Mar 29, 2006 #1 X xmanz3 Recycles dryer sheets Joined Mar 28, 2006 Messages 146 Is anyone investing on this fund? I would appreciate any feedback.
Mar 29, 2006 #2 OP OP X xmanz3 Recycles dryer sheets Joined Mar 28, 2006 Messages 146 Disregard The minimum initial investment on this fund is: $ 100,000. At this time, I'm out of that league.
Disregard The minimum initial investment on this fund is: $ 100,000. At this time, I'm out of that league.
Mar 29, 2006 #3 Spanky Thinks s/he gets paid by the post Joined Dec 19, 2004 Messages 4,455 Location Minneapolis No, 100K min is stiff. Their expense ratio of the regular one is also very low.
Mar 29, 2006 #4 OP OP X xmanz3 Recycles dryer sheets Joined Mar 28, 2006 Messages 146 What are the initials of the regular one?
Mar 29, 2006 #5 J justin Thinks s/he gets paid by the post Joined Jun 10, 2005 Messages 4,005 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.
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.
Mar 29, 2006 #6 OP OP X xmanz3 Recycles dryer sheets Joined Mar 28, 2006 Messages 146 Thanks Justin! Could you share the type of investments that you are contributing to and for how long? What is your ER plan?
Thanks Justin! Could you share the type of investments that you are contributing to and for how long? What is your ER plan?
Mar 29, 2006 #7 J justin Thinks s/he gets paid by the post Joined Jun 10, 2005 Messages 4,005 xmanz3 said: Thanks Justin! Could you share the type of investments that you are contributing to and for how long? What is your ER plan? Click to expand... 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.
xmanz3 said: Thanks Justin! Could you share the type of investments that you are contributing to and for how long? What is your ER plan? Click to expand... 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.
Jul 5, 2006 #8 S spideyrdpd Recycles dryer sheets Joined Jun 12, 2006 Messages 322 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
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
Jul 5, 2006 #9 M Mwsinron Full time employment: Posting here. Joined Jun 2, 2006 Messages 718 Im fairly certain if you are investing with Fidelity through a company plan they waive the minimum's.
Im fairly certain if you are investing with Fidelity through a company plan they waive the minimum's.