| Fidelity |
Fidelity 500 Index Fund (FXAIX) |
Stock |
0.015% |
None |
20.6% |
43.2% |
76.5% |
Tracks S&P 500, low cost, tax-efficient |
| Fidelity |
Fidelity Total Market Index Fund (FSKAX) |
Stock |
0.015% |
None |
18.9% |
39.7% |
72.3% |
Broad U.S. market exposure |
| Alger |
Alger American Asset Growth Fund |
Stock |
0.75% |
$1,000 |
20.6% |
79.5% |
97.2% |
High-growth U.S. equities, tech-heavy |
| TIAA |
TIAA-CREF Bond Index Advisor (TBIAX) |
Bond |
0.10% |
$2,500 |
6.3% |
11.2% |
17.8% |
Tracks Bloomberg U.S. Aggregate Bond Index |
| Vanguard |
Vanguard Total Bond Market Index Fund (VBTLX) |
Bond |
0.05% |
$3,000 |
5.9% |
10.7% |
16.3% |
Broad U.S. bond exposure, low cost |
| BlackRock |
iShares U.S. Aggregate Bond Fund |
Bond |
0.04% |
None |
6.1% |
11.0% |
17.1% |
Diversified fixed income, ETF-style liquidity |