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 |