I am 33 with about $100k.
I have Roth IRA at Vanguard with:
Vanguard Total Bond Market Index Fund VBMFX 20%
Vanguard Total Stock Market Index Fund VTSMX40%
Vanguard Total International Stock Index Fund VGTSX 32%
Vanguard REIT Index Fund VGSIX 8%
Significant other has 401K and Roth IRA at Vanguard. Currently all in Target 2050
I will update/edit if you require more information.
Current:
Stock Investments LARGE CAP FID 500 INDEX PR (FUSVX) 90%
Bond Investments INCOME FID TOTAL BOND (FTBFX) 10%
I am consdering this to have some bonds, total market, and some international exposure:
Updated
FID Total Bonds (FTBFX) 10% ER = 0.45%
FID EXT MKT IDX PR (FSEVX)65% ER = 0.07% or
FID 500 INDEX PR (FUSVX) 65% ER = 0.07%
FID INTL INDEX PR (FSIVX) 25% ER = 0.17% <--gross Net = 0.12%
Here is what is available to me. What are some recommendations?
Name/Inception Date Asset Class Category 1 Year 3 Year 5 Year 10 Year/LOF* Returns As Of ABF LG CAP VAL INV (AAGPX)07/17/1987 Stock Investments Large Cap -7.51% 6.31% 9.07% 5.32% 5/31/2016 FID 500 INDEX PR (FUSVX)02/17/1988 Stock Investments Large Cap 1.69% 11.01% 11.62% 7.38% 5/31/2016 FID CAPITAL APPREC (FDCAX)11/26/1986 Stock Investments Large Cap -4.58% 9.78% 11.26% 7.11% 5/31/2016 FID CONTRAFUND (FCNTX)05/17/1967 Stock Investments Large Cap 1.32% 11.46% 11.43% 8.40% 5/31/2016 NB SOCIALLY RESP TR (NBSTX)03/16/1994 Stock Investments Large Cap -0.34% 9.68% 8.83% 6.78% 5/31/2016 OAKMARK FUND I (OAKMX)08/05/1991 Stock Investments Large Cap -2.68% 9.10% 11.56% 8.40% 5/31/2016 AB DISC VALUE A (ABASX)03/29/2001 Stock Investments Mid-Cap -2.89% 7.94% 8.87% 7.69% 5/31/2016 COLUMBIA ACORN Z (ACRNX)06/10/1970 Stock Investments Mid-Cap -6.34% 5.34% 6.43% 6.41% 5/31/2016 FID EXT MKT IDX PR (FSEVX)11/05/1997 Stock Investments Mid-Cap -6.01% 8.11% 8.88% 7.70% 5/31/2016 FID LOW PRICED STK (FLPSX)12/27/1989 Stock Investments Mid-Cap -3.82% 8.15% 9.55% 7.79% 5/31/2016 JANUS TRITON T (JATTX)02/25/2005 Stock Investments Small Cap -1.93% 11.48% 11.02% 11.05% 5/31/2016 LOOMIS SM CAP VAL R (LSCRX)05/13/1991 Stock Investments Small Cap -0.60% 8.34% 8.88% 7.29% 5/31/2016 DEUT GLB SM CAP S (SGSCX)09/10/1991 Stock Investments International -7.57% 3.65% 4.56% 4.49% 5/31/2016 FID INTL DISCOVERY (FIGRX)12/31/1986 Stock Investments International -7.48% 3.68% 3.65% 3.14% 5/31/2016 FID INTL INDEX PR (FSIVX)11/05/1997 Stock Investments International -9.95% 2.14% 2.12% 2.01% 5/31/2016 WF EMRG MKTS EQ IS (EMGNX)09/06/1994 Stock Investments International -11.10% -4.32% -4.00% 4.70% 5/31/2016 FID BALANCED (FBALX)11/06/1986 Blended Investment* N/A -0.89% 7.97% 8.17% 6.33% 5/31/2016 FID FREEDOM K 2005 (FFKVX)07/02/2009 Blended Investment* N/A -0.44% 3.88% 3.90% 7.27% 5/31/2016 FID FREEDOM K 2010 (FFKCX)07/02/2009 Blended Investment* N/A -0.89% 4.51% 4.65% 8.21% 5/31/2016 FID FREEDOM K 2015 (FKVFX)07/02/2009 Blended Investment* N/A -1.33% 4.81% 4.87% 8.51% 5/31/2016 FID FREEDOM K 2020 (FFKDX)07/02/2009 Blended Investment* N/A -1.67% 5.08% 5.05% 9.25% 5/31/2016 FID FREEDOM K 2025 (FKTWX)07/02/2009 Blended Investment* N/A -2.25% 5.69% 5.60% 10.00% 5/31/2016 FID FREEDOM K 2030 (FFKEX)07/02/2009 Blended Investment* N/A -3.07% 5.97% 5.79% 10.38% 5/31/2016 FID FREEDOM K 2035 (FKTHX)07/02/2009 Blended Investment* N/A -3.64% 6.28% 6.02% 10.77% 5/31/2016 FID FREEDOM K 2040 (FFKFX)07/02/2009 Blended Investment* N/A -3.63% 6.36% 6.06% 10.90% 5/31/2016 FID FREEDOM K 2045 (FFKGX)07/02/2009 Blended Investment* N/A -3.61% 6.44% 6.16% 11.04% 5/31/2016 FID FREEDOM K 2050 (FFKHX)07/02/2009 Blended Investment* N/A -3.59% 6.47% 6.09% 11.10% 5/31/2016 FID FREEDOM K 2055 (FDENX)06/01/2011 Blended Investment* N/A -3.56% 6.64% N/A 6.61% 5/31/2016 FID FREEDOM K 2060 (FDKNX)08/05/2014 Blended Investment* N/A -3.60% N/A N/A 2.61% 5/31/2016 FID FREEDOM K INCOME (FFKAX)07/02/2009 Blended Investment* N/A 0.32% 3.00% 3.21% 5.37% 5/31/2016 FID STRAT REAL RET (FSRRX)09/07/2005 Blended Investment* N/A -2.80% -1.16% 0.23% 2.40% 5/31/2016 MIP CL 109/07/19897 day yield as of05/31/2016 1.28% Bond Investments Stable Value 1.20% 1.06% 1.14% 1.97% 5/31/2016 BLKRK INFL PRO BD K (BPLBX)06/28/2004 Bond Investments Income 0.02% -0.18% 1.98% 4.55% 5/31/2016 FID TOTAL BOND (FTBFX)10/15/2002 Bond Investments Income 2.39% 2.94% 3.73% 5.33% 5/31/2016 FIDELITY GOVT INCOME (FGOVX)04/04/1979 Bond Investments Income 2.46% 2.32% 2.75% 4.58% 5/31/2016 LOOMIS GLBL BD INST (LSGBX)05/10/1991 Bond Investments Income 3.28% 0.30% 0.90% 4.22% 5/31/2016 FID GOVT MMRK PRM (FZCXX)02/05/19907 day yield as of05/31/2016 0.12% Short-Term Investments N/A 0.04% 0.02% 0.02% 1.04% 5/31/2016
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