新手要学习，而不是当伸手党。
这么长列表谁有功夫细看。
【在 s******t 的大作中提到】
: 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
| q****4
发帖数: 226 | | s******t
发帖数: 913 | 6 不就是因为考了古，才列出了选择好的三个，list就没指望别人看，因为怕有人问有哪
些备选项，才附在后面的。
不愿意提供信息右上点叉就得了，张嘴就教训人至于么~~
【在 n******n 的大作中提到】
: 新手要学习，而不是当伸手党。
: 这么长列表谁有功夫细看。
| s******t
发帖数: 913 | 7 谢谢意见，还有楼下同学推荐的文章，很有帮助~~后来有个fidelity的agent也提到了
这点
【在 r****m 的大作中提到】
:
: 5
: 建议只选2 和 3， 目前不要选 1. 你有很长的投资time horizon, you can afford
: be aggressive.
| n******n
发帖数: 12088 | 8 因为你影响所有人的翻页了。放个链接不就行了。
而且你自己也说看晕了。
【在 s******t 的大作中提到】
: 不就是因为考了古，才列出了选择好的三个，list就没指望别人看，因为怕有人问有哪
: 些备选项，才附在后面的。
: 不愿意提供信息右上点叉就得了，张嘴就教训人至于么~~
| M********r
发帖数: 278 | 9 aggressive 就是拿着100%equity的portfolio, 看着股市被腰斩，还义无反顾地往里添
钱，这样的aggressive 才能起到aggressive的作用。绝大部分自以为aggressive的人
做不到这点， 风吹草动就卖了。所以我是觉得如果buy and hold 的话，bond对大部分
人还是需要的，而且要放就放够，70/30 甚至60/40， 才能真正起到buffer的作用。当
然，很多人拿着70/30 portfolio, 还会一惊一乍要卖的， 我就不知道说什么好了。
【在 r****m 的大作中提到】
:
: 5
: 建议只选2 和 3， 目前不要选 1. 你有很长的投资time horizon, you can afford
: be aggressive.
| S**C
发帖数: 2964 | 10 +1
【在 M********r 的大作中提到】
: aggressive 就是拿着100%equity的portfolio, 看着股市被腰斩，还义无反顾地往里添
: 钱，这样的aggressive 才能起到aggressive的作用。绝大部分自以为aggressive的人
: 做不到这点， 风吹草动就卖了。所以我是觉得如果buy and hold 的话，bond对大部分
: 人还是需要的，而且要放就放够，70/30 甚至60/40， 才能真正起到buffer的作用。当
: 然，很多人拿着70/30 portfolio, 还会一惊一乍要卖的， 我就不知道说什么好了。
| | | r****m
发帖数: 1204 | 11 是的， 对年轻的长期投资者来说，being aggressive, plus using DCA, will pay
off in the long term. | E******w
发帖数: 2616 | 12 建议F开头的fund不要考虑。
【在 s******t 的大作中提到】
: 谢谢意见，还有楼下同学推荐的文章，很有帮助~~后来有个fidelity的agent也提到了
: 这点
| h*z
发帖数: 678 | 13 不好意思，一个弱问题，什么是DCA？
【在 r****m 的大作中提到】
: 是的， 对年轻的长期投资者来说，being aggressive, plus using DCA, will pay
: off in the long term.
| n******n
发帖数: 12088 | 14 搜。
【在 h*z 的大作中提到】
: 不好意思，一个弱问题，什么是DCA？
| v**5
发帖数: 745 | 15 Dollar cost averaging (DCA) is an investment strategy for reducing the
impact of volatility on large purchases of financial assets such as equities
. By dividing the total sum to be invested in the market (e.g. $100,000)
into equal amounts put into the market at regular intervals (e.g. $1000 over
100 weeks), DCA reduces the risk of incurring a substantial loss resulting
from investing the entire "lump sum" just before a fall in the market.
Dollar cost averaging is not always the most profitable way to invest a
large sum, but it minimizes downside risk. | w***n
发帖数: 1519 | 16 You really hate Fidelity, huh?
【在 E******w 的大作中提到】
: 建议F开头的fund不要考虑。
| M********r
发帖数: 278 | | E******w
发帖数: 2616 | 18 Kidding :) My own 401k is with Fidelity. I love Fidelity. But most of its
funds are expensive.
【在 w***n 的大作中提到】
: You really hate Fidelity, huh?
| M********r
发帖数: 278 | | E******w
发帖数: 2616 | 20 But being cheap is not the only criterion.
【在 M********r 的大作中提到】
: LZ选的三个就很便宜啊
| | | w***n
发帖数: 1519 | 21 Yeah, expense wise they can't compete with Vanguard. Spartan funds are
acceptable.
They have a few quite good active funds though: OTC, contrafund, etc.
【在 E******w 的大作中提到】
: Kidding :) My own 401k is with Fidelity. I love Fidelity. But most of its
: funds are expensive.
| M********r
发帖数: 278 | 22 I agree. But for index funds, the cheaper , the better
【在 E******w 的大作中提到】
: But being cheap is not the only criterion.
| S**C
发帖数: 2964 | 23 Interestingly, Fido's muni bonds funds are pretty good, and with low fees.
Their good equity funds are just too big.
【在 w***n 的大作中提到】
: Yeah, expense wise they can't compete with Vanguard. Spartan funds are
: acceptable.
: They have a few quite good active funds though: OTC, contrafund, etc.
| w***n
发帖数: 1519 | 24 Certainly. Given their current size, it's extremely difficult to outperform
as much as they used to.
【在 S**C 的大作中提到】
: Interestingly, Fido's muni bonds funds are pretty good, and with low fees.
: Their good equity funds are just too big.
| h*z
发帖数: 678 | 25 thanks!
equities
over
resulting
【在 v**5 的大作中提到】
: Dollar cost averaging (DCA) is an investment strategy for reducing the
: impact of volatility on large purchases of financial assets such as equities
: . By dividing the total sum to be invested in the market (e.g. $100,000)
: into equal amounts put into the market at regular intervals (e.g. $1000 over
: 100 weeks), DCA reduces the risk of incurring a substantial loss resulting
: from investing the entire "lump sum" just before a fall in the market.
: Dollar cost averaging is not always the most profitable way to invest a
: large sum, but it minimizes downside risk.
| E******w
发帖数: 2616 | 26 其实，我只是想说，他应该自己多做研究。凡是赚钱的事，指望别人是肯定不行的。
【在 M********r 的大作中提到】
: 皇上有很多不喜欢的东西，挺固执的。哈哈
| G***G
发帖数: 16778 | 27 why?
please recommend one.
【在 E******w 的大作中提到】
: 建议F开头的fund不要考虑。
| E******w
发帖数: 2616 | 28 我没有什么好recommended。Fidelity的几个核心mutual fund费用比较低，其他的费用
都偏高，但是好处是选择比较多。投资这种事情，必须自己下功夫研究。指望靠别人的
建议赚钱是肯定不灵的。这个版有很多人建议买index然后dollar cost averaging。这
种做法有它的道理，但是也不是什么人都能用的。如果你是高薪，工作比较忙但是对自
己的状态很满意，愿意十几二十年接受大的账户波动和相对比较波澜不惊的回报率，这
个方法比较省心。本皇主攻timing the market，相对风险大很多，而且得下不少功夫
。走这条路的，听别人的建议恐怕有百害而无一利。所以本皇只在股版娱乐大家。这里
还是不乱说比较好。
【在 G***G 的大作中提到】
: why?
: please recommend one.
|
|
