User:Nisiprius/4%-rule withdrawals from real mutual funds
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This is a member contribution representing Nisiprius' personal opinions.
Fund | Ticker | Failures | Calendar Years of Failures |
---|---|---|---|
Theoretical 60 S&P 500/40 IT govt bonds fund | N/A | 0 | N/A |
Fidelity Puritan Fund | FPURX | 0 | N/A |
George Putnam Balanced Fund Class Y | PGEYX | 1 | 1969 |
Dodge & Cox Balanced Fund | DODBX | 3 | 1966, 1968, and 1969 |
T.Rowe Price Balanced Fund | RPBAX | 3 | 1966, 1968, and 1969 |
MFS Massachusetts Trust (100% stocks) | MITTX | 7 | 1930, all years from 1965-1970, and 1973 |
Vanguard Wellington | VWELX | 8 | all years from 1962-1969 |
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