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Author: pauleckler Big funky green star, 20000 posts Top Favorite Fools Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 25265  
Subject: Re: New funds to pick from...could use some help Date: 6/5/2011 1:47 PM
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First, check out the funds you have on Morningstar.com and figure out which ones are likely growth funds. You can scratch the bond funds and the lifepath funds from the beginning.

You will want to take a close look at the ones that Morningstar labels as growth funds (and some of the equity funds and small cap/small company funds and midcap funds--if they have good performance records.

Next check them out for number of stars. You want 3 or more stars. Scratch any with less than 3 stars.

Finally review their performance history, expense ratio, loads, management changes, etc, etc.

Finally you make your choices of the ones that seem to consistently beat their indexes. I'd also look at their NAV history plotted by ticker symbol on Yahoo Finance or Google Finance. What does the growth curve look like? How big are the distributions? etc etc.

The ones you already have could be fine. But compare their performance with that of the new ones and decide. Keeping the S&P 500 Index fund as your core investment and then keeping one international fund and one growth fund (50/25/25) is a reasonable strategy. But pick the top performars you are offered.

Then keep an eye on them, and adjust if any of them disappoints.

Good luck.
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