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Huaren
等级大校
威望16
贴子13024
魅力15251
注册时间2007-06-25

yyja

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401K

2212

12

2007-10-14 15:17:00

以下是引用sstsys在2007-10-14 11:56:00的发言:

here is my portfolio:

10% own company stock

30% large cap

30% international

30% global equity

What's the difference between global stock - value and global stock - growth? and large cap- value and large cap growth? thanks!!!

Huaren
等级大校
威望16
贴子13024
魅力15251
注册时间2007-06-25

yyja

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2007-10-14 15:38:00

以下是引用Emichan在2007-10-14 15:33:00的发言:

这些都是不同种类的mutual fund。

Global stock - 应该是主要投资美国境外的公司的股票。

Value fund - 主要投资于大型保值公司的股票,也许还有一些证券。

Growth fund - Value fund相反,投资于预期增长会超过平均股市增长率的公司的股票。

Large Cap - Large Market Capitalization 是指发行股票的总数量乘以每股的价钱超过$10billion的公司。

当然,每家投资公司对他们的Value fund, growth fund,等等的定义也不完全一样。要了解,一定要看看mutual fund的prospectus,不能光看名字的。

thanks a lot!!

I use prudential and have no idea which one to choose.  I used to just use their granteed income fund, and the return is so low... even less than some saving account interest.

Huaren
等级大校
威望16
贴子13024
魅力15251
注册时间2007-06-25

yyja

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2007-10-14 22:34:00

以下是引用sstsys在2007-10-14 22:32:00的发言:

Emichan MM答的对, 每个投资公司不同的, 我的公司用Fidelity, 你们用Prudential

en, they use prudential for a few years already.  I just found that my last quarter return was really low.  Maybe I didn't choose my allocation very well.

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