alewisdvm wrote:The extended market fund did sound interesting, but I don't think I really need even more small cap exposure.
Sound about right?
alewisdvm wrote:It was recently pointed out to me, that I happened to have small cap value as part of my asset allocation, and that I should consider converting it to the small cap index.
alewisdvm wrote:I would hold a total stock market index, but have large limitations with my 401K. Not good options with many having expense ratios over 1.1-1.4%
So, utilizing the dryden S&P500 within the 401k is primary since it has a expense ratio more like vanguard.
This site is awesome. Excellent advice from many of you.
It was recently pointed out to me, that I happened to have small cap value as part of my asset allocation, and that I should consider converting it to the small cap index.
But, I also keep reading a lot about many investors choosing a bit of a "value" tilt instead.
I'm just wondering how much of a difference does it really make. Not as much history to evaluate the small cap value. I do see it has a slight higher expense ratio, has a higher SEC yield, but can't really compare it for the long-term.
Assuming everything else in AA is comparable, any particular reason why a vanguard small cap "value" can't represent 10-15% of allocation versus the index?
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