Hi all, I've just changed to the new job and I would like to ask you advice on what funds I should be picking, or rather what type of funds given my portfolio which I've put below.
The availabe funds from my company are as follows:
1. Stable Value Fund: very low risk managed by ssga
2. Bond Fund: low risk managed by ssga
3. Balanced Fund:
-Equity funds:
--S&P 500® Stock Index Fund 40.0%
--Daily EAFE Index Fund 10.0
--Russell 2000® Stock Index Fund 10.0
-Fixed-income funds:
--Bond Fund 40.0%
4. S&P 500 stock index fund
5. US Stock Fund: Similar to S&P 500 (I think)
6. Russell 1000 Value Index
7. Russell 1000 Growth Index
8. Russell 2000 Stock Index Fund
9. Europacific Growth Fund
10. EAFE Stock Index Fund
I'm ~28 and can afford to take risks.
I'm thinking of
S&P 500
Russell 1000 Growth Index
and Europacific Growth Fund
I can't be sure if I'm over/under exposing someting though. Basicall it's a retirement accound so I'd like to have as minimal management as possible.
Thank you again for helping.
401K
Large Cap Value
COL VALUE & RSTRG Z $5,343.91
Small Cap Growth
TURNER EMRG GRTH INV $3,786.58
Foreign
INTL EQUITY BLEND $2,773.38
DODGE & COX INTL STK $1,468.71
Specialty
REAL ESTATE SEC FUND $1,875.44
Large Cap Growth
VANGUARD PRIMECAP $2,021.94
Large Cap Blend
HARTFORD CAP APP IA $1,484.02
Mid-Cap Growth
MUNDER MDCPCORE GR Y $1,522.62
Mid-Cap Blend
TCW VALUE OPPS I $1,403.20
Blended Fund Investments*
Balanced
FID BALANCED $1,981.66
ROTH IRA
The Growth Fund of America – A ~ $2000
The Investment Company of America – A ~ $2000
PFE ~ $2000
VTI ~ $1000
EFA ~ $1000
Mutual Fund
Target Retirement Fund 2045 ~ $5000
Saving
WAMU online savings ~ $5000
Large Cap Value
COL VALUE & RSTRG Z $5,343.91
Small Cap Growth
TURNER EMRG GRTH INV $3,786.58
Foreign
INTL EQUITY BLEND $2,773.38
DODGE & COX INTL STK $1,468.71
Specialty
REAL ESTATE SEC FUND $1,875.44
Large Cap Growth
VANGUARD PRIMECAP $2,021.94
Large Cap Blend
HARTFORD CAP APP IA $1,484.02
Mid-Cap Growth
MUNDER MDCPCORE GR Y $1,522.62
Mid-Cap Blend
TCW VALUE OPPS I $1,403.20
Blended Fund Investments*
Balanced
FID BALANCED $1,981.66
ROTH IRA
The Growth Fund of America – A ~ $2000
The Investment Company of America – A ~ $2000
PFE ~ $2000
VTI ~ $1000
EFA ~ $1000
Mutual Fund
Target Retirement Fund 2045 ~ $5000
Saving
WAMU online savings ~ $5000
1. Stable Value Fund: very low risk managed by ssga
2. Bond Fund: low risk managed by ssga
3. Balanced Fund:
-Equity funds:
--S&P 500® Stock Index Fund 40.0%
--Daily EAFE Index Fund 10.0
--Russell 2000® Stock Index Fund 10.0
-Fixed-income funds:
--Bond Fund 40.0%
4. S&P 500 stock index fund
5. US Stock Fund: Similar to S&P 500 (I think)
6. Russell 1000 Value Index
7. Russell 1000 Growth Index
8. Russell 2000 Stock Index Fund
9. Europacific Growth Fund
10. EAFE Stock Index Fund
I'm ~28 and can afford to take risks.
I'm thinking of
S&P 500
Russell 1000 Growth Index
and Europacific Growth Fund
I can't be sure if I'm over/under exposing someting though. Basicall it's a retirement accound so I'd like to have as minimal management as possible.
Thank you again for helping.

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