今年的401k收益率才5%+ (转载)# Stock
b*m
1 楼
【 以下文字转载自 Investment 讨论区 】
发信人: bjeam (bjeam), 信区: Investment
标 题: 今年的401k收益率才5%+
发信站: BBS 未名空间站 (Sun Aug 24 01:04:02 2014, 美东)
到目前为止才5%+,是不是很不好?是不是我没选好Fund?
我的401k选择如下:
Vanguard Windsor II Admiral 25%
Vanguard Employee Benefit Index-Client A 20%
Fidelity Contrafund 25%
Vanguard Extended Market Idx InstlPlus 20%
Dodge & Cox International Stock 10%
公司给的mutual fund选择是:
Lifepath Fund
Wells Fargo Stable Return Fund
Vanguard Prime Money Market Instl
PIMCO Total Return Instl
Vanguard Total Bond Market Idx InstlPls
Neuberger Berman High Income Bond R6
Vanguard Windsor II Admiral
Vanguard Employee Benefit Index-Client A
Fidelity Contrafund
Nuveen NWQ Small-Cap Value I
Vanguard Extended Market Idx InstlPlus
Wells Fargo Advantage Discovery Instl
Vanguard Total Intl Stock Idx InstlPls
Dodge & Cox International Stock
Voya Clarion Global Real Estate Sec Trust Fd Cl 2
发信人: bjeam (bjeam), 信区: Investment
标 题: 今年的401k收益率才5%+
发信站: BBS 未名空间站 (Sun Aug 24 01:04:02 2014, 美东)
到目前为止才5%+,是不是很不好?是不是我没选好Fund?
我的401k选择如下:
Vanguard Windsor II Admiral 25%
Vanguard Employee Benefit Index-Client A 20%
Fidelity Contrafund 25%
Vanguard Extended Market Idx InstlPlus 20%
Dodge & Cox International Stock 10%
公司给的mutual fund选择是:
Lifepath Fund
Wells Fargo Stable Return Fund
Vanguard Prime Money Market Instl
PIMCO Total Return Instl
Vanguard Total Bond Market Idx InstlPls
Neuberger Berman High Income Bond R6
Vanguard Windsor II Admiral
Vanguard Employee Benefit Index-Client A
Fidelity Contrafund
Nuveen NWQ Small-Cap Value I
Vanguard Extended Market Idx InstlPlus
Wells Fargo Advantage Discovery Instl
Vanguard Total Intl Stock Idx InstlPls
Dodge & Cox International Stock
Voya Clarion Global Real Estate Sec Trust Fd Cl 2