Hey gang, my company is about to move all our 401Ks to Fidelity, yay! However, other than "go with index funds" I don't know how to determine what other funds available to me area good choice? What is considered a good expense ratio on a fund? Should I put my whole balance in one or two, or spread it out across a dozen or so? Is one of these funds comparable to Vanguard's VTSMX/VTSAX in terms of return, risk and expense ratio? Help!! (And sorry, I can't seem to paste things from the snipping tool into these posts, so all I could was copy and paste what I saw on the website of our choices) If anyone knows about any of the funds below, let me know--these are the "stock only" funds we're allowed.
Compare
Name
Asset
Class
Morningstar
Category
YTD #
(Daily)
1 Yr
3 Yr
5 Yr
10 Yr
Expense Ratio
Morningstar
Net†
Gross‡
Overall
Fidelity® Contrafund® - Class K (FCNKX)
Stock
Large Growth
18.35%
20.94%
11.63%
15.38%
8.77%
0.58%
0.58%
1,284 Rated
American Funds The Growth Fund of America® Class R-6 (RGAGX)
Stock
Large Growth
13.32%
21.03%
11.13%
16.70%
7.54%
0.33%
0.33%
1,284 Rated
Victory Sycamore Established Value Fund Class I (VEVIX)
Stock
Mid-Cap Value
4.54%
15.15%
10.98%
16.00%
9.13%
0.69%
0.69%
356 Rated
T. Rowe Price QM U.S. Small-Cap Growth Equity Fund I Class (TQAIX)
Stock
Small Growth
10.72%
19.54%
10.76%
16.13%
9.89%
0.66%
0.66%
603 Rated
Nuveen Small Cap Value Fund Class I (FSCCX)
Stock
Small Value
-3.37%
17.67%
10.18%
16.05%
7.43%
0.97%
1.07%
335 Rated
Fidelity® 500 Index Fund - Premium Class (FUSVX)
Stock
Large Blend
9.84%
17.43%
10.10%
15.37%
6.91%
0.045%
0.045%
1,222 Rated
Invesco Diversified Dividend Fund R5 Class (DDFIX)
Stock
Large Value
4.01%
11.53%
8.85%
14.63%
7.45%
0.52%
0.54%
1,082 Rated
Fidelity® Mid Cap Index Fund - Premium Class (FSCKX)
Stock
Mid-Cap Blend
7.68%
15.84%
8.47%
15.06%
--
0.07%
0.07%
369 Rated
Fidelity® Small Cap Index Fund - Premium Class (FSSVX)
Stock
Small Blend
3.81%
20.55%
8.23%
14.20%
--
0.07%
0.07%
645 Rated
Vanguard REIT Index Fund Admiral Shares (VGSLX)
Stock
Real Estate
3.26%
2.66%
7.72%
10.02%
4.94%
0.12%
0.12%
232 Rated
Fidelity® Mid-Cap Stock Fund - Class K (FKMCX)
Stock
Mid-Cap Growth
7.18%
15.42%
7.19%
14.27%
6.54%
0.61%
0.61%
581 Rated
Fidelity® Low-Priced Stock Fund - Class K (FLPKX)
Stock
Mid-Cap Value
7.08%
14.75%
6.96%
13.99%
7.25%
0.78%
0.78%
356 Rated
American Funds EuroPacific Growth Fund® Class R-6 (RERGX)
Stock
Foreign Large Growth
18.07%
18.59%
3.71%
10.47%
3.49%
0.5%
0.5%
323 Rated
American Funds New World Fund® Class R-6 (RNWGX)
Stock
Diversified Emerging Mkts
17.35%
20.08%
2.15%
7.63%
3.70%
0.65%
0.65%
634 Rated
Fidelity® International Index Fund - Premium Class (FSIVX)
Stock
Foreign Large Blend
14.43%
16.81%
1.57%
10.25%
1.17%
0.08%
0.08%