Hi!
An investor owns Fidelity Bond (FXNAX) because it was the choice in the employer plan and he owns FSKAX and FSPSX as well (total market and total international).
The investor also owns VTI and VXUS in a Roth Ira and wants to add bond exposure to those accounts. Should the investor add BND or FXNAX to the Roths? Keep it simple and buy the bond fund from Fidelity that matches the tax-deferred, or go with BND? Is there much of a difference at all really?
Thanks.
An investor owns Fidelity Bond (FXNAX) because it was the choice in the employer plan and he owns FSKAX and FSPSX as well (total market and total international).
The investor also owns VTI and VXUS in a Roth Ira and wants to add bond exposure to those accounts. Should the investor add BND or FXNAX to the Roths? Keep it simple and buy the bond fund from Fidelity that matches the tax-deferred, or go with BND? Is there much of a difference at all really?
Thanks.
Statistics: Posted by mikeyzito22 — Tue Oct 01, 2024 7:12 pm — Replies 11 — Views 369