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m********u
发帖数: 63 | 1 有如下选择，谢谢！ ER ratio都可够贵的。现在选的是TRP RETIREMENT 2050，ER
ratio = 0.75%。不知道有没有更合适的组合。
Name/Inception Date Asset Class Category Gross Expense Ratio**
Shareholder Fees
AF FUNDMNTL INV R6 (RFNGX)
08/01/1978
Stock Investments Large Cap 0.31% No additional fees apply.
ALZGI NFJ DIV VAL I (NFJEX)
05/08/2000
Stock Investments Large Cap 0.71% No additional fees apply.
MAINSTAY LG CAP GR I (MLAIX)
07/03/1995
Stock Investments Large Cap 0.74% No additional fees apply.
VANGUARD INST INDEX (VINIX)
07/31/1990
Stock Investments Large Cap 0.04% No additional fees apply.
JPM MIDCAP VALUE IS (FLMVX)
11/13/1997
Stock Investments Mid-Cap 0.93% No additional fees apply.
NWD GNV MDCP GR IS (NWHYX)
01/04/1999
Stock Investments Mid-Cap 0.94% No additional fees apply.
ROYCE PREMIER INST (RPFIX)
12/31/1991
Stock Investments Mid-Cap 0.98% No additional fees apply.
VANG MIDCAP IDX ADM (VIMAX)
05/21/1998
Stock Investments Mid-Cap 0.09% No additional fees apply.
ABF/S SM CAP GRTH I (STSIX)
12/01/2005
Stock Investments Small Cap 1.1% No additional fees apply.
ALZGI NFJ SMCPVL IS (PSVIX)
10/01/1991
Stock Investments Small Cap 0.87% No additional fees apply.
VANG SM CAP IDX ADM (VSMAX)
10/03/1960
Stock Investments Small Cap 0.09% No additional fees apply.
AF EUROPAC GROWTH R6 (RERGX)
04/16/1984
Stock Investments International 0.49% No additional fees apply.
LZRD EMRG MKTS EQ IS (LZEMX)
07/15/1994
Stock Investments International 1.09% Short term trading fees of 1%
for fee eligible shares held less than 30 days.
TMPL FRGN SM CO ADV (FTFAX)
09/20/1991
Stock Investments International 1.42% No additional fees apply.
VANG TOT INTL STK AD (VTIAX)
04/29/1996
Stock Investments International 0.14% No additional fees apply.
VOYA GLOBAL RE I (IGLIX)
11/05/2001
Stock Investments Specialty 0.98% No additional fees apply.
TRP RETIRE BAL (TRRIX)
09/30/2002
Blended Fund Investments* N/A 0.56% No additional fees apply.
TRP RETIREMENT 2005 (TRRFX)
02/27/2004
Blended Fund Investments* N/A 0.58% No additional fees apply.
TRP RETIREMENT 2010 (TRRAX)
09/30/2002
Blended Fund Investments* N/A 0.58% No additional fees apply.
TRP RETIREMENT 2015 (TRRGX)
02/27/2004
Blended Fund Investments* N/A 0.62% No additional fees apply.
TRP RETIREMENT 2020 (TRRBX)
09/30/2002
Blended Fund Investments* N/A 0.66% No additional fees apply.
TRP RETIREMENT 2025 (TRRHX)
02/27/2004
Blended Fund Investments* N/A 0.69% No additional fees apply.
TRP RETIREMENT 2030 (TRRCX)
09/30/2002
Blended Fund Investments* N/A 0.72% No additional fees apply.
TRP RETIREMENT 2035 (TRRJX)
02/27/2004
Blended Fund Investments* N/A 0.74% No additional fees apply.
TRP RETIREMENT 2040 (TRRDX)
09/30/2002
Blended Fund Investments* N/A 0.75% No additional fees apply.
TRP RETIREMENT 2045 (TRRKX)
05/31/2005
Blended Fund Investments* N/A 0.75% No additional fees apply.
TRP RETIREMENT 2050 (TRRMX)
12/29/2006
Blended Fund Investments* N/A 0.75% No additional fees apply.
Investments you currently own TRP RETIREMENT 2055 (TRRNX)
12/29/2006
Blended Fund Investments* N/A 0.75% No additional fees apply.
STABLE VALUE FUND
03/27/2008
Bond Investments Stable Value 0.3% No additional fees apply.
PYR CORE PLUS CP E
06/30/2004
Bond Investments Income 0.33% No additional fees apply.
VANG TOT BD MKT INST (VBTIX)
12/11/1986
Bond Investments Income 0.06% No additional fees apply.
VANG INFL PROT ADM (VAIPX)
06/29/2000
Bond Investments Other 0.1% No additional fees apply.
BROKERAGELINK
Click to expand upon your savings plan's investment options with Fidelity
BrokerageLink®. Other Investments Other N/A No additional
fees apply. | w***n
发帖数: 1519 | 2 You have all the vanguard funds needed to mimic a target fund. | m********u
发帖数: 63 | 3 下面4个按照56%, 32%, 8%, 4%的组合怎么样？ 这样平均Fee应该控制在了0.1%左右。
不过久没有cover到Mid-Cap和Small-Cap的stock。
另外为什么Vangard的这几个fund都比其他fund的ER便宜这么多啊。
VANGUARD INST INDEX (VINIX)
07/31/1990
Stock Investments Large Cap 0.04% No additional fees apply.
VANG TOT INTL STK AD (VTIAX)
04/29/1996
Stock Investments International 0.14% No additional fees apply.
VANG INFL PROT ADM (VAIPX)
06/29/2000
Bond Investments Other 0.1% No additional fees apply.
VANG TOT BD MKT INST (VBTIX)
12/11/1986
Bond Investments Income 0.06% No additional fees apply.
【在 m********u 的大作中提到】
: 有如下选择，谢谢！ ER ratio都可够贵的。现在选的是TRP RETIREMENT 2050，ER
: ratio = 0.75%。不知道有没有更合适的组合。
: Name/Inception Date Asset Class Category Gross Expense Ratio**
: Shareholder Fees
: AF FUNDMNTL INV R6 (RFNGX)
: 08/01/1978
: Stock Investments Large Cap 0.31% No additional fees apply.
: ALZGI NFJ DIV VAL I (NFJEX)
: 05/08/2000
: Stock Investments Large Cap 0.71% No additional fees apply.
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