无法理解为啥把窃明的续集写成空想小说# paladin - 谈古论金,黄梁一梦
m*1
1 楼
完全对401K没有概念,看到这么多选项,不知道应该怎么选。有那些参数是应该要关注
的,除了回报以外。
多谢版上牛人赐教。
Investments 1 YR 3 YR 5 YR 10 YR Life As of Date
Stock Investments
Large Cap
ALPS/WMC VAL INTSN I
Inception Date 11/02/1998 2.48 20.77 -0.61 4.34 3.35
03/31/2012
MAINSTAY LG CAP GR I
Inception Date 04/01/2005 8.91 23.76 6.90 N/A 8.50
03/31/2012
SPTN 500 INDEX INST
Inception Date 02/17/1988 8.50 23.39 2.00 4.06 9.51
03/31/2012
Mid-Cap
BARON GROWTH INST
Inception Date 05/29/2009 1.18 N/A N/A N/A 20.29 03/
31/2012
H & W MID CAP VAL I
Inception Date 01/02/1997 4.71 36.80 1.73 9.05 12.34
03/31/2012
MSIF MID CAP GRTH I
Inception Date 03/30/1990 1.20 33.17 7.98 9.50 13.27
03/31/2012
VANG MID CAP IDX SIG
Inception Date 03/30/2007 2.71 28.90 2.99 N/A 2.99
03/31/2012
Small Cap
NB GENESIS - INST CL
Inception Date 07/01/1999 2.48 24.31 6.21 9.68 11.67
03/31/2012
VANG SM CAP IDX INST
Inception Date 07/07/1997 1.02 30.42 3.75 7.66 7.58
03/31/2012
International
HARBOR INTL INST
Inception Date 12/29/1987 -2.32 22.92 1.34 9.93 12.10
03/31/2012
LZRD EMRG MKTS EQ IS
Inception Date 07/15/1994 -2.75 27.19 6.27 16.53 8.66
03/31/2012
SPTN INTL INDEX INS
Inception Date 11/05/1997 -5.36 17.24 -3.34 5.69 4.25
03/31/2012
Specialty
AM CENT REAL EST IS
Inception Date 06/16/1997 15.86 44.54 -1.22 10.53 9.67
03/31/2012
TRP NEW ERA
Inception Date 01/20/1969 -18.31 19.37 1.54 9.86 10.35
03/31/2012
VANG HEALTHCARE ADM
Inception Date 11/12/2001 12.86 18.91 5.17 7.29 7.62
03/31/2012
Blended Fund Investments*
FID FREEDOM K 2000
Inception Date 07/02/2009 3.41 N/A N/A N/A 8.76 03/
31/2012
FID FREEDOM K 2005
Inception Date 07/02/2009 2.83 N/A N/A N/A 11.84 03/
31/2012
FID FREEDOM K 2010
Inception Date 07/02/2009 3.08 N/A N/A N/A 12.87 03/
31/2012
FID FREEDOM K 2015
Inception Date 07/02/2009 3.00 N/A N/A N/A 13.19 03/
31/2012
FID FREEDOM K 2020
Inception Date 07/02/2009 2.50 N/A N/A N/A 14.57 03/
31/2012
FID FREEDOM K 2025
Inception Date 07/02/2009 2.02 N/A N/A N/A 15.26 03/
31/2012
FID FREEDOM K 2030
Inception Date 07/02/2009 1.62 N/A N/A N/A 15.75 03/
31/2012
FID FREEDOM K 2035
Inception Date 07/02/2009 0.78 N/A N/A N/A 16.02 03/
31/2012
FID FREEDOM K 2040
Inception Date 07/02/2009 0.67 N/A N/A N/A 16.22 03/
31/2012
FID FREEDOM K 2045
Inception Date 07/02/2009 0.45 N/A N/A N/A 16.37 03/
31/2012
FID FREEDOM K 2050
Inception Date 07/02/2009 0.06 N/A N/A N/A 16.50 03/
31/2012
FID FREEDOM K 2055
Inception Date 06/01/2011 N/A N/A N/A N/A N/A N/A
FID FREEDOM K INCOME
Inception Date 07/02/2009 3.50 N/A N/A N/A 8.52 03/
31/2012
Bond Investments
Stable Value
FFTW INCOME PLUS
Inception Date 08/01/1985 1.23 1.73 2.75 3.66 5.78
03/31/2012
Income
FID INVST GR BD
Inception Date 08/06/1971 7.95 10.52 5.22 5.37 7.46
03/31/2012
NB HIGH INC BOND IS
Inception Date 05/27/2009 3.97 N/A N/A N/A 16.66 03/
31/2012
SPTN US BOND IDX IS
Inception Date 03/08/1990 7.73 6.67 5.66 5.58 6.98
03/31/2012
TMPL GLOBAL BOND ADV
Inception Date 12/31/1996 2.62 12.11 10.41 11.78 8.48
03/31/2012
Other
VANG INFL PROT INST
Inception Date 12/12/2003 12.09 8.57 7.40 N/A 6.09
03/31/2012
Short Term Investments
FID US TREA MM
Inception Date 01/05/1988
7 day yield as of
