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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