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Author: dsemmler Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 76397  
Subject: Re: New 401k Plan Date: 6/4/2005 12:29 AM
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pauleckler,

I'm not familiar with RERFX. You will want to check it out on Morningstar.com 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.

dt
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