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Author: invescape Big red star, 1000 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 75637  
Subject: Ideas needed on a Funds portfolio Date: 3/21/2001 12:57 PM
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Hi,
My son's opening up a 401k with a new employer and has sent me a list of the funds his company is offering.

Could someone please give me an idea as to what % might be invested in each type of fund that would make up a well rounded 401k portfolio?

He's in his late 20s and can afford to be fairly aggressive.

Thanks for taking the time to answer.
Pat
invescape

Below are listed his company's choices...luckily there are index funds offered:
AMERICAN CENTURY SELECT
No ticker given. 3 funds listed
1. American Century Select Adv TWCAX
http://quicktake.morningstar.com/Fund/snapshot.asp?Country=USA&Symbol=TWCAX
2. American Century Select Inst TWSIX
http://quicktake.morningstar.com/Fund/snapshot.asp?Country=USA&Symbol=TWSIX
3. American Century Select Inv TWCIX
http://quicktake.morningstar.com/Fund/snapshot.asp?Country=USA&Symbol=TWCIX

AMERICAN CENTURY GROWTH
http://quicktake.morningstar.com/Fund/snapshot.asp?Country=USA&Symbol=TWCGX

AMERICAN CENTURY ULTRA
http://quicktake.morningstar.com/Fund/snapshot.asp?Country=USA&Symbol=TWCUX

JANUS FUND

JANUS MERCURY
http://quicktake.morningstar.com/Fund/snapshot.asp?Country=USA&Symbol=JAMRX
http://www.maxfunds.com/MF1000.nsf/DedicatedPage/JAMRX

JANUS ENTERPRISE
http://quicktake.morningstar.com/Fund/snapshot.asp?Country=USA&Symbol=JAENX
http://www.maxfunds.com/MF1000.nsf/DedicatedPage/JAENX

JANUS OVERSEAS
http://www.maxfunds.com/MF1000.nsf/DedicatedPage/JAOSX

FIDELITY ADVISORS GROWTH OPP I
http://quicktake.morningstar.com/Fund/snapshot.asp?Country=USA&Symbol=FAGOX

AMER CENT INTERNATIONAL GROWTH

AMERICAN CENTURY VALUE
http://quicktake.morningstar.com/Fund/snapshot.asp?Country=USA&Symbol=TWADX

FEDERATED PRIME VAL OBLIGATION

MANAGERS SPECIAL EQUITY
http://quicktake.morningstar.com/Fund/snapshot.asp?Country=USA&Symbol=MGSEX
http://www.maxfunds.com/MF1000.nsf/DedicatedPage/MGSEX

PIMCO TOTAL RETURN INSTL
http://quicktake.morningstar.com/Fund/snapshot.asp?Country=USA&Symbol=PTTRX


ROYCE TOTAL RETURN
http://www.maxfunds.com/MF1000.nsf/DedicatedPage/RYTRX
T ROWE PRICE MID CAP GROWTH
No ticker given 2 funds listed

T. Rowe Price Mid-Cap Growth RPMGX
http://quicktake.morningstar.com/Fund/snapshot.asp?Country=USA&Symbol=RPMGX

T Rowe Price Mid-Cap Growth Fund, Inc; Shares (RPMGX)
Rating: http://www.maxfunds.com/MF1000.nsf/DedicatedPage/RPMGX

T. Rowe Price Mid-Cap Growth Adv PAMCX
http://quicktake.morningstar.com/Fund/snapshot.asp?Country=USA&Symbol=PAMCX

T Rowe Price Mid-Cap Growth Fund, Inc; Advisor Class (PAMCX)
http://www.maxfunds.com/MF1000.nsf/DedicatedPage/PAMCX

VANGUARD INDEX 500
Again, no ticker given 2 funds listed

Vanguard 500 Index Adm VFIAX
http://quicktake.morningstar.com/Fund/snapshot.asp?Country=USA&Symbol=VFIAX

Vanguard Index Trust: Vanguard 500 Index Fund; Admiral Shares (VFIAX)
Rating info: http://www.maxfunds.com/MF1000.nsf/DedicatedPage/VFIAX

Vanguard 500 Index VFINX
http://quicktake.morningstar.com/Fund/snapshot.asp?Country=USA&Symbol=VFINX

Vanguard Index Trust: Vanguard 500 Index Fund; Investor Shares (VFINX)
Rating Info: http://www.maxfunds.com/MF1000.nsf/DedicatedPage/VFINX
VANGUARD TOTL BOND MARKT INDEX

VANGUARD VALUE INDEX
No ticker given 5 funds listed:

Vanguard Value Index Adm VVIAX
http://quicktake.morningstar.com/Fund/snapshot.asp?Country=USA&Symbol=VVIAX

Vanguard Index Trust: Vanguard Value Index Fund; Admiral Shares (VVIAX)
http://www.maxfunds.com/MF1000.nsf/DedicatedPage/VVIAX

Vanguard Value Index Instl VIVIX
http://quicktake.morningstar.com/Fund/snapshot.asp?Country=USA&Symbol=VIVIX

Vanguard Index Trust: Vanguard Value Index Fund; Institutional Shares (VIVIX)
http://www.maxfunds.com/MF1000.nsf/DedicatedPage/VIVIX

Vanguard Small Cap Value Index VISVX
http://quicktake.morningstar.com/Fund/snapshot.asp?Country=USA&Symbol=VISVX

Vanguard Index Trust: Vanguard Small-Cap Value Index Fund; Investor Shares (VISVX)
http://www.maxfunds.com/MF1000.nsf/DedicatedPage/VISVX

Vanguard Index Trust: Vanguard Small-Cap Value Index Fund; Institutional Shares (VSIIX)
http://www.maxfunds.com/MF1000.nsf/DedicatedPage/VSIIX

Vanguard Value Index VIVAX
http://quicktake.morningstar.com/Fund/snapshot.asp?Country=USA&Symbol=VIVAX

DAVIS NY VENTURE Y
http://quicktake.morningstar.com/Fund/snapshot.asp?Country=USA&Symbol=DNVYX

STANDISH FIXED INCOM
Load
Standish Fixed-Income SDFIX
http://quicktake.morningstar.com/Fund/snapshot.asp?Country=USA&Symbol=SDFIX

Standish, Ayer & Wood Investment Trust: Standish Fixed Income Fund (SDFIX) http://www.maxfunds.com/MF1000.nsf/DedicatedPage/SDFIX

DST SYSTEMS, INC STOCK


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