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Investing - Theory, News & General • Happy Birthday, FZROX! (Has it Won the Total Market Fund Battle?)

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For us, FZROX won.

As of last weekend, it was 35.2% of our portfolio, all in tax advantaged accounts. But VTI is a runner up at 8.3%, all in our taxable account (for tax efficiency and portability).

But to be clear, I think anyone would be fine with any of the big name super low cost total market index mutual funds or ETFs. I was already at Fidelity, but would not have moved there just to get it.

Also, don't forget about the other three Zero funds. I use FZIPX where VB small cap would go if I were at Vanguard, for example.

Statistics: Posted by Boglenaut — Tue Aug 06, 2024 11:04 am — Replies 84 — Views 13909



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