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Investing/Strategies / Retirement Investing
|Subject: Re: Fidelity ?||Date: 1/3/2005 9:13 AM|
|Author: 2old4bs||Number: 43838 of 82377|
In the days of Peter Lynch, Fidelity was as outstanding achiever. Now performance seems medicore.
My core holdings are index funds held in my 401K and taxable account at Vanguard. But I also have accounts at Fidelity and use these to supplement my core holdings with actively managed funds. I've been very happy with the 2004 performance of:
These percentages represent the increase in NAV only, dividends are not included, but would increase the percentages above.
I am also happy with the return in my Fidelity annuity account of 17.34%, mostly due to emerging market and REIT holdings.
I am less impressed with FAERX (12.48%), which I was stuck with to form my large-cap foreign core in my 401K. The 401K is today dropping FAERX and replacing it with an index fund that tracks the MSCI EAFE Index (18.42%)--me happy!
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