I am new to bogleheads after reading the "Bogleheads' Guide to Investing' this summer (I actually bought it as a gift for a few friends who like to talk investments).
I've converted the brokerage and Ira. I have a Roth with one fund and it's the "American Growth Fund" - AGRBX - b shares. The expense ratio is 1.4%. There was no front load and there is no load to sell since I've had it over seven years. It's grown by about the same amount the s and p 500 has grown.
What is a similar index fund with less fees?
Thanks in advance this board is great.
AGRBX Equivalent - 1.4% FEE!
AGRBX Equivalent - 1.4% FEE!
Last edited by Detroittl on Sun Nov 22, 2015 4:30 pm, edited 1 time in total.
-
- Posts: 13241
- Joined: Tue Dec 31, 2013 7:05 am
- Location: 26 miles, 385 yards west of Copley Square
Re: AGRBX Equivelant - 1.4% FEE!
The question is "What S&P 500 or total US stock market fund is available in YOUR Roth?".
I have a relatively horrible 401k, and chose what I invest in based on the least horrible ER.
I have a relatively horrible 401k, and chose what I invest in based on the least horrible ER.
Bogle: Smart Beta is stupid
Re: AGRBX Equivalent - 1.4% FEE!
Whatever I choose. It's a rollover. I've bought ivv before.
Re: AGRBX Equivalent - 1.4% FEE!
That's a large-cap growth fund, so Vanguard Growth Index (VIGAX) would be closer than a broad-market fund. But is the intent really to copy whatever category of fund you had before?
Re: AGRBX Equivalent - 1.4% FEE!
When my spouse held B shares in her 401(k) years ago, they automatically converted to A shares after the 7 years. So I guess that didn't happen to your shares. Oh, well.
Re: AGRBX Equivalent - 1.4% FEE!
Thanks everyone. I am converting next week.
Re: AGRBX Equivalent - 1.4% FEE!
A year and a half later I'm very glad I converted. Thanks again everyone. 
