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Investing/Strategies / Retirement Investing
|Subject: Re: Setting Up My Roth||Date: 3/23/2003 8:39 PM|
|Author: CABob||Number: 35954 of 82353|
Some thoughts for your consideration.
The WM Group Strategic Growth Portfolio is a fund of funds. I seems to provide good diversification. Performance has been fairly good sometimes beating and sometimes losing to the S&P500. I does have expenses of 2.65% as compared to 0.25% or less for VFINX or VTSMX which are broad based index funds from Vanguard.
With the B shares you will have up to a 5% deferred sales charge if you sell the fund within 5 or 6 years.
The "free" financial advise is great but I see no particular advantage of establishing a Roth account through them as long as you look at account fees imposed through whoever you go to.
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