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Author: Lokicious Big gold star, 5000 posts Feste Award Nominee! Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 35932  
Subject: Re: Poll: bond fund for 403b rollover Date: 5/30/2002 8:55 AM
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I think Charlie and Chris are talking past Hack—even though I think others should listen to what they say.

Hack is not talking about newly putting money into a bond fund, He is talking about rolling over an existing bond fund, and wondering whether to stick with the same fund (Total bond Index) or move to a slight variant (Intermediate bond Index).

This returns us to a much broader issue with bond funds, one we've discussed in the past: how do we weigh potential yields on a fund against potential volatility.

I'd look at the yields on the two funds going back as far as possible (information available on annual reports: I have them downloaded, so I'll see if I can find on my next cup of coffee), then look at the charts to see how much each of the funds is currently above its long term average NAV. Given that this is a retirement account, I'd probably roll over to the same fund, for the time being, then think about switching to the other, if it seems to have higher yields, when the NAVs warrant.
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