Skip to main content
Message Font: Serif | Sans-Serif
No. of Recommendations: 0
I am partially frustrated with the aggressive growth fund. It has not changed in value for about the last 8 months but my contributions keep going in. I am of the opinion that the S&P has some room to grow in the near future and thought this might be a good time to get in. Additionally, I wanted a fund with low expenses to give me more compounding growth over time.

I had been thinking about making that move for a little while now. And am thinking the S&P is going to go rise before leveling off and would rather move into that fund now instead of later.

TheBreeze replied:

My my aggressive growth fund is down 60%, so staying even isn't too bad. Luckily it is a small part of my asset allocation, the bulk being in a S&P500 index.

You propose to move your aggressive growth money to an S&P index fund. Is this because of fear, frustration, or to put your asset allocation in line with where you think it should be?

Plan your moves around logic and analysis. Don't panic. In other words, if the aggressive growth funds are way down, it might be time for them to move up. Certainly many will say that they can fall further, which is true. Make sure that you're pleased and confident in your overall asset allocation.
Print the post  


What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
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.