c*****x
发帖数: 429 | 1 http://www.nytimes.com/2013/02/05/business/fidelity-target-date
"The performance was particularly bad during the last three months of 2012,
when 13 out of Fidelity’s 14 target date fund groups performed worse than
at least 75 percent of their competitors, according to quarterly data that
will be released Tuesday by Morningstar. "
"At T. Rowe Price and Vanguard, the other leading companies in this field,
larger bets on stocks have helped target date funds outperform a majority of
comparable funds over the last one, three and five years, according to a
recent analysis done by the Center for Due Diligence. At Fidelity, the
majority of target date funds have done worse over those periods. The three
companies together control 76 percent of the $485 billion in target date
funds. "
"For Fidelity, the underperformance is not only because of its risk profile.
Morningstar analysts said that the Fidelity target date funds had suffered
because they put much of their money into actively managed Fidelity mutual
funds that did worse than their competitors. This not only decreased the
returns offered by Fidelity’s target date funds, it added more fees to the
mix. " | S**C
发帖数: 2964 | 2 We all knew that Fido is a great great brokerage, has very good bond funds (
surprise, surprise), but mediocre equity funds at best except a few good
ones.
【在 c*****x 的大作中提到】
: http://www.nytimes.com/2013/02/05/business/fidelity-target-date
: "The performance was particularly bad during the last three months of 2012,
: when 13 out of Fidelity’s 14 target date fund groups performed worse than
: at least 75 percent of their competitors, according to quarterly data that
: will be released Tuesday by Morningstar. "
: "At T. Rowe Price and Vanguard, the other leading companies in this field,
: larger bets on stocks have helped target date funds outperform a majority of
: comparable funds over the last one, three and five years, according to a
: recent analysis done by the Center for Due Diligence. At Fidelity, the
: majority of target date funds have done worse over those periods. The three
| n****u
发帖数: 229 | 3 they do have spartan index which er is close to vanguard.
(
【在 S**C 的大作中提到】
: We all knew that Fido is a great great brokerage, has very good bond funds (
: surprise, surprise), but mediocre equity funds at best except a few good
: ones.
|
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