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Alternative Funds

When determining which funds to use in each of our investment strategies, we look for two qualities

  • Low fees to reduce cost.
  • High daily volume to allow for easy entrance and exits from the fund.
We recognize that our preferred funds are not available across all brokerages.  Below is a list of our preferred funds along with alternatives.  These alternative funds are highly correlated with the preferred fund and offer similar performance.

S&P 500 Funds
SPY – SPDR S&P 500 ETF Trust
VOO – Vanguard S&P 500 ETF
IVV – iShares Core S&P 500 ETF
SWPPX – Schwab S&P 500 Index Fund
FUSEX – Fidelity Spartan 500 Index Investors Shares
VFINX – Vanguard 500 Index Fund Investors Shares

Emerging Markets Index Funds
EEM – iShares MSCI Emerging Markets
VWO – Vanguard FTSE Emerging Markets Index
FPEMX – Fidelity Emerging Markets Index Fund

Foreign Large Cap Equity Funds
EFA – iShares MSCI EAFE ETF
VEA – Vanguard FTSE Developed Markets ETF
FSIIX – Fidelity Spartan International Index Fund
SCHF – International Multi-Cap Core
VTMGX – Vanguard Developed Markets Index

NASDAQ 100 Index Funds
QQQ – Invesco NASDAQ 100 Index
FNCNX – Fidelity Nasdaq Composite Index Fund
USNQX – USAA Nasdaq 100 Index Fund

7-10 Year Treasury Bond Funds
IEF – iShares 7-10 Year Treasury Bond
FIBIX – Fidelity Spartan Intermediate Treasury Bond Index Fund – Investor Class
VGIT – Vanguard Intermediate-Term Government Bond
SCHR – Schwab General U.S. Treasury
TLH – iShares 10-20 Year Treasury Bond ETF
VFITX – Vanguard Mutual Funds Intermediate-Term Treasury

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