becker 复习资料# Accounting - 会计审计
i*t
1 楼
在fidelity有一个retirement plan account, 请问下面这么多种funds, 该怎么配置
portfolio? 头都大了。请懂行的同学指点,多谢了。
Blended Investments -- FID ASSET MGR 20% %
Blended Investments -- FID FREEDOM K 2000 %
Blended Investments -- FID FREEDOM K 2005 %
Blended Investments -- FID FREEDOM K 2010 %
Blended Investments -- FID FREEDOM K 2015 %
Blended Investments -- FID FREEDOM K 2020 %
Blended Investments -- FID FREEDOM K 2025 %
Blended Investments -- FID FREEDOM K 2030 %
Blended Investments -- FID FREEDOM K 2035 %
Blended Investments -- FID FREEDOM K 2040 %
Blended Investments -- FID FREEDOM K 2045 %
Blended Investments -- FID FREEDOM K 2050 %
Blended Investments -- FID FREEDOM K 2055 %
Blended Investments -- FID FREEDOM K INCOME %
Blended Investments -- FID GLOBAL BALANCED
Blended Investments -- FID ASSET MGR 70% %
Blended Investments -- FID PURITAN K %
Short-Term Investments -- FID RET GOVT MM %
Short-Term Investments -- FID RETIRE MMKT %
Short-Term Investments -- FID US TREA MM %
Bond Investments Income FID CAPITAL & INCOME view restriction(s)
%
Bond Investments Income FID GNMA %
Bond Investments Income FID INTERMED BOND %
Bond Investments Income FID INTM GOVT INCOME %
Bond Investments Income FID INVST GR BD %
Bond Investments Income FID NEW MARKETS INC view restriction(s)
%
Bond Investments Income FID SHORT TERM BOND %
Bond Investments Income FID TOTAL BOND %
Bond Investments Income FIDELITY GOVT INCOME %
Bond Investments Income SPTN US BOND IDX IS %
Stock Investments International FID DIVERSIFD INTL K
view restriction(s) %
Stock Investments International FID EMERGING ASIA
view restriction(s) %
Stock Investments International FID EMERGING MKTS K
view restriction(s) %
Stock Investments International FID EUROPE
view restriction(s) %
Stock Investments International FID EUROPE CAP APP
view restriction(s) %
Stock Investments International FID INTL CAP APPREC
view restriction(s) %
Stock Investments International FID INTL DISCOVERY K
view restriction(s) %
Stock Investments International FID JAPAN
view restriction(s) %
Stock Investments International FID LATIN AMERICA
view restriction(s) %
Stock Investments International FID OVERSEAS K
view restriction(s) %
Stock Investments International FID PACIFIC BASIN
view restriction(s) %
Stock Investments International FID WORLDWIDE
view restriction(s) %
Stock Investments International SPTN INTL INDEX ADV
view restriction(s) %
Stock Investments International FID CANADA
view restriction(s) %
Stock Investments Large Cap AMANA GROWTH
view restriction(s) %
Stock Investments Large Cap AMANA INCOME
view restriction(s) %
Stock Investments Large Cap FID CONTRAFUND K %
Stock Investments Large Cap FID DISCIPLND EQ K %
Stock Investments Large Cap FID DIVIDEND GR K %
Stock Investments Large Cap FID EQ DIV INCOME K %
Stock Investments Large Cap FID EQUITY INCOME K %
Stock Investments Large Cap FID EXPORT & MULTI K
view restriction(s) %
Stock Investments Large Cap FID FIFTY %
Stock Investments Large Cap FID FUND K %
Stock Investments Large Cap FID GROWTH & INC K %
Stock Investments Large Cap FID GROWTH CO K %
Stock Investments Large Cap FID GROWTH DISC K %
Stock Investments Large Cap FID INDEPENDENCE K %
Blended Investments Large Cap FID ASSET MGR 85% %
Stock Investments Large Cap FID MAGELLAN K %
Stock Investments Large Cap FID OTC K %
Blended Investments Large Cap FID BALANCED K %
Stock Investments Large Cap FID STK SEL ALL CP K %
Stock Investments Large Cap FID BLUE CHIP GR K %
Stock Investments Large Cap FID TREND %
Stock Investments Large Cap SPTN 500 INDEX INST %
Stock Investments Large Cap SPTN TOT MKT IDX ADV
view restriction(s) %
Stock Investments Large Cap FID CAP APPREC K %
Stock Investments Mid-Cap FID GROWTH STRAT K
view restriction(s) %
Stock Investments Mid-Cap FID LEVERGD CO STK K
view restriction(s) %
Stock Investments Mid-Cap FID LOW PRICED STK K
view restriction(s) %
Stock Investments Mid-Cap FID MID CAP STOCK K
view restriction(s) %
Stock Investments Mid-Cap FID VALUE K %
Stock Investments Mid-Cap FID VALUE STRAT K %
Stock Investments Mid-Cap SPTN EXT MKT IDX ADV
view restriction(s) %
Blended Investments Other FID CONVERTIBLE SEC %
Stock Investments Small Cap FID SM CAP DISCOVERY
view restriction(s) %
Stock Investments Small Cap FID STK SEL SM CAP
view restriction(s) %
Blended Investments Specialty FID ASSET MGR 50% %
Stock Investments Specialty FID REAL ESTATE INVS
view restriction(s) %
