Frequent reader finally posting a question; thank you everyone for so much awesome information and guidance!!
My 401K contains multiple funds, through research I've selected what I consider the best options, with a 70/30 AA (early 30's):
- 20%, Fidelity® U.S. Bond Index Fund - Premium Class, FSITX, 0.045%
- 10%, Fidelity® 500 Index Fund - Premium Class, FUSVX, 0.035%
- 70%, Vanguard Target Retirement 2050 Fund Investor Shares, VFIFX, 0.15%
PRIMECAP Odyssey Aggressive (POAGX) is available. From reading other posts here their funds are popular, even those they appear to be actively managed. I understand past performance may not repeat, it is impressive never the less how it has outpaced the S&P return wise. The question is I'm debating if I should place 10% instead into POAGX vs S&P500? Or decrease my Target fund and place some towards POAGX? Any input or suggestions are welcome. Thank you!
- PRIMECAP Odyssey Aggressive Growth Fund, POAGX, 0.64%
YTD: 11.23%, 1 Year: 36.84%, 3 Year: 18.01%, 5 Year: 22.07%, 10 Year: 17.82%
YTD: 1.77%, 1 Year: 13.95%, 3 Year: 10.74%, 5 Year: 13.26%, 10 Year: 9.46%