Thread: indexing bonds
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indexing bonds
Old 11-30-2006, 06:31 AM   #1
Recycles dryer sheets
perinova's Avatar
 
Join Date: Apr 2006
Posts: 397
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
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