The Model Portfolio
Implementing the #1 Armchair Investing Strategy
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The Dreyfus Corporation is one of the nation’s oldest and largest mutual fund companies.
Here are the funds you can choose in the Dreyfus family if
you’d like to implement the #1 Armchair Investing Strategy:
Market Fund
Underlying Index
Dreyfus S&P 500 Index Fund
Standard & Poor’s 500
Dreyfus Small Cap Stock Index Fund
Standard & Poor’s SmallCap 600
Dreyfus International Stock Index Fund
Morgan Stanley EAFE
Fidelity Investments is one of the nation’s largest mutual fund companies and a popular choice in many employer retirement plans.
Here are the funds you can choose in the Fidelity family if you’d like to implement the #1 Armchair Investing Strategy:
Market Fund
Underlying Index
Spartan Market Index
Standard & Poor’s 500
Spartan Extended Market Index
Wilshire 4500
Spartan International Index
Morgan Stanley EAFE
One of the largest discount brokers in the country is Charles Schwab. Their Mutual Funds Marketplace includes a large variety of no-load, no transaction fee mutual funds.
Here are the funds you can choose at Charles Schwab if you’d like to implement the #1
Armchair Investing Strategy:
Market Fund
Underlying Index
Schwab Standard & Poors 500 Fund
Standard & Poor’s 500
Schwab Small Cap Index Fund
Schwab Small Cap Index
Schwab International Index Fund
Schwab International Index
The king of no-load stock market funds is the Vanguard Group. Their S&P 500 market fund, the Index Trust 500, is the largest mutual fund in the country.
Here are the funds you can choose at the Vanguard Group if you’d like to implement the #1 Armchair Investing Strategy:
Market Fund
Underlying Index
Vanguard Index Trust 500
Standard & Poor’s 500
Vanguard Index Small Cap
Russell 2000
Vanguard Total International
Morgan Stanley EAFE and Select Emerging Markets (Free) Index
Another popular investment company is broker Charles Schwab. While Schwab offers an S&P 500 market fund in their no-load mutual funds marketplace, the majority of their market funds track proprietary Schwab market indexes. The Schwab International Index Fund and the Schwab Small Cap Index Fund come closest to tracking the EAFE and Russell 2000 indexes in the #1 Armchair Investing Strategy.
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