03/31/2012 0.01% 0.01 0.01 0.94 1.56 3.67 03/31/2012
的,除了回报以外。
多谢版上牛人赐教。
Investments 1 YR 3 YR 5 YR 10 YR Life As of Date
Stock Investments
Large Cap
ALPS/WMC VAL INTSN I
Inception Date 11/02/1998 2.48 20.77 -0.61 4.34 3.35
03/31/2012
MAINSTAY LG CAP GR I
Inception Date 04/01/2005 8.91 23.76 6.90 N/A 8.50
03/31/2012
SPTN 500 INDEX INST
Inception Date 02/17/1988 8.50 23.39 2.00 4.06 9.51
03/31/2012
Mid-Cap
BARON GROWTH INST
Inception Date 05/29/2009 1.18 N/A N/A N/A 20.29 03/
31/2012
H & W MID CAP VAL I
Inception Date 01/02/1997 4.71 36.80 1.73 9.05 12.34
03/31/2012
MSIF MID CAP GRTH I
Inception Date 03/30/1990 1.20 33.17 7.98 9.50 13.27
03/31/2012
VANG MID CAP IDX SIG
Inception Date 03/30/2007 2.71 28.90 2.99 N/A 2.99
03/31/2012
Small Cap
NB GENESIS - INST CL
Inception Date 07/01/1999 2.48 24.31 6.21 9.68 11.67
03/31/2012
VANG SM CAP IDX INST
Inception Date 07/07/1997 1.02 30.42 3.75 7.66 7.58
03/31/2012
International
HARBOR INTL INST
Inception Date 12/29/1987 -2.32 22.92 1.34 9.93 12.10
03/31/2012
LZRD EMRG MKTS EQ IS
Inception Date 07/15/1994 -2.75 27.19 6.27 16.53 8.66
03/31/2012
SPTN INTL INDEX INS
Inception Date 11/05/1997 -5.36 17.24 -3.34 5.69 4.25
03/31/2012
Specialty
AM CENT REAL EST IS
Inception Date 06/16/1997 15.86 44.54 -1.22 10.53 9.67
03/31/2012
TRP NEW ERA
Inception Date 01/20/1969 -18.31 19.37 1.54 9.86 10.35
03/31/2012
VANG HEALTHCARE ADM
Inception Date 11/12/2001 12.86 18.91 5.17 7.29 7.62
03/31/2012
Blended Fund Investments*
FID FREEDOM K 2000
Inception Date 07/02/2009 3.41 N/A N/A N/A 8.76 03/
31/2012
FID FREEDOM K 2005
Inception Date 07/02/2009 2.83 N/A N/A N/A 11.84 03/
31/2012
FID FREEDOM K 2010
Inception Date 07/02/2009 3.08 N/A N/A N/A 12.87 03/
31/2012
FID FREEDOM K 2015
Inception Date 07/02/2009 3.00 N/A N/A N/A 13.19 03/
31/2012
FID FREEDOM K 2020
Inception Date 07/02/2009 2.50 N/A N/A N/A 14.57 03/
31/2012
FID FREEDOM K 2025
Inception Date 07/02/2009 2.02 N/A N/A N/A 15.26 03/
31/2012
FID FREEDOM K 2030
Inception Date 07/02/2009 1.62 N/A N/A N/A 15.75 03/
31/2012
FID FREEDOM K 2035
Inception Date 07/02/2009 0.78 N/A N/A N/A 16.02 03/
31/2012
FID FREEDOM K 2040
Inception Date 07/02/2009 0.67 N/A N/A N/A 16.22 03/
31/2012
FID FREEDOM K 2045
Inception Date 07/02/2009 0.45 N/A N/A N/A 16.37 03/
31/2012
FID FREEDOM K 2050
Inception Date 07/02/2009 0.06 N/A N/A N/A 16.50 03/
31/2012
FID FREEDOM K 2055
Inception Date 06/01/2011 N/A N/A N/A N/A N/A N/A
FID FREEDOM K INCOME
Inception Date 07/02/2009 3.50 N/A N/A N/A 8.52 03/
31/2012
Bond Investments
Stable Value
FFTW INCOME PLUS
Inception Date 08/01/1985 1.23 1.73 2.75 3.66 5.78
03/31/2012
Income
FID INVST GR BD
Inception Date 08/06/1971 7.95 10.52 5.22 5.37 7.46
03/31/2012
NB HIGH INC BOND IS
Inception Date 05/27/2009 3.97 N/A N/A N/A 16.66 03/
31/2012
SPTN US BOND IDX IS
Inception Date 03/08/1990 7.73 6.67 5.66 5.58 6.98
03/31/2012
TMPL GLOBAL BOND ADV
Inception Date 12/31/1996 2.62 12.11 10.41 11.78 8.48
03/31/2012
Other
VANG INFL PROT INST
Inception Date 12/12/2003 12.09 8.57 7.40 N/A 6.09
03/31/2012
Short Term Investments
FID US TREA MM
Inception Date 01/05/1988
7 day yield as of
03/31/2012 0.01% 0.01 0.01 0.94 1.56 3.67 03/31/2012