This article lists the best index fund and ETF choice for each asset class when you invest at Fidelity.
Fidelity Freedom Index Funds offer deposit-and-forget convenience with low cost, broad diversification, and automatic rebalancing.
It takes a certain mentality to not seek out every opportunity. You don’t have to venture outside the mainstream when mainstream already works well enough.
Investing in actively managed funds can get you to the same place as investing in index funds. Investing to begin with and a sound asset allocation are more important.
Morningstar’s data and ratings on mutual funds aren’t that useful when you invest in index funds.
When I looked at my 401k account for something else, I noticed this from the performance sheet: My 401k plan offers two choices for intermediate-term bond funds: PIMCO Total Return Institutional and Vanguard Total Bond Market Index Fund Institutional. As of November 30, PIMCO Total Return squarely beat Vanguard Total Bond Market Index Fund in […]
Facebook stock did poorly since its IPO. It opened on May 18 at $42. Now it’s at $21. Nevertheless, as I predicted in the previous post When Will Your Index Fund Buy Facebook Stock? Vanguard still added Facebook to the Vanguard Total Stock Market Index Fund soon after the IPO. In the fund’s list of […]
New York Times Your Money columnist Ron Lieber wrote an interesting article Picking Stocks After Facebook. He had someone look up the best performing stocks since 1982 in the Wilshire 5000 Index, which is basically everything except very tiny ones. It turns out that most of the best performing stocks are largely unknown (to me […]
Although ETFs get onto a lot of news these days, some investors still prefer traditional open-end index funds because it’s easier to set up recurring purchases with them. Fidelity added some index funds under its Spartan name back in September 2011. I’m considering these because I have accounts at Fidelity. These funds are still quite […]
Facebook will have an IPO soon. If you invest through mutual funds, will those mutual funds buy Facebook stock after the IPO? If so, when will they buy it? People ask this question because either they worry their mutual funds will buy into a bubble and pay a price too high or they worry their […]