Personal Investments • Bond Choice

Roll the dice... I would only put stock market funds in a Roth.
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FXNAX Fidelity U.S. Bond Index Fund
Portfolio Diversification, AS OF 08/31/2024
U.S. Treasury 42.01%
U.S. Agency 0.67%
Other Government Related (U.S. & Non-U.S.) 2.97%
Corporate 26.41%
MBS Pass-Through 25.83%
ABS 0.36%
CMBS 1.64%

Credit Quality
U.S. Government 69.36%
AAA 2.78%
AA 4.59%
A 12.10%
BBB 11.06%
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BND Vanguard Total Bond Market ETF
Portfolio Diversification, as of 08/31/2024
Asset-Backed 0.60%
Commercial Mortgage-Backed 1.70%
Finance 8.60%
Foreign 3.50%
Government Mortgage-Backed 19.80%
Industrial 15.00%
Other 0.70%
Treasury/Agency 47.70%
Utilities 2.40%

Credit rating % of fund
U.S. Government 68.00%
AAA 3.50%
AA 3.00%
A 12.30%
BBB 13.20%
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Statistics: Posted by wwhan — Tue Oct 01, 2024 9:43 pm — Replies 13 — Views 516

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