
Keep FSICX and Add PAUIX? Or Sell FSICX and Replace with PAUIX? That is the Latest Question ..... been running Neck and neck these past 1,3, 5 yrs.. FSICX : Fidelity Strategic Income Fund Chart | Morningstar PAUIX: PIMCO All Asset All
I currently own Vanguard's IT VFISX, HY VWEHX, and Fido's MS FSICX . I know there are many BFs available for consideration based on one's perspective, financial strength, etc. I am currently
extra $ to move around, that came from VFITX, TGLMX/DLTNX & VBILX last yr.. For my Multi Bond Port Portion, consisting of FSICX , MWTRX & PIMIX (PONDX). Equal % Allocation-Never was good at figuring out which should have more than the others for any
LSBDX's high SD, in comparison to the 'safer' multi-sector funds FSICX , JSTIX, and OSTIX appears to be almost all overperformance. Year LSBDX PTTRX VFITX VBMFX FSICX JSTIX OSTIX 2011 3.76 4.16 9.79 7.56 4.64 2.24 4.06 2010
grade 11%, cash -41%, EM 5% PIGIX - HY 11% , Gov 22%, Mortgage 4%, investment grade 35%, cash -10%, EM 32% FSICX -over 50% in HY according to M* LSBDX -over 55% in HY, 5% equity according to M* (up to 10%) Comments: 1. M* says
JSTIX 0.0 IVWIX -0.24 SGIIX 0.5 JNBSX 0.6 JPVTX 0.95 FPACX 0. 4 OAKBX 0.9 ICMBX 1.1 PRWCX 2.0 LSBDX 0.0 FSICX -0.2 OSTIX 0.4 BERIX 1.0 EXDAX 0.2 VWINX 0.5 DBLTX 0.45 DBLFX 0.0 PIMIX 1.0 TGLMX 0.8 PTTRX 0.0
How do actual returns work for FI / Bond base OEFs? For example, in looking at the tax tab for FSICX , it shows in the "Tax-adjusted Return" section, say for the 10-yr figure, a 6.41% average return and it shows an 8
0.45% | 2.04% | 4.62 | BB DLTNX | -0.27% | 2.45% | 2.65 | BB FGMNX | -0.25% | 0.37% | 2.49 | AAA FSICX | -0.25% | 3.64% | 4.41 | BB JAFIX | -0.47% | 2.36% | 4.86 | BBB LSBDX | -0.48% | 6.57% | 5.66
two, 50% core growth/income in IRAs-- Fidelity Contrafund FCNTX, Fidelity Low-Priced Stock, Fidelity Strategic Income FSICX , Vanguard Dividend Growth VDIGX, Vanguard Convertible Securities VCVSX, Artisan International Value ARTKX
· iShares iBoxx Invest Gr Corp Bd (LQD) Buy in Fidelity IRA: · Permanent Portfolio (PRPFX) · Fidelity Strategic Income ( FSICX My concern is that the advisor placed bond funds in taxable account. While my 25% tax bracket is not high