Author Topic: Fund Recommendations needed for 457 and pension account  (Read 1378 times)

bigskyrookie

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Fund Recommendations needed for 457 and pension account
« on: April 10, 2016, 01:01:34 PM »
Hello,

I am hoping for some investing guidance and recommendations. I am in my mid-twenties and therefore am trying to invest for the long-haul. I currently contribute 8.5 percent of my salary to my pension plan and 12% of my salary to my 457 plan. These are my only accounts right now and I am looking for an allocation that is moderately aggressive. My desired allocation is 70% U.S. stocks, 20% foreign stocks, and 10% bonds. I would appreciate any guidance or suggestions.

Thanks!



Defined Contribution (Pension) Options-

RNPGX (American Funds New Perspective R6)

OAKIX (Oakmark International I)

ODVYX (Oppenheimer Developing Markets Y)

TASVX (Prudential QMA Small-Cap Value Z)

VSGIX (Vanguard Small Cap Growth Index Instl)

MGOAX (Victory Munder Mid-Cap Core Growth A)

ACAZX (Alger Capital Appreciation Z)

PTRQX (Prudential Total Return Bond Q)



457 Plan Options-

RNPGX (American Funds New Perspective R6)

ARTIX (Artisan International Inv)

DODFX (Dodge & Cox International Stock)

ODVYX (Oppenheimer Developing Markets Y)

VSGIX (Vanguard Small Cap Growth Index Instl)

MGOAX (Victory Munder Mid-Cap Core Growth A)

NBGEX  (Neuberger Berman Genesis Fund - Trust)

FCNTX  (Fidelity Contrafund)

PRILX  (Parnassus Core Equity - Inst)

PTRQX  (Prudential Total Return Bond Q)
« Last Edit: April 10, 2016, 04:45:52 PM by bigskyrookie »

forummm

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Re: Fund Recommendations needed for 457 and pension account
« Reply #1 on: April 10, 2016, 01:23:03 PM »
The letters aren't super convenient for people who would otherwise help you. I suggest you tell us the names of these funds and their expense ratios. Also, what is your desired asset allocation and do you have other accounts?