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As I've said here before, not a fan of index funds. If you do your homework, you can find actively managed funds that beat the indexes. This is especially true for small cap, international, and bond funds. However, I do like Vanguard's dividend index funds.
Wellington and Wellesley are managed funds, not index funds.
Wellington and Wellesley are managed funds, not index funds.
I'm aware of that, but I prefer to build my own balanced portfolio, using Morningstar. I can tilt the portfolio toward value, small and mid cap value, and emerging markets value, throw in some emerging market bond funds along with multi-sector bond funds. For those who don't enjoy doing the research, the two Vanguard funds are good alternatives.
Wellington and Wellesley are managed funds, not index funds.
These are the funds I'm interested in. My former employer pension needs to be rolled over and I could get one of these funds admiral shares, which has a really low expense ratio.
These are the funds I'm interested in. My former employer pension needs to be rolled over and I could get one of these funds admiral shares, which has a really low expense ratio.
These are the funds I'm interested in. My former employer pension needs to be rolled over and I could get one of these funds admiral shares, which has a really low expense ratio.
Seriously, I recommend both. Higher allocation to Wellington, though. I have admiral shares, and the expense ratio is fantastically low for being a managed fund. Wellington has been around since the 1920s so it has a long history, nice consistency to returns, and a great "sleep well at night" factor. You can't go wrong with those.
I'm just not that into Fidelity. I'd go with either Vanguard Wellington or Vanguard Wellesley Income (if you're more conservative). Vanguard Global Wellington and Vanguard Global Wellesley are also contenders if you want more international exposure (although they are probably going to be riskier).
Right now I am liking the Global Wellesley better than Global Wellington when compared to the traditional versions. Still early in the ball game but it seems the greater percentage of int's bonds may be what is helping Global Wellesley
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