Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Spartan U.S. Equity Index Fund - Fidelity Advantage Class(FUSVX)
Old 03-29-2006, 07:47 AM   #1
Recycles dryer sheets
 
Join Date: Mar 2006
Posts: 126
Spartan U.S. Equity Index Fund - Fidelity Advantage Class(FUSVX)

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

__________________
xmanz3 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!

Re: Spartan U.S. Equity Index Fund - Fidelity Advantage Class(FUSVX)
Old 03-29-2006, 07:53 AM   #2
Recycles dryer sheets
 
Join Date: Mar 2006
Posts: 126
Re: Spartan U.S. Equity Index Fund - Fidelity Advantage Class(FUSVX)

Disregard

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

__________________
xmanz3 is offline   Reply With Quote
Re: Spartan U.S. Equity Index Fund - Fidelity Advantage Class(FUSVX)
Old 03-29-2006, 08:02 AM   #3
Thinks s/he gets paid by the post
Spanky's Avatar
 
Join Date: Dec 2004
Location: Minneapolis
Posts: 4,046
Re: Spartan U.S. Equity Index Fund - Fidelity Advantage Class(FUSVX)

No, 100K min is stiff. Their expense ratio of the regular one is also very low.
__________________
May we live in peace and harmony and be free from all human sufferings.
Spanky is offline   Reply With Quote
Re: Spartan U.S. Equity Index Fund - Fidelity Advantage Class(FUSVX)
Old 03-29-2006, 08:06 AM   #4
Recycles dryer sheets
 
Join Date: Mar 2006
Posts: 126
Re: Spartan U.S. Equity Index Fund - Fidelity Advantage Class(FUSVX)

What are the initials of the regular one?
__________________
xmanz3 is offline   Reply With Quote
Re: Spartan U.S. Equity Index Fund - Fidelity Advantage Class(FUSVX)
Old 03-29-2006, 08:12 AM   #5
Thinks s/he gets paid by the post
 
Join Date: Jun 2005
Posts: 4,005
Re: Spartan U.S. Equity Index Fund - Fidelity Advantage Class(FUSVX)

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.

__________________
justin is offline   Reply With Quote
Re: Spartan U.S. Equity Index Fund - Fidelity Advantage Class(FUSVX)
Old 03-29-2006, 08:14 AM   #6
Recycles dryer sheets
 
Join Date: Mar 2006
Posts: 126
Re: Spartan U.S. Equity Index Fund - Fidelity Advantage Class(FUSVX)

Thanks Justin! Could you share the type of investments that you are contributing to and for how long? What is your ER plan?
__________________
xmanz3 is offline   Reply With Quote
Re: Spartan U.S. Equity Index Fund - Fidelity Advantage Class(FUSVX)
Old 03-29-2006, 08:24 AM   #7
Thinks s/he gets paid by the post
 
Join Date: Jun 2005
Posts: 4,005
Re: Spartan U.S. Equity Index Fund - Fidelity Advantage Class(FUSVX)

Quote:
Originally Posted by xmanz3
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.



__________________
justin is offline   Reply With Quote
Re: Spartan U.S. Equity Index Fund - Fidelity Advantage Class(FUSVX)
Old 07-05-2006, 08:54 PM   #8
Recycles dryer sheets
 
Join Date: Jun 2006
Posts: 322
Re: Spartan U.S. Equity Index Fund - Fidelity Advantage Class(FUSVX)

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*
__________________
spideyrdpd is offline   Reply With Quote
Re: Spartan U.S. Equity Index Fund - Fidelity Advantage Class(FUSVX)
Old 07-05-2006, 09:19 PM   #9
Full time employment: Posting here.
 
Join Date: Jun 2006
Posts: 718
Re: Spartan U.S. Equity Index Fund - Fidelity Advantage Class(FUSVX)

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

__________________
Mwsinron is offline   Reply With Quote
Reply

Tags
fidelity


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
Equity Index Annuities at_last Other topics 3 12-16-2004 04:10 PM
Great DFA vs Vanguard Analysis in Index Investor ESRBob FIRE and Money 2 12-10-2004 08:03 PM
Recommendation on gold/metals index fund? soupcxan FIRE and Money 19 10-19-2004 05:37 PM
Fidelity index funds with exp ratio 0.1% or less amt FIRE and Money 15 10-15-2004 05:17 PM
Recommended Low Cost Index Fund Tommy_Dolitte FIRE and Money 27 10-04-2004 05:53 PM

 

 
All times are GMT -6. The time now is 01:32 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.