Author Topic: 401k Allocation advice?  (Read 960 times)


  • 5 O'Clock Shadow
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  • Posts: 16
  • Location: Modesto, CA
401k Allocation advice?
« on: September 02, 2014, 02:21:55 PM »
My 401k Options
I am currently invested in the FA FREEDOM 2055 INST (FHFIX) target date fund and my YTD personal rate of return is 6.5% and a 2 year report my personal rate of return is 23.7%.

DW 401k Options
My DW is currently invested in the SSGA DOW JONES 2055 (No ticker) target date fund and her YTD personal rate of return is 7.75% and a report since she started last fall shows a personal rate of return is 7.7%.

I am new to investing and the options given by our employers seem pretty good but I would like to maximize our return by wisely choosing good investments.

Let me know if you need clarification on anything.