lower. Using EZback for 10 years 100% FUSEX ......... had 7.7% annual return, SD=16, Sharp=0.43 50/50 FUSEX +TLT had 9.3% annual return, SD ..... 0.86 Using EZback for 5 years 100% FUSEX ......... had 15.3% annual return
year of the Munis NVHAX 0.4 9.5 HY Munis (duration 4+ years) NHMAX 0.5 18.7 HY Munis (duration 11 years) Indexes FUSEX -3.5 10.4 SP500 - KISS FSIVX -4.1 -5.8 International Index-how many times you heard diversification is good The
If one was interested in using index funds to diversify among small, mid, large cap U.S. equities, would one fund such as FSTMX to the trick? If so, what allocation to each class does FSTMX have? Thanks!
Why would one invest in FUSEX , 500 Index instead of FFSMX, Total Stock Market Index? Any particular advantage of one over the other? They both seem to have about the same performance record.
11.97% OAKWX 10.82% FTEXX 8.8% FBIOX 5.48% POAGX 3.47% My 401K DCA IRS MAX EACH MONTH Stable Value 43.50% ~ FUSEX 27.70% ~FSIIX 15.40% ~FSEMX 8.40% ~FSITX 5.07% My Roth DCA IRS MAX EACH MONTH JABAX 51.15% OAKBX 29.08
522 0.85 Don's 401(k): Fidelity Spartan 500 Index FUSEX 78,025 3.80 Don's 401(k): Harbor Int'l HAINX 50 ..... 000 2.43 Don's 401(k): Fidelity Spartan 500 Index FUSEX 100,000 4.87 Don's 401(k): Harbor Int'l HAINX 65
Am Balanced A ABALX $24.62 View Columbia Dividend Opportunity Z CDOZX $10.43 View Fidelity Spartan 500 Index Fund Inv FUSEX $66.28 View American Century Growth TWCGX $32.76 View T. Rowe Price Mid-Cap Value Adv TAMVX $31.05 View Vanguard
managed large-cap equity funds receives a Gold Morningstar Analyst Rating. On the passive side, Fidelity Spartan 500 Index FUSEX and Fidelity Spartan Total Market Index FSTMX have earned Gold ratings because of their low expense ratios. Fidelity Contrafund
Ratings & Risk pages for some funds fail to load this morning - VFINX, FUSEX , etc. Page loads fine for many other funds. Windows & IE9
lately. Should I consider bond funds in the taxable account? Thank you % Portfolio LARGE CAP FSTMX 23.20% VTSAX 31.09% FUSEX 1.03% MEDIUM/SMALL CAP FLPSX 5.41% PSVIX 0.48% FOREIGN FDIVX 7.84% VTIAX 4.35% BONDS VBTLX 5.33% PTRAX 21