Index 500 + ? = Total Stock Market

Have a question about your personal investments? No matter how simple or complex, you can ask it here.
Post Reply
Topic Author
cyclist
Posts: 322
Joined: Fri Jun 21, 2013 9:04 am

Index 500 + ? = Total Stock Market

Post by cyclist »

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!
Jim180
Posts: 479
Joined: Wed Jun 26, 2013 9:47 pm

Re: Index 500 + ? = Total Stock Market

Post by Jim180 »

The Extended Market Index. Have about 70-75% S&P and about 25-30% Extended Market and that will give you the Total Market.
User avatar
SimpleGift
Posts: 4477
Joined: Tue Feb 08, 2011 2:45 pm

Re: Index 500 + ? = Total Stock Market

Post by SimpleGift »

The Boglehead's Wiki has a nice article on this "completion" fund, found here.
User avatar
retiredjg
Posts: 54082
Joined: Thu Jan 10, 2008 11:56 am

Re: Index 500 + ? = Total Stock Market

Post by retiredjg »

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
Topic Author
cyclist
Posts: 322
Joined: Fri Jun 21, 2013 9:04 am

Re: Index 500 + ? = Total Stock Market

Post by cyclist »

Perfect! Thanks.
Post Reply