Fidelity Spartan 500 Index Inv FUSEX
-
Rating SP500 Index Funds
… VFINX 17 bps, 0.29%] TIAA-CREF TIPSX 7 bps, 0.73% (TRSPX 32 bps, 0.64%) Fidelity FUSVX 7 bps, 0.69% ( FUSEX 10 bps, 0.68%) Schwab SWPPX 9 bps, 0.71% BlackRock WFSPX 18 bps, 0.67% MASRX 30 bps, 0.66% MDSRX 56 bps, 0 …
-
Investing in Africa
… are: Fidelity Equity-Income FEQIX Fidelity Magellan FMAGX Janus Adviser Forty JARTX Fidelity Spartan U.S. Equity Index FUSEX Fidelity Low-Priced Stock FLPSX Morgan Stanley Inst Small Co Growth MSSGX (I put 50% here) Fidelity Overseas FOSFX Fidelity …
-
Help me with asset & allocation
… Plan: Large Cap AF Growth of Amer R5 RGAFX FID Equity Inc. FEQIX FID Growth Company FDGRX (20.80%) SPTN 500 Index inv FUSEX Mid Cap FID Low Priced Stk FLPSX ( 20.16%) MSIF Mid cap grth I MPEQX Vang MDCPVAL Ind inv VMVIX Small Cap Northern SM Cap …
-
comments on this portfolio
… 15-11 Fidelity Mid-Cap Stock 29.24 0.37 1.28 3,664.00 107,135.36 1.35 02-10-11 Fidelity Spartan 500 Index Inv 48.54 0.36 0.75 1,895.00 91,983.30 1.16 04-29-11 Vanguard Value ETF 55.75 0.49 …
-
retirement portfolio
… IRA's are 13.6% of our holdings. His 403 B (Standard) Her's (Standard) DODFX 3.40% DODFX 6.19% FUSEX 7.99 FUSEX 7.36 ACGMX .63 MLAIX 5.53 MWTIX 35.12 MWTIX 35.92 PEGZX .21 SMVTX .21 VSISX .42 VSISX 2.10 VWELX 46 …
-
What's in Your Retirement Buckets?
… Vanguard Target Retirement 2010 VTENX. Our long-term bucket is in several funds, the largest being Fidelity Spartan 500 Index FUSEX , Fidelity Extended Market Index FSEMX, Fidelity Low-Priced Stock FLPSX, Fidelity Small Cap Stock FSLCX, and Fidelity Diversified …
-
Your Foreign Currency Trading Plan for This Week
… increases in the future. The five affected funds are Fidelity Spartan 500 Index FSMKX and Fidelity Spartan U.S. Equity Index FUSEX , both of which track the S&P 500; Fidelity Spartan Total Market Index FSTMX, which tracks the Wilshire 5000; Fidelity …
-
To answer Luddite's question regarding PSTIX hedge
… investment is $317k, and consists of positions in VITPX and FUSEX , and smaller positions in VPCCX, TWEIX, and RYSEX. I simply ..... 317 to arrive at 15%. PSTIX provides a decent hedge for FUSEX (rho=-.96), and VITPX (rho=-.96). However, I …
-
FXSIX vs NYVTX
Erryl and others: Our 403(b) just replaced FUSEX with FXSIX. I currently hold NYVTX as my LB selection. I noticed that NYVTX is still listed as a LB but its investment style is LG. I would like some suggestions or comments. Thanks, Tim
-
Seeking Opinions on AA and Investment Strategy
… Vanguard Wellington My TIRA VWELX 14 Domestic Equities Total US Stock Market Index My 401k VITPX 128 Fidelity Spartan 500 His 401k FUSEX 51 Vanguard PrimeCap Core My TIRA VPCCX 72 Fidelity Low Priced Stock His 401k FLPSX 39 Vanguard Small Cap Growth (5) My TIRA …