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Re: Minimum to Index - 22%??? SageNolos  06-20-2008, 5:51 PM | Post #2530747
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Puddleglum, most people on these boards believe its either all or none when it comes to indexing, which is just silly, IMO.  Especially, if you've also read the books, like I have, and are academically inclined - you will know better (and perform better, like I have!).  I own both.

The evidence is just over whelming, indexing makes sense... in particular for large caps (the mkt is just too efficient).  Whereas, managed funds may have a slight advantage for small caps (esp. micro/value), and for international, despite the higher cost. 

So: look for (the lowest cost) large cap index funds! Vanguard has a ton, but Fidelity has some good ones too, like these:

VFINX the S&P 500... the granddaddy of indexing, all Large Cap.
FSMKX Fido's S&P 500 fund.
VTSMX Vanguard's Total Stock Mkt fund, Wilshire 5000...~70% large caps
FFNOX 4 in 1 fund, avoids small bal fees, ~55% large;15% ea in bonds, int'l, & small
VQNPX Vanguard's "quant" fund, that mimics the S&P with slight variance, & avoids some of Vanguard's restrictions and fees on index funds.  Many other possibilities, including ETFs, like SPY, VTI.

(PS, beware of Tayliar "lies" elsewhere.)

Fido's Index funds under Fidelity Mutual Funds>Browse Fidelity Funds>Stock Index funds.

Topics Fidelity Mutual indexing small caps target Wilshire 5000 View Complete Thread
 
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