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Any thoughts on the future of aggressive growth funds?

I am debating whether to convert my aggressive growth to an S&P Index fund. I have been staring at same balance for about a year in my aggressive growth fund and thinking to myself is the fund eating my contribution.
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I am debating whether to convert my aggressive growth to an S&P Index fund. I have been staring at same balance for about a year in my aggressive growth fund and thinking to myself is the fund eating my contribution.

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.
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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 Back To Top