Five years after retirement, my IRA is years of my maximum savings below the original amount, thanks to a Fidelity Investment "expert" IRA fund adviser and an estate attorney from Gardendale, Alabama. The only people who make money at Fidelity are the fund managers.
Anneof AL8:26AM February 10, 2012
You certainly cannot judge a fund manager's performance well enough if it is under ten years. Nevertheless, Doubleline a fairly new fund, has a manager and crew with an impressive record at another fund, and should be taken seriously.
Ed Caseof NY8:08AM December 20, 2011
Very good article.
Vanguard Dividen Growth(VDIGX) and GLRBX are terrific funds for any age group including retirees.
Jayof VA12:26PM December 03, 2011
Good article, How about Fidelity LowPrice stock fund?
Bob Hof MA11:55AM December 01, 2011
Good listing you missed one Vanguard GNMA.Thanks
Ray Watsonof PA12:47PM November 22, 2011
The Vanguard Wellesley Income Fund is an awesome fund and especially for people nearing retirement.
A fund that deserves considerartion for being on your list of "50" is the Vanguard Inflation Protected Securities Fund.
It has a great track record for the past eleven years and sooner than later inflation will be here again.
Gary V.Stevensof ME10:07AM November 16, 2011
Very informative, but the 1-year return, in the tumult of the present world financial environment, might be insightful as well. This has been a year of enormous ups and downs, and how these funds have insulated themselves, or not, would also be instructive.
Mack Zimetof FL2:28PM November 15, 2011
Shameless pandering to the idiots who are still chasing high returns in actively managed mutual funds.
Troyof FL1:22AM November 14, 2011
A lot of these funds have expense ratios well over 1%. Funds like that are expensive to keep in your portfolio. They eat up to returns. An expensive fund like that has to have superlative returns to compensate for high expense ratios. There are no guarantees, I will stay with Vanguard, thank you very much.
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Zach D of FL 8:41PM March 05, 2012
Anne of AL 8:26AM February 10, 2012
Ed Case of NY 8:08AM December 20, 2011
Jay of VA 12:26PM December 03, 2011
Bob H of MA 11:55AM December 01, 2011
Ray Watson of PA 12:47PM November 22, 2011
Gary V.Stevens of ME 10:07AM November 16, 2011
Mack Zimet of FL 2:28PM November 15, 2011
Troy of FL 1:22AM November 14, 2011
Marie of VA 10:39PM November 12, 2011