he got healthcare done, bwahaha

The above report is from 2015. What happened to Median household income in the United States from 1990 to 2019? It went up very nicely from 2015 to 2019 under you know what president

If I were making such an investment today I would choose MSFBX.

Too rich for Mrs. Ruffles’s blood - suffered a 40% drawdown in 2008-09
Not according to Yahoo, MSFBX has been steady from the data I have seen.
https://finance.yahoo.com/quote/MSFBX/performance?p=MSFBX

MSFBX, how could I resist? :-)
Look instead at 2007-2008
Yahoo:
https://finance.yahoo.com/quote/MSFBX/history?period1=1197244800&period2=1227225600&interval=1d&filter=history&frequency=1d
M* chart

I'm more comfortable losing $1000 in a mutual that losing $500 in stocks. There is no logical explanation but that's how I'm wired and why I only trade stocks hours to days.

Is there a reason You need to move this fund to another? I show it has had a 35% return over the last year! I my opinion if it isn't broke don't fix it.

I decided to examine year-to-date returns of every component in the S&P Total Market Index (ITOT), including large caps, mid caps, small caps, and even smaller listed companies that do not qualify for the small-cap index.

Of the nearly 3,664 listed stocks with full year 2020 returns, the median return (e.g. the 1832nd ranked return) is -14.75%. There is a large gap between the median return for U.S. stocks in 2020, and the weighted average mean performance for large cap stocks that are up between 4-5% on the year.

@FD1000; I'm guessing you bought in around 3/25/20 ?
Derf

Nope, I sold over 90% at the end of 02/2020 and the rest days later.
Made several good trades with QQQ+PCI in 03/2020.
Start investing back in bond funds to over 99+% in 04/2020.
I had a huge % in GWMEX for several months. I owned IOFIX only in the last several weeks.
I wish I was brave enough to buy IOFIX on 3/25/2020. It made over 50% since then.

How do you square owning IOFIX with your later comment in this string to avoid risky funds?

PLBBX is a balanced fund with no transaction fee at Fidelity.

DG: One of our favorite sectors continues to be utilities. The equity market has yet to fully grasp just how attractive utilities are today relative to the past. The emergence of low-cost renewables is a game changer for the industry. This megatrend will likely continue for the next two decades to drive an elongated cycle for replacing coal, nuclear, and inefficient natural gas with wind, solar, and battery solutions that can drive mid- to high-single-digit rate base growth, mid-single-plus earnings per share growth with attractive dividends, only modest growth in customer bills, and a dramatic reduction in carbon emissions. Given this very attractive long-term outlook combined with this significant underperformance, we believe the long-term opportunity for utilities is compelling.
Utilities is the one sector in which higher taxes don’t negatively impact earnings, as taxes are a pass-through item from a regulatory standpoint. Utilities would also benefit from a likely extension, and potential expansion, of wind and solar tax credits for renewables.
Also discussed opportunities in fixed income.