return. FFNOX consists of 4 Fidelity index funds. The 4 Fidelity Spartan funds and their current weightings are: 500 Index ( FUSEX ) 48% International Index (FSIIX) 25% US Bond Index (FBIDX) 14% Extended Market Index (FSEMX) 12% FFNOX maintains an
articlenet/article.aspx?id=693706. Some excerpts. Domestic Large Cap Traditional Index Funds: Fidelity Spartan 500 Index ( FUSEX ) , Fidelity Spartan Total Market ( FSTMX ) , Vanguard 500 Index ( VFINX ) , Vanguard Institutional Index ( VINIX ) , Vanguard
index-fund and ETF picks in each of the major asset classes. Domestic Large Cap Traditional Index Funds: Fidelity Spartan 500 Index FUSEX , Fidelity Spartan Total Market FSTMX, Vanguard 500 Index VFINX, Vanguard Institutional Index VINIX, Vanguard Total Stock
mutual fund trades), which of the following would you select: Fidelity Contrafund (FCNTX): Has beaten the index pretty consistently in the past Spartan Index fund ( FUSEX ): http://quotes.morningstar.com/fund/ fusex /f?t= FUSEX
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