Message Font: Serif | Sans-Serif
 
UnThreaded | Threaded | Whole Thread (2) | Ignore Thread Prev Thread | Prev | Next | Next Thread
Author: willycapt Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 25261  
Subject: 401K Distribution Help Date: 3/13/2003 8:37 AM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 0
Greetings ...

Would like some Foolish feedback on my current 401K distribution:

-----------------------------------------------------------------

Stock Investments:
Large Cap Blend
DOW INDEX 20% (Large Cap Blend)
FIDELITY BLUE CHIP 20% (Large Cap)
FIDELITY EQUITY INC 20% (Large Cap Value)
JANUS OVERSEAS 5% (Foreign)
STOCK INDEX FUND 20% (Large Cap Blend)
TECHNOLOGY FUND 5% (Specialty)
Bond/Managed Income:
ONE GROUP BOND I 10% (Intermediate-Term)

Total 100%

------------------------------------------------------------------

I'm 35, single, and have about a $52,000 balance in the plan. My contributions are maxed-out and takes full advantage of my employer matching.

Here is a list of my current investment options through Fidelity (includes recent closing price):

Stock Investments
LARGE CAP GROWTH
FIDELITY BLUE CHIP $29.76 + $0.18
JANUS OLYMPUS $18.76 + $0.07
NM FOCUS EQUITY PR A $11.91 + $0.08
VANG MORGAN GROWTH $14.24 $0.00
VANG MORGAN GRTH ADM $31.90 + $0.12

LARGE CAP BLEND
AIM BASIC VALUE A $19.23 + $0.01
DOW INDEX $9.10 + $0.04
FIDELITY MAGELLAN $72.52 + $0.29
STOCK INDEX FUND $23.42 + $0.11
VANG PRIMECAP ADM $37.40 + $0.09
VANGUARD PRIMECAP $50.89 $0.00

LARGE CAP VALUE
FIDELITY EQUITY INC $35.23 - $0.03
VANG WINDSOR ADM $36.80 + $0.02
VANGUARD WINDSOR $15.74 $0.00

MID-CAP GROWTH
BLKROCK MIDCAP GRTH $5.76 $0.00

MID-CAP BLEND
HRTFRD MIDCAP HLS 1A $16.56 - $0.02
TCW GAL VAL OPP I $12.56 - $0.06

MID-CAP VALUE
C & B MID CAP VALUE $12.02 - $0.06
EXCELSIOR VAL & RSTG $22.30 $0.00

SMALL CAP GROWTH
MSIFT SM CAP GRTH I $19.12 - $0.03
TURNER MICROCAP GRTH $28.75 - $0.04

SMALL CAP BLEND
SMALL CAP BLEND $7.67 - $0.01
TRP SM CAP STOCK $19.26 - $0.15

SMALL CAP VALUE
AM CENT SM CAP VAL I $6.19 - $0.02

FOREIGN
ARTISAN INTL $11.95 - $0.35
BGI EAFE EQ INDEX F $5.55 - $0.13
JANUS OVERSEAS $13.16 - $0.25
PUTN INTL VOYAGER Y $12.10 - $0.12
TEMPLETON FOREIGN A $7.33 - $0.12
TEMPLETON INTL $8.00 - $0.13

SPECIALTY
HEALTHCARE FUND $7.15 $0.00
SPECIALTY HIGH GRTH $6.74 - $0.08
SPECIALTY VALUE FUND $7.71 - $0.01
TECHNOLOGY FUND $6.75 - $0.02

OTHER
AGGRESSIVE STRATEGY $5.91 - $0.03
Blended Fund Investments
BALANCED
FIDELITY BALANCED $12.52 $0.00
JANUS BALANCED FUND $17.33 $0.00
MODERATE STRATEGY $8.57 - $0.01
OAKMARK EQ & INC I $17.08 - $0.02
PUTNAM BALANCED Y $8.29 $0.00
VANG WELLESLEY ADM $49.18 $0.00
VANGUARD WELLESLEY $20.32 $0.00
Bond/Managed Income
INTERMEDIATE-TERM
BGI US DEBT INDEX F $12.05 - $0.01
ONE GROUP BOND I $11.21 - $0.01
PIMCO TOT RETRN INST $10.83 - $0.01
SCUD FIXED INC INST $11.12 $0.00

STABLE VALUE
FIXED INCOME FUND $1.00 $0.00
Short-Term Investments
FIDELITY RETIRE MMKT $1.00 $0.00
Other Investments
1 ELECTIVE TRANSFER $1.00 $0.00
REAL ESTATE SEC FUND $9.85 - $0.01

--------------------------------------------------------------

If anyone would suggest a different allocation strategy, please let me know ... I'm all ears.

THANKS.
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (2) | Ignore Thread Prev Thread | Prev | Next | Next Thread

Announcements

Pencils of Promise - Back to School Drive
"Pencils of Promise works with communities across the globe to build schools and create programs that provide education opportunities for children."
Post of the Day:
Macro Economics

The Deflationary Cycle Explained
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement