No. of Recommendations: 0

I'm not familiar with RERFX. You will want to check it out on and be sure it is at least three stars in performance. Also what does R-3 mean? ARe fees reasonable? 12b-1 fees? Expense ratio? Recent management changes?

I did check all of the funds out on M* and RERFX is actually the top rated out of the funds available. It comes in with 5 stars and has an expense ratio of 0.61%, while not as low as the 0.05% and 0.08% of the Vanguard funds, it is still a respectable ER.

The R-5 is listed as the class of the fund, other than that I am not really sure. For instance, the Putnam funds all seem to be Class Y. The American Funds all seem to be Class R-5. Not sure what that really means though as I haven't found a breakdown of different classes.

No 12b-1 fees listed for this fund and there is no load either. Haven't seen any notice of recent management changes but will look again to verify.

Thanks for the feedback.

Print the post  


The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
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.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! 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.