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Those large differences in yearend distributions do look strange.
The VG TDF and VG Institutional TDF series are distinct (i.e., not classes of same portfolios), but they have similar glide-paths and portfolio managements except for different ERs,…
M* puts FLPSX "under review" due to this future change. https://www.morningstar.com/articles/1068330/longtime-manager-of-fidelity-low-priced-stock-to-retire
So it begins.
The Fido trio Joel Tillinghast/FLPSX, William Danoff/FCNTX, Steven Wymer/FDGRX is in the same age group (60s). I think that Tillinghast is the oldest in the trio. He took a sabbatical recently. A 2-yr notice is still long.
I have treated it as moderate-allocation, not conservative-allocation. I see that now M*, Fido, etc have also moved it from Allocation 30-50% (that was misclassification) to Allocation 50-70%.
@msf, thanks for added info. I agree that firms can and do make mistakes in not using the proper table, etc.
A common mistake people make with RMDs (when required) for Inherited IRAs is that they keep using the table every year. But for Inherited I…
It is Powell's to lose. Predictit has Powell at 67% (quite a drop), Brainard at 36%.
https://www.predictit.org/markets/detail/7398/Whom-will-the-Senate-next-confirm-as-Chair-of-the-Federal-Reserve
I am a lifetime member of AAII. Its annual membership is very low and comes with monthly AAII Journal and good online access. I track its weekly AAII Sentiment Survey in other venues. The AAII Journal is really a magazine for general public although…
RMDs for all T-IRAs can be combined and taken from ANY ONE T-IRA. Brokers'/funds' calculations are OPTIONAL services they offer - I subscribe to those to just double-check my own calculations. Some firms also have contractual signups for calculating…
Another change is coming in MSCI GICS and DJ/S&P industry classifications. This proposed new change will move several companies FROM IT/tech XLK TO financials (fintechs V, MA, PYPL) and industrials XLI (ADP, FIS). Note that several old IT/tech c…
BRUFX is a controversial fund. It has a very thin management bench, no 3rd party brokerage availability, transactions still via US Mail, and is under steady redemption. While popular at one time, search on BRUFX produces 0 results at several sites n…
When comparing performance, double-check the dates.
Charts may not have adjusted even if the dates may have scrolled. M* Performance tables have different dates for Day, Month, Quarter tabs.
M* Growth-of-10K uses a different methodology than that…
