perinova
Full time employment: Posting here.
- Joined
- Apr 18, 2006
- Messages
- 531
Like most on this board I am a believer or indexing stocks. Does indexing bonds really makes sense too, or does relying on bond rating and maturity sufficient?
I am in FBIDX in Fidelity for the fixed income portion of a tax deferred account. Is there any reason for me to stay in this rather than switching to FTBFX?
Seems to have a higher turn over ratio and expenses but results seem better over time so...?
2 Funds Comparison
FBIDX FTBFX
Non-Load Adj. Returns
YTD 3.81 4.34
1 Yr 5.20 5.81
3 Yr 3.96 4.55
Expenses
Expense Ratio 0.32 0.45
Turnover Rate % 42 99
Transaction Fee No No
Volatility Measures
Beta 0.99 0.93
R2 0.99 0.97
Standard Deviation 3.16 3.03
I am in FBIDX in Fidelity for the fixed income portion of a tax deferred account. Is there any reason for me to stay in this rather than switching to FTBFX?
Seems to have a higher turn over ratio and expenses but results seem better over time so...?
2 Funds Comparison
FBIDX FTBFX
Non-Load Adj. Returns
YTD 3.81 4.34
1 Yr 5.20 5.81
3 Yr 3.96 4.55
Expenses
Expense Ratio 0.32 0.45
Turnover Rate % 42 99
Transaction Fee No No
Volatility Measures
Beta 0.99 0.93
R2 0.99 0.97
Standard Deviation 3.16 3.03