Author Topic: Another 401k Thread  (Read 1911 times)

b4u2

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Another 401k Thread
« on: February 03, 2014, 02:19:59 PM »
I ask questions in other peoples threads about 401k and I get overlooked so I start one. I did great last year with this set up (35.5% gain) but wonder if I should make some changes.

Maybe this can be a generic 401k election thread? I am curious about mine. Should I diversify more? Are some of my investments duplicates?

25.63%    FID BLUE CHIP GR K            Exp .61   Mang .55
18.41%    FID MID CAP STOCK K            Exp .51   Mang .53
15.34%    VANG PRIMECAP ADM            Exp .36   Mang .34
14.86%    BARON GROWTH INST            Exp 1.06 Mang 1
13.76%    ROCKWELL COLLINS STK    Exp .02
10.84%    MSIF INTL EQUITY I                    Exp .97   Mang .8
1.16%    FID PURITAN K                            Exp .47   Mang .4
100%

This is what is available to me.Name/Inception Date    Asset Class    Category    Gross Expense Ratio**    Shareholder Fees
Investments you currently own ROCKWELL COLLINS STK
07/06/2001
Stock Investments   Company Stock    0.02%    No additional fees apply.
Investments you currently own FID BLUE CHIP GR K (FBGKX)
12/31/1987
Stock Investments   Large Cap Growth    0.61%    No additional fees apply.
Investments you currently own VANG PRIMECAP ADM (VPMAX)
11/12/2001
Stock Investments   Large Cap Growth    0.36%    No additional fees apply.
VANG INST INDEX PLUS (VIIIX)
07/07/1997
Stock Investments   Large Cap Blend    0.02%    No additional fees apply.
MFS VALUE R5 (MEIKX)
04/28/2006
Stock Investments   Large Cap Value    0.57%    No additional fees apply.
Investments you currently own BARON GROWTH INST (BGRIX)
05/29/2009
Stock Investments   Mid-Cap Growth    1.05%    No additional fees apply.
Investments you currently own FID MID CAP STOCK K (FKMCX)
03/29/1994
Stock Investments   Mid-Cap Growth    0.51%    Short term trading fees of .75% for shares held less than 30 days.
FID LOW PRICED STK K (FLPKX)
12/27/1989
Stock Investments   Mid-Cap Blend    0.68%    Short term trading fees of 1.5% for shares held less than 90 days.
SPTN EXT MKT IDX ADV (FSEVX)
11/05/1997
Stock Investments   Mid-Cap Blend    0.07%    Short term trading fees of .75% for shares held less than 90 days.
ALZGI NFJ SMCPVL IS (PSVIX)
10/01/1991
Stock Investments   Small Cap Value    0.86%    No additional fees apply.
FID DIVERSIFD INTL K (FDIKX)
12/27/1991
Stock Investments   Foreign    0.81%    Short term trading fees of 1% for shares held less than 30 days.
Investments you currently own MSIF INTL EQUITY I (MSIQX)
08/04/1989
Stock Investments   Foreign    0.97%    Short term trading fees of 2% for shares held less than 30 days.
VANG FTSE AW IS PL (VFWPX)
12/16/2010
Stock Investments   Foreign    0.10%    No additional fees apply.
Investments you currently own FID PURITAN K (FPUKX)
04/16/1947
Blended Fund Investments*   Asset Allocation    0.47%    No additional fees apply.
FID STRAT REAL RET (FSRRX)
09/07/2005
Blended Fund Investments*   Asset Allocation    0.77%    Short term trading fees of .75% for shares held less than 60 days.
SSGA TARGET RET 2010
01/31/2005
Blended Fund Investments*   Asset Allocation    0.17%    No additional fees apply.
SSGA TARGET RET 2015
08/31/2006
Blended Fund Investments*   Asset Allocation    0.15%    No additional fees apply.
SSGA TARGET RET 2020
03/31/2005
Blended Fund Investments*   Asset Allocation    0.15%    No additional fees apply.
SSGA TARGET RET 2025
08/31/2006
Blended Fund Investments*   Asset Allocation    0.15%    No additional fees apply.
SSGA TARGET RET 2030
01/31/2005
Blended Fund Investments*   Asset Allocation    0.15%    No additional fees apply.
SSGA TARGET RET 2035
08/31/2006
Blended Fund Investments*   Asset Allocation    0.16%    No additional fees apply.
SSGA TARGET RET 2040
01/31/2005
Blended Fund Investments*   Asset Allocation    0.15%    No additional fees apply.
SSGA TARGET RET 2045
08/31/2006
Blended Fund Investments*   Asset Allocation    0.17%    No additional fees apply.
SSGA TARGET RET 2050
09/28/2007
Blended Fund Investments*   Asset Allocation    0.17%    No additional fees apply.
SSGA TARGET RET 2055
04/29/2011
Blended Fund Investments*   Asset Allocation    0.32%    No additional fees apply.
SSGA TARGET RET INCM
03/31/2005
Blended Fund Investments*   Asset Allocation    0.18%    No additional fees apply.
VANG TOT BD MK IS PL (VBMPX)
02/05/2010
Bond Investments   Intermediate-Term    0.05%    No additional fees apply.
FID CAPITAL & INCOME (FAGIX)
11/01/1977
Bond Investments   High-Yield    0.73%    Short term trading fees of 1% for shares held less than 90 days.
MIP II CL 3
04/20/1993
7 day yield as of
12/31/2013   1.28%
Bond Investments   Stable Value    0.28%    No additional fees apply.
JPM US TREASURY MM (CJTXX)
02/22/2005
7 day yield as of
12/31/2013   0.00%
Short Term Investments   N/A    0.21%    No additional fees apply.
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b4u2

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Re: Another 401k Thread
« Reply #1 on: February 03, 2014, 02:21:05 PM »
Hmm not sure how to edit this so it looks better. Not how I intended it to show up in thread.