Wellington (Fidelity/TR Price)

ferco

Recycles dryer sheets
Joined
Sep 14, 2004
Messages
330
Vanguard has the Wellington Fund. Does anyone know of a similar/equivalent fund with Fidelity and TR Price?
 
Vanguard [in addition to Wellington]:

VGSTX - Vanguard STAR

T Rowe Price:

TRPBX - T. Rowe Price PERSONAL STRATEGY BALANCED
RPBAX - T. Rowe Price BALANCED

Fidelity [in addition to Puritan]:

FGBLX - Fidelity Global Balanced
FBALX - Fidelity Balanced
 
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
 
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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