UnThreaded | Threaded | Whole Thread (12) | Ignore Thread Prev | Next
Author: pauleckler Big funky green star, 20000 posts Top Favorite Fools Old School Fool Answer Team Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 79107  
Subject: Re: Fidelity ? Date: 1/2/2005 3:59 PM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 1
The paper is the NJ (Newark) Star-Ledger. It is supposedly fully on line to subscribers, but most of it is on nj.com. Try here--


The listing is titled "How to Read our Year-End Mutuals". Its source is not indicated, although I presume most of their financial content comes from wire services. Star-Ledger is a Newhouse paper.

Of course, now we know the S&P return for the year is 9%--not bad compared to the 11% considered typical. But I know friends reporting 25% returns. So good managed funds did well, but index funds were average.

Both Vanguard and T Rowe Price did quite well. Most of theirs are ranked 1 or 2.

For index funds, there is little margin for error. So sure, low costs are essential to be a top rated fund. For managed funds, the potential range is much wider.

Fidelity's bond funds did OK, but most of the others were also rans.
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (12) | Ignore Thread Prev | Next


The Retire Early Home Page
Discussion on accelerating retirement day.
Foolanthropy 2015!
Fistula Foundation: A World of Good!
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.