Which one of these do you guys think I should pick up?
FID CONTRAFUND K
Inception Date 05/17/1967 15.14 14.05 4.96 10.52 12.24 01/31/2013
TRP EQUITY INCOME
Inception Date 10/31/1985 18.33 13.26 3.49 8.10 10.87 01/31/2013
TRP INST LGCAP GRTH
Inception Date 10/31/2001 15.21 14.41 7.05 9.46 6.82 01/31/2013
VANGUARD INST INDEX
Inception Date 07/31/1990 16.77 14.12 4.01 7.94 8.88 01/31/2013
ARTISAN MID CAP INV
Inception Date 06/27/1997 13.71 20.08 8.50 11.86 13.81 01/31/2013
H & W MID CAP VAL I
Inception Date 01/02/1997 28.52 19.59 9.44 12.76 12.66 01/31/2013
SPTN EXT MKT IDX ADV
Inception Date 11/05/1997 17.43 17.03 7.00 11.73 6.83 01/31/2013
ABF SM CAP VAL INST
Inception Date 12/31/1998 16.28 15.68 7.66 11.88 10.35 01/31/2013
FID SMALL CAP STOCK
Inception Date 03/12/1998 10.37 8.89 4.38 9.80 8.09 01/31/2013
AF NEW PERSPECT R6
Inception Date 05/01/2009 19.36 11.91 N/A N/A 16.86 01/31/2013
FID DIVERSIFD INTL K
Inception Date 12/27/1991 16.73 7.46 -1.23 9.52 8.66 01/31/2013
SPTN GLB XUS IDX INS
Inception Date 09/08/2011 13.41 N/A N/A N/A 11.15 01/31/2013
Blended Fund Investments*
FID FREEDOM K 2005
FID FREEDOM K 2010
FID FREEDOM K 2015
FID FREEDOM K 2020
FID FREEDOM K 2025
FID FREEDOM K 2030
FID FREEDOM K 2035
FID FREEDOM K 2040
FID FREEDOM K 2045
FID FREEDOM K 2050
FID FREEDOM K 2055
http://www.bogleheads.org/wiki/Boglehea ... philosophy
AdmiralAdama wrote:Thanks for your help. I am going to load up on VINIX.
Having a written investment plan may help
http://www.bogleheads.org/wiki/Investme ... _Statement
That said, I wouldn't be so quick to dump bonds in the 401(k) just because you found some savings bonds. There are variables that need to be considered before making a move. These bonds will have a maturity date and I'm guessing that the coupon on these bonds is much higher than you can get today, so unless you plan on buying new bonds when those mature moving too much into stocks now might make you out of balance when the bonds mature.
Asking a generic question of which fund looks best will not provide any valuable data as to which fund you should rebalance into. I like all the index funds, but that does not mean they are all suitable for current or future investments.
You should choose the fund which will best meet your needs and goals.
Admiral - We allow members to edit their own posts. I suggest you take the info from your first thread (The Cali 40YO Single Guy Strategy) and put it in Post #1 here. Just use the Edit button in the top right corner of every post.
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