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Interesting. That flies in the face of everything I have read.
because they look at every fund in the universe ...morningstar found if you merely picked the 20% largest funds , the mega funds as they are called and left the smaller funds out of the equation and follow the money your odds of beating indexing jumps to 80% ...
i have 3 mega funds for decades , fidelity contra , fidelity growth company and fidelity blue chip growth and all 3 have better long term records than a total market fund.
it is no different then if i go to every neighborhood here in nyc my odds of getting mugged are a lot higher then if i stick to only the top areas .
FSKAX and FSSNX are in my taxable brokerage account. I recently started putting money into FZROX and so far so good. I had some extra money that I wanted to to "separate" from FSKAX and thought it would be interesting to see how their new zero ER fund would do, so I tried it in FZROX. It doesn't have much history yet, so we'll see how it does over time. I understand there is overlap with FSKAX.
I also have money FXAIX, , FTIHX and FXAIX within my ROTH . As you can see I like to Index...
In my TSP, the options also follow "index type funds" and they've done pretty well for me.
I currently do not have any individual stocks in any of my portfolios.
Any total market index fund by Vanguard, Fidelity, Schwab, etc. would be fine. They all have low expense ratio and outperform the overwhelming majority of actively managed funds.
Can anyone recommend the passively managed low cost index funds they choose to invest in ?
Thanks
I recently looked into FZROX because it was zero cost and "low cost" to by ( around 9 $ when I got it).
Also look at direct stocks now because the market is so volatile and if you hit the right surf you can ride it and get some quick cash instead of waiting on popular ones like FZROX or FXAIX. ( I happened to listen to Robert Kiyosaki by chance )
Can anyone recommend the passively managed low cost index funds they choose to invest in ?
Thanks
I don't use this particular fund, but I like it a lot: Vanguard Dividend Appreciation Index (VDAIX/VDADX/VIG).
Pick the mutual fund or etf format. Doesn't make a big difference either way. Less volatile than an S&P 500 Index fund or total market index fund with similar returns. It will usually lag in good markets but hold up better in bad markets. This year, it's actually beating the S&P 500, despite very strong market returns.
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