Author Topic: 401K Options - Fidelity  (Read 1035 times)

TheCastle

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401K Options - Fidelity
« on: April 27, 2017, 10:37:14 AM »
Please let me know what options in my 401K are best.  Currently I have 95% FUSVX and 5% LBNYX.  Sorry about the messy table.  Thanks!

Name/Inception Date                                           Category            1 yr       3 yr      5 yr   10 yr/ LOF    NAV     Expense Ratio (Gross)
COL SEL LGCAP VAL R5 (SLVIX) 04/25/1997 Large Cap            25.18%   8.50%   13.17%   8.25%   $24.90    0.84%
FID 500 INDEX PR (FUSVX) 02/17/1988       Large Cap            17.12%   10.33%   13.26%   7.48%   $83.55    0.05%
HTFD CORE EQUITY Y (HGIYX) 04/30/1998   Large Cap            12.51%   10.88%   14.20%   8.01%   $26.76    0.48%
JPM GRTH ADV I (JGASX) 10/29/1999          Large Cap            16.94%   10.08%   13.40%   10.09%   $17.55    1.09%
PUTNAM CAP SPECTRM Y (PVSYX) 05/18/2009  Large Cap            20.60%   3.93%   11.40%   16.44%   $37.21    1.12%
DREY/BC S/MD CP GR I (SDSCX) 08/31/1990  Mid-Cap            19.70%   6.50%   11.19%   8.92%   $18.75    0.79%
FA LEV CO STOCK I (FLVIX) 12/27/2000          Mid-Cap            18.77%   4.54%   11.82%   6.68%   $53.40    0.81%
FA MID CAP VALUE I (FMPOX) 11/15/2001       Mid-Cap            16.13%   8.01%   13.81%   7.18%   $25.94    0.73%
FED MDT SMCP CORE IS (QISCX) 09/15/2005  Small Cap            31.88%   11.51%   16.49%   6.15%   $18.97    1.87%
TRP NEW HORIZONS (PRNHX) 06/03/1960    Small Cap            23.76%   8.97%   14.47%   11.44%   $49.12    0.79%
UM BEHAVIORAL VAL L (UBVLX) 12/28/1998  Small Cap            18.24%   9.67%   14.32%   8.82%   $67.13    1.46%
MSIF GLBL OPP PTF I (MGGIX) 05/30/2008       International    21.57%   14.39%   15.19%   11.32%   $18.55    1.20%
OPP INTL SM MID CO Y (OSMYX) 11/17/1997    International    11.76%   6.88%   14.72%   7.95%   $42.05    1.18%
3RD AV RE VALUE IS (TAREX) 09/17/1998     Specialty            14.94%   5.68%   10.87%   3.33%   $33.20    1.13%
AM CENT UTIL INV (BULIX) 03/01/1993         Specialty            7.26%   9.45%   11.72%   6.25%   $18.61    0.68%
FA ENERGY I (FANIX) 12/29/1987                  Specialty            21.01%   -5.39%   1.14%   1.73%   $34.32    0.85%
HTFD HEALTHCARE Y (HGHYX) 05/01/2000            Specialty    18.16%   11.46%   18.55%   11.48%   $37.33    0.96%
TRP GLOBAL TECH (PRGTX) 09/29/2000                 Specialty    30.94%   20.97%   20.25%   15.68%   $16.09    0.91%
HARTFORD BALANCED Y (IHAYX) 07/22/1996        N/A            9.61%    6.24%   8.60%   5.85%   $22.63    0.79%
FA STRAT DIV INC I (FSIDX) 12/23/2003              Large Cap        13.08%   8.09%   10.32%   5.72%   $15.15    0.79%
JPM LTD DUR BOND I (HLGFX) 02/02/1993               Income    1.40%   1.17%   2.15%   2.53%   $9.99    0.65%
LD ABBETT BD DBNTR I (LBNYX) 04/01/1971     Income           13.76%   5.03%   6.72%   6.83%   $8.06    0.61%
PIONEER HIGH YIELD Y (TYHYX) 02/12/1998    Income           15.91%   3.16%   6.24%   6.12%   $9.75    0.87%
TMPL GLB TOT RTN ADV (TTRZX) 09/30/2008   Income           13.44%   2.79%   4.61%   8.66%   $12.40    0.83%
WA MBS I (SGSYX) 11/06/1992                       Income           2.07%   3.35%   3.90%   5.15%   $10.64    0.65%
BLKRK 20/80 TA INST (BICPX) 12/21/2006            N/A           4.45%   3.91%   6.13%   5.45%   $11.31    0.75%
FMMT RETIRE GOV II (FRTXX) 12/02/1988             N/A           0.10%   0.04%   0.03%   0.75%   $1.00    0.42%
« Last Edit: April 27, 2017, 10:39:21 AM by TheCastle »

Gumption

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Re: 401K Options
« Reply #1 on: April 27, 2017, 10:39:51 AM »
stick with what you have. turn off computer. go on a hike and come back in 10 years to check.

TheCastle

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Re: 401K Options
« Reply #2 on: April 28, 2017, 09:42:55 AM »
stick with what you have. turn off computer. go on a hike and come back in 10 years to check.

Thanks for the confirmation!