Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Moving 403b to fidelity. What funds should i look at?
Old 12-04-2010, 10:22 PM   #1
Recycles dryer sheets
 
Join Date: Jul 2010
Posts: 51
Moving 403b to fidelity. What funds should i look at?

I'm moving my 403b to fidelity (vanguard is not a vendor at my job) and i'm looking for low fee funds that perform well. have read about all in one retirement freedom funds but have a somewhat high expense ratio and then i have read about these spartan funds with low expense ratio. don't know much about either one besides the expense ratio. are these actively managed? i'm new to this stuff so i'm learning as i go. any help would be appreciated
__________________

__________________
dooo42 is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 12-05-2010, 07:24 AM   #2
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Jun 2005
Posts: 8,616
You can find all the information you need in great detail at the web site I will link below. It will have more information than you will ever find on this message board.

Here is also a link to someone doing the same thing as you:
Bogleheads :: View topic - retirement funds

Oh, here's the link I promised you: www.fidelity.com By looking at this site, you can also find this which makes it dirt simple: http://personal.fidelity.com/product...nds.shtml.cvsr
__________________

__________________
LOL! is offline   Reply With Quote
Old 12-05-2010, 09:14 AM   #3
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
travelover's Avatar
 
Join Date: Mar 2007
Posts: 9,874
I use Fido's Spartan index funds. I'm happy with them so far.
__________________
Yes, I have achieved work / life balance.
travelover is offline   Reply With Quote
how do i know which spartan to get into?
Old 12-05-2010, 10:23 AM   #4
Recycles dryer sheets
 
Join Date: Jul 2010
Posts: 51
how do i know which spartan to get into?

there are a few spartan funds to choose from? which should i look into?
__________________
dooo42 is offline   Reply With Quote
Old 12-05-2010, 10:48 AM   #5
Thinks s/he gets paid by the post
DblDoc's Avatar
 
Join Date: Aug 2007
Posts: 1,224
Quote:
Originally Posted by dooo42 View Post
there are a few spartan funds to choose from? which should i look into?

You need to decide for yourself after getting educated about investing. There is an excellent reading list here: An updated FIRE recommended reading list (with a military twist) and at bogleheads Books: Recommendations and Reviews - Bogleheads

Any (or all) of these three is where I would recommend starting. They should be available at your local library:

"The Intelligent Asset Allocator" by William Bernstein
"All About Asset Allocation" by Rick Ferri
"The Boglehead's Guide to Investing" by Taylor Larimore, Mel Lindauer, and Michael LeBoeuf

DD
__________________
At 54% of FIRE target
DblDoc is offline   Reply With Quote
Old 12-05-2010, 10:53 AM   #6
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
travelover's Avatar
 
Join Date: Mar 2007
Posts: 9,874
Quote:
Originally Posted by dooo42 View Post
there are a few spartan funds to choose from? which should i look into?
The short answer is that you need to decide on an asset allocation which includes all of your investments. Choose the ones in the Fido account that best fits your needs, then round out the total asset allocation in IRAs and taxable accounts that allow more flexibility in your choices.

The resources that DD pointed out above will tell you how.
__________________

__________________
Yes, I have achieved work / life balance.
travelover is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Fidelity Central Core Funds mathjak107 FIRE and Money 0 03-01-2008 04:21 AM
Keep 403(b) in American Funds, or move to Fidelity? lhamo FIRE and Money 5 02-17-2008 08:54 PM
Fidelity Freedom Funds Da Nag FIRE and Money 4 10-23-2006 02:21 PM
Fidelity Promark funds sooner FIRE and Money 11 09-18-2006 06:09 PM
Moving 401(k) Funds mickleover FIRE and Money 9 06-09-2005 11:02 AM

 

 
All times are GMT -6. The time now is 08:17 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.