Fidelity retirement active management?
11-05-2018, 05:58 PM
#1
Gets Weekends Off
Thread Starter
Joined APC: May 2012
Posts: 770
Fidelity retirement active management?
I've got the Netbenefits account and I also use Fidelity for my other retirement accounts.
Right now, I manage the accounts myself.
There's a team at Fidelity that would actively management the retirement accounts for somewhere around 3/4 of a percent.
Anybody use them with insight on their performance?
(If you use a manager other than Fidelity, I would also be interested in your experience).
Thanks in advance.
Right now, I manage the accounts myself.
There's a team at Fidelity that would actively management the retirement accounts for somewhere around 3/4 of a percent.
Anybody use them with insight on their performance?
(If you use a manager other than Fidelity, I would also be interested in your experience).
Thanks in advance.
11-05-2018, 06:23 PM
#2
Gets Weekends Off
Joined APC: Nov 2013
Position: Fastest Hunk of Junk in the Galaxy
Posts: 1,657
I've got the Netbenefits account and I also use Fidelity for my other retirement accounts.
Right now, I manage the accounts myself.
There's a team at Fidelity that would actively management the retirement accounts for somewhere around 3/4 of a percent.
Anybody use them with insight on their performance?
(If you use a manager other than Fidelity, I would also be interested in your experience).
Thanks in advance.
Right now, I manage the accounts myself.
There's a team at Fidelity that would actively management the retirement accounts for somewhere around 3/4 of a percent.
Anybody use them with insight on their performance?
(If you use a manager other than Fidelity, I would also be interested in your experience).
Thanks in advance.
11-05-2018, 07:31 PM
#3
Gets Weekends Off
Joined APC: Jun 2015
Posts: 1,747
His low-cost index fund selection beat the actively managed fund... but the fidelity active management picks funds and allocates your assets based on your age and risk capacity/tolerance. This is different than the 1v1 contest.
The low cost target-date retirement funds more mimic what the fidelity actively managed service does.
11-06-2018, 01:42 AM
#6
Line Holder
Joined APC: Jan 2008
Position: DAL DTW717A
Posts: 93
11-06-2018, 03:27 AM
#7
Cloudbase
Joined APC: Nov 2005
Position: 717A
Posts: 535
Early this year I compared my 2050 fund with lage cap, mid cap, and market index funds...and the 2050 performance was embarrassing. So I pulled about 60% of it out and reallocated to the top performing index funds and did a lot better.
11-06-2018, 06:31 AM
#9
Gets Weekends Off
Joined APC: Dec 2007
Posts: 5,571
I put 0% in Lifecycle. Never liked those target date plans. I do put 5% in the Contrafund which is widely known as the best mutual fund in the world, largely due to Will Danoff being an investment stud.
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