Spartan U.S. Equity Index Fund - Fidelity Advantage Class(FUSVX)

[xmanz3]

Is anyone investing on this fund?  I would appreciate any feedback.

 

[xmanz3]

Disregard

The minimum initial investment on this fund is: $ 100,000. At this time, I'm out of that league.

 

[Spanky]

No, 100K min is stiff. Their expense ratio of the regular one is also very low.

 

[xmanz3]

What are the initials of the regular one?

 

[justin]

FUSEX for the Investor class of this fund.

Fidelity says $100,000 minimum for the investor class, but all their other spartan funds investor class have $10,000 minimums I believe.

 

[xmanz3]

Thanks Justin! Could you share the type of investments that you are contributing to and for how long? What is your ER plan?

 

[justin]

Thanks Justin! Could you share the type of investments that you are contributing to and for how long? What is your ER plan?

Sure. Age 25. FIRE in 7-10 years. Been investing for a few years.

Investing in a globally diversified portfolio of mainly index funds (Vanguard and Fidelity).

12.5%, 12.5% - FSTMX, FSEMX - Fidelity total mkt index and fido extended mkt index - FSTMX, FSEMX (these are forced on me by my employer's 401k)

5% - VSCIX - VG Small Cap index

10% - VISVX - Vanguard Small cap value index

10% - VIVIX - VG Value index (these are institutional shares - find the retail shares)

20% - VGTSX - VG Total Intl index

7.5% - VPACX - VG Pacific index

10% - VEIEX - VG Emergind Mkts index

12.5% - VTRIX - VG Intl Value

Rebalance annually.

 

[spideyrdpd]

I have a fewe of the same funds in my 401k
 
TENET 401(K) 

 
   
ABF SM CAP VAL INST   
 
NAV $21.41   Change  -$0.25 
 
   
BARON GROWTH     
NAV $48.18   Change  -$0.63 
 
   
FID DIVERSIFIED INTL  $
 
NAV $34.99   Change  -$0.60 
 
   
FID GROWTH COMPANY   
NAV $63.57   Change  -$0.85 
 
   
FID MID CAP STOCK  $
 
NAV $28.24   Change  -$0.37 
 
   
FID REAL ESTATE INVS   
 
NAV $35.28   Change  -$0.06 
 
   
FIDELITY MAGELLAN   
 
NAV $87.27   Change  -$1.18 
 
   
JANUS MID CAP VALUE   
NAV $23.17   Change  -$0.18 
 
   
SPARTAN INTL INDEX   
NAV $38.79   Change  -$0.65 
 
   
VANG MIDCAP INDEX IS  $   
NAV $18.40   Change  -$0.21 
 
   
VANG REIT IDX INST  $
NAV $14.76   Change  $0.00 
 
   
VANG SM CAP IDX ADM   
NAV $30.31   Change  -$0.38 
 
   
VANG SM VAL IDX INST  $
 
NAV $15.70   Change  -$0.16 
 
   
VANGUARD INST INDEX  $
 
NAV $116.16   Change  -$0.84 


Not as much as I would like though 

 

[Mwsinron]

Im fairly certain if you are investing with Fidelity through a company plan they waive the minimum's.