My managed mutual fund is performing badly this year. Starting next year I'm taking equal payment option. I'm 51 - should I change to an index fund? I'm in basic fund 50%, select 25% small cap 25% Was thinking of 500 Index, Growth Index and Total Stock Market Index.
Note: I'm just learning about this subject!However, I may have some helpful information.Last year we set up a mutual fund with approximately the same ratios that you have (our 50% was aggressive because I am 32). Recently I became interested in the Vanguard 500 Index fund. The Motley Fool Investment Guide book was the publication that sparked my interest. With advice from other Fools I requested a prospectus from Vanguard. Then I checked out smartmoney.com which has a really wonderful section that allows you to compare different funds. It compares them on about 9 different subjects. I learned that of the 5 funds I was invested in only 2 were performing above 20% and the other 3 were under 12%. Very enlightening. I know that this doesn't answer your question directly but hopefully I have given you some information to work with as was done for me months ago.
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra