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Wellington (Fidelity/TR Price)
Old 09-05-2006, 03:48 PM   #1
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Wellington (Fidelity/TR Price)

Vanguard has the Wellington Fund. Does anyone know of a similar/equivalent fund with Fidelity and TR Price?
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Re: Wellington (Fidelity/TR Price)
Old 09-05-2006, 04:14 PM   #2
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Re: Wellington (Fidelity/TR Price)

fidelity puritan FPURX
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Re: Wellington (Fidelity/TR Price)
Old 09-05-2006, 06:28 PM   #3
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Re: Wellington (Fidelity/TR Price)

Vanguard [in addition to Wellington]:

VGSTX - Vanguard STAR

T Rowe Price:


Fidelity [in addition to Puritan]:

FGBLX - Fidelity Global Balanced
FBALX - Fidelity Balanced
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Re: Wellington (Fidelity/TR Price)
Old 09-05-2006, 06:46 PM   #4
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Re: Wellington (Fidelity/TR Price)

Also look at prwcx - TrowePrice Cap Appreciation
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Re: Wellington (Fidelity/TR Price)
Old 09-05-2006, 08:58 PM   #5
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Re: Wellington (Fidelity/TR Price)

Glad you asked cause I was looking at my 401k which is managed by Fidelity and looking at an IRA which is in VG Windsor II and it seems Fidelity funds overall is not gettin done whearas VG has several strong funds....Windsor II is +9% YTD..........considering dumping Fidelity
...with no reasonable expectation for ER, I'm just here auditing the AP class.Retired 8/1/15.
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Re: Wellington (Fidelity/TR Price)
Old 09-06-2006, 12:33 PM   #6
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Re: Wellington (Fidelity/TR Price)

in your fidelity, you might want to consider their "four-in-one index" fund ... while not as balanced as the more usual balanced funds, i find it rather attractive.
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