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Subject:  Rollover to Similar Funds? Date:  8/28/2001  2:06 PM
Author:  Alteno Number:  31656 of 88513

Hi, I have recently changed jobs and have some funds that I need to roll over into an IRA. The money I have at the old job I have invested in equal amounts in small cap growth and mid cap growth funds. It amounts to about $6,000 total. I was wondering if it made sense to roll the money over into similar type funds at Vanguard (where I currently have my Roth IRA)?

My thought was that I could put the money in similar funds which have been doing poorly anyway and wait until the market improved before trading for what I would really like to do: invest half into a REIT and the other half into an energy fund. Then again, I thought I should just roll it all into the REIT and Energy and be done with it. With my ex-employer matching 5% of contributions, I haven't lost (my own) money anyway. Any thoughts on this would be most welcome.
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