Stock Investments Specialty FID TELECOM & UTIL %
portfolio? 头都大了。请懂行的同学指点,多谢了。
Blended Investments -- FID ASSET MGR 20% %
Blended Investments -- FID FREEDOM K 2000 %
Blended Investments -- FID FREEDOM K 2005 %
Blended Investments -- FID FREEDOM K 2010 %
Blended Investments -- FID FREEDOM K 2015 %
Blended Investments -- FID FREEDOM K 2020 %
Blended Investments -- FID FREEDOM K 2025 %
Blended Investments -- FID FREEDOM K 2030 %
Blended Investments -- FID FREEDOM K 2035 %
Blended Investments -- FID FREEDOM K 2040 %
Blended Investments -- FID FREEDOM K 2045 %
Blended Investments -- FID FREEDOM K 2050 %
Blended Investments -- FID FREEDOM K 2055 %
Blended Investments -- FID FREEDOM K INCOME %
Blended Investments -- FID GLOBAL BALANCED
Blended Investments -- FID ASSET MGR 70% %
Blended Investments -- FID PURITAN K %
Short-Term Investments -- FID RET GOVT MM %
Short-Term Investments -- FID RETIRE MMKT %
Short-Term Investments -- FID US TREA MM %
Bond Investments Income FID CAPITAL & INCOME view restriction(s)
%
Bond Investments Income FID GNMA %
Bond Investments Income FID INTERMED BOND %
Bond Investments Income FID INTM GOVT INCOME %
Bond Investments Income FID INVST GR BD %
Bond Investments Income FID NEW MARKETS INC view restriction(s)
%
Bond Investments Income FID SHORT TERM BOND %
Bond Investments Income FID TOTAL BOND %
Bond Investments Income FIDELITY GOVT INCOME %
Bond Investments Income SPTN US BOND IDX IS %
Stock Investments International FID DIVERSIFD INTL K
view restriction(s) %
Stock Investments International FID EMERGING ASIA
view restriction(s) %
Stock Investments International FID EMERGING MKTS K
view restriction(s) %
Stock Investments International FID EUROPE
view restriction(s) %
Stock Investments International FID EUROPE CAP APP
view restriction(s) %
Stock Investments International FID INTL CAP APPREC
view restriction(s) %
Stock Investments International FID INTL DISCOVERY K
view restriction(s) %
Stock Investments International FID JAPAN
view restriction(s) %
Stock Investments International FID LATIN AMERICA
view restriction(s) %
Stock Investments International FID OVERSEAS K
view restriction(s) %
Stock Investments International FID PACIFIC BASIN
view restriction(s) %
Stock Investments International FID WORLDWIDE
view restriction(s) %
Stock Investments International SPTN INTL INDEX ADV
view restriction(s) %
Stock Investments International FID CANADA
view restriction(s) %
Stock Investments Large Cap AMANA GROWTH
view restriction(s) %
Stock Investments Large Cap AMANA INCOME
view restriction(s) %
Stock Investments Large Cap FID CONTRAFUND K %
Stock Investments Large Cap FID DISCIPLND EQ K %
Stock Investments Large Cap FID DIVIDEND GR K %
Stock Investments Large Cap FID EQ DIV INCOME K %
Stock Investments Large Cap FID EQUITY INCOME K %
Stock Investments Large Cap FID EXPORT & MULTI K
view restriction(s) %
Stock Investments Large Cap FID FIFTY %
Stock Investments Large Cap FID FUND K %
Stock Investments Large Cap FID GROWTH & INC K %
Stock Investments Large Cap FID GROWTH CO K %
Stock Investments Large Cap FID GROWTH DISC K %
Stock Investments Large Cap FID INDEPENDENCE K %
Blended Investments Large Cap FID ASSET MGR 85% %
Stock Investments Large Cap FID MAGELLAN K %
Stock Investments Large Cap FID OTC K %
Blended Investments Large Cap FID BALANCED K %
Stock Investments Large Cap FID STK SEL ALL CP K %
Stock Investments Large Cap FID BLUE CHIP GR K %
Stock Investments Large Cap FID TREND %
Stock Investments Large Cap SPTN 500 INDEX INST %
Stock Investments Large Cap SPTN TOT MKT IDX ADV
view restriction(s) %
Stock Investments Large Cap FID CAP APPREC K %
Stock Investments Mid-Cap FID GROWTH STRAT K
view restriction(s) %
Stock Investments Mid-Cap FID LEVERGD CO STK K
view restriction(s) %
Stock Investments Mid-Cap FID LOW PRICED STK K
view restriction(s) %
Stock Investments Mid-Cap FID MID CAP STOCK K
view restriction(s) %
Stock Investments Mid-Cap FID VALUE K %
Stock Investments Mid-Cap FID VALUE STRAT K %
Stock Investments Mid-Cap SPTN EXT MKT IDX ADV
view restriction(s) %
Blended Investments Other FID CONVERTIBLE SEC %
Stock Investments Small Cap FID SM CAP DISCOVERY
view restriction(s) %
Stock Investments Small Cap FID STK SEL SM CAP
view restriction(s) %
Blended Investments Specialty FID ASSET MGR 50% %
Stock Investments Specialty FID REAL ESTATE INVS
view restriction(s) %
Stock Investments Specialty FID TELECOM & UTIL %