Index 500 + ? = Total Stock Market

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Index 500 + ? = Total Stock Market

Postby cyclist » Mon Jul 01, 2013 11:51 pm

My retirement plan doesn't include a decent total stock market fund. The best it's got (among some truly horrible and expensive choices) is an Index 500 fund, albeit with higher fees than Vanguard's. (There are no decent bond or international funds at all, so we buy those through my wife's TIAA-CREF plan.)

I'd prefer to be buying a Total Stock Market index fund. I have room to rebalance in other retirement accounts. What Vanguard index fund do I buy to complement the Index 500 investment and approximate a Total Stock Market fund investment?

Thanks, folks!
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Re: Index 500 + ? = Total Stock Market

Postby Jim180 » Mon Jul 01, 2013 11:59 pm

The Extended Market Index. Have about 70-75% S&P and about 25-30% Extended Market and that will give you the Total Market.
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Re: Index 500 + ? = Total Stock Market

Postby Simplegift » Tue Jul 02, 2013 12:00 am

The Boglehead's Wiki has a nice article on this "completion" fund, found here.
Cordially, Todd
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Re: Index 500 + ? = Total Stock Market

Postby retiredjg » Tue Jul 02, 2013 12:01 am

Welcome to the forum!

The fund at Vanguard that completes the 500 index is called Extended Market Index. Use roughly 80% 500 index and 20% Extended Market to approximate total stock market.

Wiki article link: Approximating Total Stock Market
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Re: Index 500 + ? = Total Stock Market

Postby cyclist » Tue Jul 02, 2013 12:03 am

Perfect! Thanks.
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