| T.R | Title | User | Personal
Name | Date | Lines |
|---|
| 965.1 | Can't lose | WMODEV::GERARDI_B | America's PSG | Fri Jan 12 1996 10:36 | 17 |
| So,
At best, you have an 100% match, at worst you have 16.666% match.
I don't think you can lose here. Personally, I would stay with
the more aggressive funds, due to the fact that you have the
cushion of the company's input. As to looking for funds that
are tracked in the paper, if that's important, go for it. One
of the most important factors in investing is the sleep factor.
If you want to know how you are doing at any moment, of which I
am one, then stick with the funds that are reported.
good luck,
Bart
|
| 965.2 | try Morningstar reports | TLE::RICE | | Fri Jan 12 1996 11:37 | 21 |
| If you can find a copy of Morningstar Mutual Fund report,
you can accomplish a quick review of these funds in short
order. Check Morningstar's ratings, and the 3/5 yr yields.
The report is one condensed page on each fund, so a quick
review can be done quickly.
I think you're in MK. If so, Amherst library has the MS reports.
Probably many other local libraries carry it.
I think at least some of the Putnum funds have good track records,
although I don't know about these two. I've never followed the Fidelity
Advisor group, or State St.
After checking the MS report for the funds, you may have eliminated
one or more. Then with the remaining you can distribute the
contributions over a few different fund types. Over time, as
you read more about the specific funds, you can always make
adjustments. Picking the perfect fund isn't as important as
getting the savings started.
-Chip
|
| 965.3 | | KAHALA::CODY | | Fri Jan 12 1996 11:39 | 4 |
| If you have an AOL account you can get the Mornignstar ratings from
there.
Pj
|
| 965.4 | | SOLVIT::CHEN | | Fri Jan 12 1996 12:59 | 5 |
| I am not familiar with all these funds. But, some of them are certainly
loaded funds. Did the companies waive the loads for her company? This
may be another factor for you to consider.
Mike
|
| 965.5 | | PADC::KOLLING | Karen | Fri Jan 12 1996 14:02 | 3 |
| Aren't they required to give you prospectuses for these
funds?
|
| 965.6 | | PADC::KOLLING | Karen | Fri Jan 12 1996 14:47 | 3 |
| http://www.ai.mit.edu/stocks/mf.html has graphs for the last four
funds (for the George Putnam fund look under Putnam).
|
| 965.7 | More info | MNATUR::LISTON | | Fri Jan 12 1996 15:40 | 11 |
|
RE: .4 (fund loads)
Yes, the loads have been waived
RE: .5 (prospectus)
They provided here with prospectus for the Putnum and Fidelity funds,
but nothing for the State Street funds. I asked where the State Street
info was and my wife indicated that they were not given any.
|