Fidelity Short-Term Bond FSHBX
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Where to park cash?
… Intermediate-Term Tax Exempt VWAHX Vanguard High-Yield Tax Exempt VFSTX Vanguard Short-Term Investment-Grade FSHBX Fidelity Short - Term Bond VBISX Vanguard Short-Term Bond Index MBDFX Managers PIMCO Bond I also have looked at these ETFs as well …
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Introducing Upside and Downside Capture Ratios
… different than the benchmark, you can expect that its upside/downside capture ratios will be striking. Take Fidelity Short - Term Bond FSHBX , for example. Because its interest-rate sensitivity is much more muted than that of the Barclays Capital …
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Anyone familiar with Fidelity's short term bond funds?
… Fidelity's two short-term bond funds, FSHBX and FUSFX, really blew up in 2007-08 ..... supposedly is aimed a preserving principle. FSHBX didn't lose as much money, but ranked ..... returns in those years. On the plus side, FSHBX has held up much better than most over …
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Move from Fidelity to Vanguard
… Total International Equity - FTIEX (13%) Balanced - FBALX (27%) Strategic Income - FSICX (25%) Short Term Bond - FSHBX (5%) I have recently moved some money into 2 Vanguard funds: VGTSX and VTSMX I'm 67, receive my pension from the state …
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Fidelity Tool Generated Asset Mix and Funds for Retirement
I would appreciate your feedback. Many Thanks! I am comfortable with Fidelity Internet tools and am able to use their Retirement Planner and Suggested Portfolio Design. The Fidelity tool generated conservative portfolio is below . Situation: Age 69, recently retired with $400K in assets. I don't need to withdraw more than 4% annually, and don't need to leave anything behind. I am currently mostly liquid cash/moneymarket and have less than 15% in equities and 10% in intermediate bond fund. (I am customer of both Fidelity and Vanguard) Questions: 1)What do you think of Fidelity's tool generated suggested allocation mix? 2) Using M* I can substitute certain funds with a stronger one. Any suggestions? 3)What is best approach/timing to move my holdings into this mix? Where should I be careful? 4) Any other solutions for someone trying to organize their assets to live on in retirement? FUND RECOMMENDED CATEGORY Percent Dollars Substitute Fund FIDELITY CASH RESERVES (FDRXX) Money Market Fund 30.00% $120,000 CDs FIDELITY SHORT-TERM BOND ( FSHBX ) Short-Term Bond 6.00% $24,000 Vanguard Short Term Bond Index (VBISX) ARTIO GLOBAL HIGH INCOME A (BJBHX) High Yield Bond 6.00% $24,000 WESTCORE PLUS BOND (WTIBX) Intermediate-Term Bond 5.00% $20,000 FIDELITY TOTAL BOND (FTBFX) Intermediate-Term Bond 7.00% $28,000 FIDELITY INTERMEDIATE BOND (FTHRX) Intermediate-Term Bond 7.00% $28,000 INVESCO US GOVERNMENT INVESTOR (AGIVX) Intermediate Government 7.00% $28,000 ASSETMARK CORE PLUS FIXED INCOME (AFCFX) Intermediate-Term Bond 6.00% $24,000 FIDELITY MORTGAGE SECS (FMSFX) Intermediate-Term Bond 6.00% $24,000 BUFFALO MID CAP (BUFMX) Mid-Cap Growth 7.00% $28,000 FIDELITY LARGE CAP STOCK (FLCSX) Large Growth 7.00% $28,000 OAKMARK INTERNATIONAL I (OAKIX) Foreign Large Value 6.00% $24,000
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FUSFX Fidelity Ultra-Short Bond Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… s bond shop since 1987 and has run short-term strategies for institutional investors. He also manages Fidelity Short - Term Bond FSHBX . USAFUSFXSupporting Player. We described this fund in the past as being one step up from a money market …
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FSHBX Fidelity Short-Term Bond Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… selection. Management dips into the derivatives market here, but the derivatives don't alter its risk profile. Fidelity Short - Term Bond is backing up words with deeds. For short-term bond managers, Robert Galusza and Robin Foley have a healthy …
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FTHRX Fidelity Intermediate Bond Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… grade bond portion of the firm's target - date retirement lineup . Galusza has had lead management duties at Fidelity Short - Term Bond and Fidelity Ultra - Short Bond FUSFX since early 2008 . USAFTHRXCoreCoreShareholders are right to be frustrated …
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Helping the Kids Without Cracking the Nest Egg
… Government Income FGOVX Int. Government 73,245 Fidelity Short - Term Bond FSHBX Short-Term Bond 55,669 Fidelity US Bond ..... Intermediate Bond FTHRX Int.-Term Bond 100,000 Fidelity Short - Term Bond FSHBX Short-Term Bond 55,000 Fidelity Inflation …
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FFFAX Fidelity Freedom Income Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… Fidelity's fixed-income capabilities is among its strong suits. One past weak link, underlying investment Fidelity Short - Term Bond , changed management and revamped its portfolio to good effect after faltering in early 2007. The fund's …