What does the F fund track? (2024)

What does the F fund track?

The Federal Retirement Thrift Investment Board has chosen to invest the F Fund in an index fund that tracks the Bloomberg U.S. Aggregate Bond Index

Bloomberg U.S. Aggregate Bond Index
The Bloomberg US Aggregate Bond Index, or the Agg, is a broad base, market capitalization-weighted bond market index representing intermediate term investment grade bonds traded in the United States.
https://en.wikipedia.org › wiki › Bloomberg_US_Aggregate_...
, a broadly diversified index of the U.S. bond market. The U.S. Aggregate Index consists of high-quality fixed-income securities with maturities of more than one year.

What happens to F fund when interest rates rise?

Generally, if market interest rates rise, the value of your F Fund shares will fall, and vice versa. The effect of rising interest rates is offset, to some extent, by the interest payments that are periodically received from the bonds and credited to the shares' value.

What does the G fund track?

The G Fund rate is calculated by the U.S. Treasury as the weighted average yield of approximately 191 U.S. Treasury securities on the last day of the previous month. The yield of the security has a weight in the G Fund rate calculation based on the amount outstanding.

What fund does the S fund track?

The S Fund's investment objective is to match the performance of the Dow Jones U.S. Completion Total Stock Market Index, a broad market index made up of stocks of small-to-medium U.S. companies not included in the S&P 500 Index.

What does the C fund track?

The C Fund holds all the stocks included in the S&P 500 Index in virtually the same weights that they have in the index. The performance of the C Fund is evaluated on the basis of how closely its returns match those of the S&P 500 Index.

How is the F fund in TSP doing?

Basic Info. Thrift Savings Plan F Fund Monthly Returns is at -1.41%, compared to -0.19% last month and -2.58% last year.

What is the safest fund in TSP?

The G Fund is often considered the safest option among TSP funds. It invests in U.S. Treasury securities, providing a stable return with minimal risk.

Which is better the F fund or the G fund?

F Fund investors are rewarded with the opportunity to earn higher rates of return over the long term than they would from investments in short-term securities such as the G Fund.

Should I move my TSP to the G fund?

If you choose to invest in the G Fund, you are placing a higher priority on the stability and preservation of your money than on the opportunity to potentially achieve greater long-term growth in your account through investment in the other TSP funds.

What is the difference between the G fund and the F fund?

The F Fund (bonds) and the C, S, and I Funds (stocks) have higher potential returns than the G Fund (government securities). But stocks and bonds also carry the risk of investment losses that the G Fund does not have.

What is the return on the TSP F fund?

The fixed-income investment index F fund was the only fund in the negative for February with a -1.41% return. The F fund is negative year to date, still up 3.29% in the last 12 months.

Which Fidelity fund tracks the Dow Jones?

Fidelity® Total Market Index Fund is a diversified domestic all-cap equity strategy that seeks to closely track the aggregate returns and characteristics of the Dow Jones U.S. Total Stock Market IndexSM.

Which Fidelity fund tracks S&P 500?

The Fidelity 500 Index Fund tracks the S&P 500 index, one of the main benchmarks for U.S. stocks.

What does the TSP I fund track?

Summary: The TSP I Fund (International Stock Index Investment Fund) invests in stocks of 44 foreign countries. The TSP I Fund is an international stock index fund that tracks the investment performance of the Morgan Stanley Capital International ACWI IMI ex USA ex China ex Hong Kong Index.

What fund does the TSP C fund follow?

Summary: The TSP C Fund (Common Stock Index Investment Fund) is a U.S. large cap stock index fund that tracks the S&P 500 index. The TSP C Fund is a U.S. stock index fund invested in common stocks of the 500 companies in the Standard & Poor's 500 (S&P 500) Index.

Which TSP fund is the best?


This gives the G Fund the best overall risk/reward ratio of any Treasury investment, and it's only available to TSP investors. More specifically, the G Fund interest rate is based on the average of U.S Treasuries with a duration of 4 years or more, and the interest rate resets monthly.

What is in the F fund?

The F Fund invests in a bond index fund that tracks the Barclays Capital U.S. Aggregate Bond Index. This broad index includes U.S. Government, mortgage-backed, corporate, and foreign government (issued in the U.S.) sectors of the U.S. bond market.

What index does the TSP G fund track?

This is the only core fund that does not invest in an index. The G Fund invests in a special non-marketable treasury security issued specifically for the TSP by the U.S. government. This fund is the only one in the TSP that guarantees the return of the investor's principal.

How much should I have in my TSP at 40?

If you follow this formula, it should allow you to accumulate your full annual salary by age 30. Continuing at the same average savings rate should yield the following: Age 35—two times annual salary. Age 40—three times annual salary.

What does Dave Ramsey say about TSP funds?

Dave Ramsey's advice is to save 5% into the TSP to get the full match, then max out a Roth IRA, and then put more into the TSP if you are able to save more after that.

How much should I have in my TSP when I retire?

There is no such thing as too much money in the Thrift Savings Plan. If you want your TSP balance to be able to generate an inflation-indexed annual income of $10,000, most financial planners will suggest that you have a $250,000 balance at the time you retire.

Is TSP good or bad?

The TSP is not all bad in retirement. The TSP certainly does lack some flexibility in retirement but its greatest strength is SIMPLICITY. Fewer options often means fewer ways to make a mistake. You'll have to decide if you value simplicity or flexibility when choosing where to keep your retirement money.

What fund has the highest return?

Best-performing U.S. equity mutual funds
TickerName5-year return (%)
FGRTXFidelity Mega Cap Stock16.52%
STSEXBlackRock Exchange BlackRock16.27%
USBOXPear Tree Quality Ordinary16.13%
FGLGXFidelity Series Large Cap Stock16.08%
3 more rows
Mar 29, 2024

Who can buy F Series funds?

F, F5 & FT Series

These series are only offered to investors with a fee-based account with dealers who have entered into an agreement with us. Please note that this also applies to our FH Series (see the H & FH Series section below).

What are the top 5 fund families?

The top performers in Barron's fund families ranking—Putnam Investments in the top slot, followed by Fidelity Investments, PGIM Investments, Virtus Investment Partners, and Touchstone Investments—did just that for most of their investors.

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