Anyone out there? Like this fund? Keeper?
Thank you! I went to the fidelity website and used the compare tool. From what I can tell I do have a good mix. The retirement 2020 overlaps some but not to much.
I can direct you to the fidleity web site to compare funds. You don't have to be a account holder to access this.Go to www.fidelity.com, click on 'research', then 'mutual funds'. on the left, down the middle there is a box. You can enter fund symbols up to five, then click compare. You can get lots of info about the fund from this yahoo site.On the fund quote, click on profile - it will tell you about this fund.Click on 'holdings' - it will give you the 10 largest holdings -stocks or mutual funds. So you can see if they overlap.
So, you finally got a response.This is one of the funds I have held in a 401 (k) since the early 1990s.It is a great small cap growth fund. It is rated 4 stars.I contributed a total of 11,000 to it and then stopped in 1993, when I left the company. I have now retired and rolled over the fund to an IRA. It has grown to 77,000. I think that should be good - don't know how it compares with some of the other great funds.Small cap growth funds are not doing as well now. I might shift some money to other funds, but will hold the majority of the shares. Now let' hear from the others.
Let me correct what I said.My 11,000 in 1993 have grown to 76,000, but I moveed 5,000 to another fund last year. It woould have grown to 81,000 for certain.The New Horizons fund was in the decades before 2000, the best known small cap growth fund, considered a benchmark in that category. It is still rated 4 stars by Morningstar.Small cap funds seem to have lost some of their edge, however.
not sure about this fund. index out performs in the short run. run appears to have good divided pay out. this one i will definetly have to think about before buying in. i do like how i does have more growth aspect than the index though.