Home


Taxable Money Market Funds

What is a Taxable Money Market Fund? Answers in the video above.

Below is a breakdown of Taxable Money Market Fund offerings from Fidelity and Vanguard with a minimum initial investment between $2500 and $3000.

Click on the name of the index fund to be directed to the brokers website in order to learn more about the particular fund.

Ethan Bloch's favorite funds are highlighted in Yellow.

Performance calculations are as of 11/30/2008

Definitions of the tables headings are at the bottom of the page

 

Fidelity Taxable Money Market Funds
Fund Symbol Minimum Expense Ratio 10 Year Return Lifetime Return Fund Inception
Fidelity Cash Reserves FDRXX $2500 0.43% 3.46% 6.26% 5/10/1979
Select Money Market Portfolio FSLXX $2500 0.36% 3.46% 4.72% 08/30/1985
Fidelity U.S. Government Reserves FGRXX $2500 0.37% 3.40% 5.35% 11/03/1981


Vanguard Taxable Money Market Funds
Fund Symbol Minimum Expense Ratio 10 Year Return Lifetime Return Fund Inception
Vanguard Prime Money Market Fund VMMXX $3000 0.24% 3.50% 6.36% 06/04/1975
Vanguard Federal Money Market Fund VMFXX $3000 0.24% 3.44% 5.64% 07/13/1981
Vanguard Treasury Money Market Fund VMPXX $3000 0.24% 3.18% 4.96% 03/09/1983


Minimum Minimum initial investment required to invest in fund
Expense ratio Fee's associated with the fund
10 Year Return Return over past 10 years recorded as of 11/30/2008
Lifetime Return Return since the funds creation as of 11/30/2008
Fund Inception Date of funds creation


Copyright © 2008 EMB Networks LLC