Please let me know what options in my 401K are best. Currently I have 95% FUSVX and 5% LBNYX. Sorry about the messy table. Thanks!
Name/Inception Date Category 1 yr 3 yr 5 yr 10 yr/ LOF NAV Expense Ratio (Gross)
COL SEL LGCAP VAL R5 (SLVIX) 04/25/1997 Large Cap 25.18% 8.50% 13.17% 8.25% $24.90 0.84%
FID 500 INDEX PR (FUSVX) 02/17/1988 Large Cap 17.12% 10.33% 13.26% 7.48% $83.55 0.05%
HTFD CORE EQUITY Y (HGIYX) 04/30/1998 Large Cap 12.51% 10.88% 14.20% 8.01% $26.76 0.48%
JPM GRTH ADV I (JGASX) 10/29/1999 Large Cap 16.94% 10.08% 13.40% 10.09% $17.55 1.09%
PUTNAM CAP SPECTRM Y (PVSYX) 05/18/2009 Large Cap 20.60% 3.93% 11.40% 16.44% $37.21 1.12%
DREY/BC S/MD CP GR I (SDSCX) 08/31/1990 Mid-Cap 19.70% 6.50% 11.19% 8.92% $18.75 0.79%
FA LEV CO STOCK I (FLVIX) 12/27/2000 Mid-Cap 18.77% 4.54% 11.82% 6.68% $53.40 0.81%
FA MID CAP VALUE I (FMPOX) 11/15/2001 Mid-Cap 16.13% 8.01% 13.81% 7.18% $25.94 0.73%
FED MDT SMCP CORE IS (QISCX) 09/15/2005 Small Cap 31.88% 11.51% 16.49% 6.15% $18.97 1.87%
TRP NEW HORIZONS (PRNHX) 06/03/1960 Small Cap 23.76% 8.97% 14.47% 11.44% $49.12 0.79%
UM BEHAVIORAL VAL L (UBVLX) 12/28/1998 Small Cap 18.24% 9.67% 14.32% 8.82% $67.13 1.46%
MSIF GLBL OPP PTF I (MGGIX) 05/30/2008 International 21.57% 14.39% 15.19% 11.32% $18.55 1.20%
OPP INTL SM MID CO Y (OSMYX) 11/17/1997 International 11.76% 6.88% 14.72% 7.95% $42.05 1.18%
3RD AV RE VALUE IS (TAREX) 09/17/1998 Specialty 14.94% 5.68% 10.87% 3.33% $33.20 1.13%
AM CENT UTIL INV (BULIX) 03/01/1993 Specialty 7.26% 9.45% 11.72% 6.25% $18.61 0.68%
FA ENERGY I (FANIX) 12/29/1987 Specialty 21.01% -5.39% 1.14% 1.73% $34.32 0.85%
HTFD HEALTHCARE Y (HGHYX) 05/01/2000 Specialty 18.16% 11.46% 18.55% 11.48% $37.33 0.96%
TRP GLOBAL TECH (PRGTX) 09/29/2000 Specialty 30.94% 20.97% 20.25% 15.68% $16.09 0.91%
HARTFORD BALANCED Y (IHAYX) 07/22/1996 N/A 9.61% 6.24% 8.60% 5.85% $22.63 0.79%
FA STRAT DIV INC I (FSIDX) 12/23/2003 Large Cap 13.08% 8.09% 10.32% 5.72% $15.15 0.79%
JPM LTD DUR BOND I (HLGFX) 02/02/1993 Income 1.40% 1.17% 2.15% 2.53% $9.99 0.65%
LD ABBETT BD DBNTR I (LBNYX) 04/01/1971 Income 13.76% 5.03% 6.72% 6.83% $8.06 0.61%
PIONEER HIGH YIELD Y (TYHYX) 02/12/1998 Income 15.91% 3.16% 6.24% 6.12% $9.75 0.87%
TMPL GLB TOT RTN ADV (TTRZX) 09/30/2008 Income 13.44% 2.79% 4.61% 8.66% $12.40 0.83%
WA MBS I (SGSYX) 11/06/1992 Income 2.07% 3.35% 3.90% 5.15% $10.64 0.65%
BLKRK 20/80 TA INST (BICPX) 12/21/2006 N/A 4.45% 3.91% 6.13% 5.45% $11.31 0.75%
FMMT RETIRE GOV II (FRTXX) 12/02/1988 N/A 0.10% 0.04% 0.03% 0.75% $1.00 0.42%
