Fidelity Investments offers a self-employed 401(k) that is available
to sole proprietors. Through its FundsNetwork®, you can invest in
four of the six ticker symbols in which you indicated interest (RYURX
USPIX GRZZX BEARX).
I hope this meets your needs. Fidelity will work with you to transfer
assets from your other plan to make it as easy as possible for you.
Sincerely,
Wonko
Sources:
"Fidelity Self-Employed 401(k) is available to self-employed
individuals or business owners with no employees other than a spouse,
including sole proprietors, partnerships, corporations, and "S"
corporations."
"No Fee* and A Wide Range of Investment Choices
Fidelity-managed mutual funds and 4,500 mutual funds from other
well-known fund companies through Fidelity FundsNetwork®, in addition
to individual securities, including stocks and bonds, CDs, and U.S.
Treasury bills."
"About Self-Employed 401(k)s" Fidelity Investments (2006)
http://personal.fidelity.com/products/funds/content/fn_overview.shtml.cvsr?refpr=ipmf3
4 Funds Comparison
RYURX USPIX GRZZX BEARX
Fund Name Rydex Inverse S&P 500 Inv CL UltraShort OTC ProFund Investor
CL Leuthold Grizzly Short Prudent Bear
General Information Trade Trade Trade Trade
Investment Objective Growth Growth Asset Allocation Growth
Morningstar Category Bear Market Bear Market Bear Market Bear Market
Assets ($M) 398.50 167.00 110.30 540.40
Morningstar Overall Rating -- -- -- --
Overall # In Category -- -- -- --
Performance
Non-Load Adj. Returns
YTD 0.24 10.65 -1.88 10.93
1 Yr -2.48 -0.12 -10.19 15.99
3 Yr -8.40 -20.26 -13.45 0.11
http://content.members.fidelity.com/mfl/compare_frame/1,,RYURX+USPIX+GRZZX+BEARX,00.html
5 Yr -1.83 -14.87 -5.76 9.49
10 Year/Life? -5.06 -36.02? -0.21? -0.70
Load Adj. Returns
YTD -- -- -- --
1 Yr -- -- -- --
3 Yr -- -- -- --
5 Yr -- -- -- --
10 Year/Life? -- -- -- --
Expenses
Expense Ratio 1.38 1.41 1.77 1.85
Turnover Rate % -- 1257 0.0 129
Transaction Fee No No No No
Volatility Measures
Beta -0.98 -3.28 -1.29 -0.58
R2 1.00 0.76 0.80 0.29
Standard Deviation 7.76 29.39 11.27 8.51
* Closed to new investors.
** Closed to all investors.
Need Help Selecting a Fund? Call 800-FIDELITY.
"Compare Funds" Fidelity Investments (May 31, 2006)
http://content.members.fidelity.com/mfl/compare_frame/1,,RYURX+USPIX+GRZZX+BEARX,00.html |