The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing

URL:  http://boards.fool.com/tracking-obscure-funds-18270748.aspx

Subject:  Tracking obscure funds Date:  12/9/2002  9:49 PM
Author:  ImCalvin Number:  35321 of 75625

The 401k plan through my company recently added some index funds to the list of possible investments. At first I thought this is would be great, low cost/diversified funds, woo hoo! But as it turns out they chose to use either really obscure funds or funds that aren't traded or tracked publicly (if that's possible?).

My question is how do I track the retuns, expense ratio, and all the other important stuff? They are all modeled after index funds, so I could substitute Vanguard funds or something, but I would like to get something more accurate (hopefully a ticker). Is that possible?

The funds are in a Fidelity 401k account but managed by Barclays Global Investors and are:

# BGI U.S. Debt Index Fund - Class T (Fund # 44790)
Modeled after Lehman Brothers Aggregate Bond Index
VBMFX Total Bond Mkt Index Inv

# U.S. Equity Market Index (Fund # 10171)
Modeled after Wilshire 5000
VTSMX Vanguard Total Stock Market Index Fund Investor Shares

# Extended Equity Market Index (Fund # 10172)
Modeled after Wilshire 4500
VEXMX - Vanguard Extended Market Index Fund Investor Shares

Any better ideas?

-Ben
Copyright 1996-2014 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us