UnThreaded | Threaded | Whole Thread (19) | Ignore Thread Prev | Next
Author: cliff666 Big funky green star, 20000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 76419  
Subject: Re: New 401k Plan Date: 6/3/2005 4:49 PM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 1
I enrolled with my contributions as follows:

40% - VINIX
40% - VIEIX
10% - DODBX
10% - company Stock (I want to establish a position here but not let it get too large)

After reviewing more information on each of the funds, I am contemplating an adjustment to add some exposure in the Eurpacific Growth Fund (RERFX) to begin establishing an international aspect to my allocation.

Congtastulations. You are wise to begin now. I like the VIEIX, and my profile shows my favorite stock is VEXMX, the non-institutional equivalent. I wonder if the VINIX is appropriate for someone as young as you. It is all large-cap companies. Maybe that's what you want. I prefer VEXMX, and I own no S&P 500 emulators.

You might consider RWMFX, which has a value-oriented slant and an impressive track record. The fund is huge, but the management costs are low. I assume you won't have to pay the front-end load. I think you also get some international exposure. But the RERFX sounds good too. I would eliminate (or at least reduce) the VINIX and go into RWMFX and/or RERFX.

cliff
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (19) | Ignore Thread Prev | Next

Announcements

The Retire Early Home Page
Discussion on accelerating retirement day.
Foolanthropy 2014!
By working with young, first-time moms, Nurse-Family Partnership is able to truly change lives – for generations to come.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Post of the Day:
Macro Economics

Looking at Currency Ratios
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement