Hi All,
I recently got access to HSA account and I have put 100% in sp500 in ishares WFSPX. I also have old account where i had put in vtsax. Comparatively, this is not great as vtsax is $70-$80 per share, but this one is $375. Also wanted to diversify in others. Can you help me on this. right now i am not dependent on this money but would like to know which one of the below has more value per dollar. Please help me set this up diversify. If i have to blindly diversify i take all the options and split is equally, but not sure that is good.
FUND NAME TICKER BALANCE CURRENT % NEW %
AMERICAN CAP WRLD GR & INC F2 WGIFX $0.00 0% %
AMERICAN INTL GRW AND INCM R6 RIGGX $0.00 0% %
BLACKROCK EQUITY DIVIDEND CL K MKDVX $0.00 0% %
BLACKROCK HIGH YIELD BOND BRHYX $0.00 0% %
CARILLON SCOUT MID CAP FUND R6 CSMUX $0.00 0% %
CLEARBRIDGE SMALL CAP GROW IS LMOIX $0.00 0% %
CLEARBRIDGE APPRECIATION IS LMESX $0.00 0% %
COHEN STEERS GLOBAL REALTY Z CSFZX $0.00 0% %
COLUMBIA MID CAP INDEX INST NMPAX $0.00 0% %
COLUMBIA SMALL CAP INDEX INST NMSCX $0.00 0% %
HARTFORD SCHRODERS EMG MKTS EQ SEMTX $0.00 0% %
ISHARES MSCI TOTAL INTL IDX K BDOKX $0.00 0% %
ISHARES S&P 500 INDEX CL K WFSPX $1000 100% %
ISHARES US AGG BOND INDEX CL K WFBIX $0.00 0% %
MAINSTAY LARGE CAP GROWTH CL I MLAIX $0.00 0% %
NORTHERN GLBL SUSTAIN IDX NSRIX $0.00 0% %
NUVEEN SMALL CAP VALUE FUND R6 FSCWX $0.00 0% %
PIMCO COMMODITY REAL RET STR I PCRIX $0.00 0% %
PIMCO LOW DURATION FUND CL I PTLDX $0.00 0% %
PIMCO TOTAL RETURN FUND CL I PTTRX $0.00 0% %
VANGUARD FTSE SOCIAL INDEX ADM VFTAX $0.00 0% %
VANGUARD INFLTN-PROTD SECS ADM VAIPX $0.00 0% %
VANGUARD LIFESTRATEGY GROW INV VASGX $0.00 0% %
VANGUARD LIFESTRT CNSRV GR INV VSCGX $0.00 0% %
VANGUARD LIFESTRTGY MOD GR INV VSMGX $0.00 0% %
VANGUARD TARGET RET 2015 INV VTXVX $0.00 0% %
VANGUARD TARGET RET 2020 INV VTWNX $0.00 0% %
VANGUARD TARGET RET 2025 INV VTTVX $0.00 0% %
VANGUARD TARGET RET 2030 INV VTHRX $0.00 0% %
VANGUARD TARGET RET 2035 INV VTTHX $0.00 0% %
VANGUARD TARGET RET 2040 INV VFORX $0.00 0% %
VANGUARD TARGET RET 2045 INV VTIVX $0.00 0% %
VANGUARD TARGET RET 2050 INV VFIFX $0.00 0% %
VANGUARD TARGET RET 2055 INV VFFVX $0.00 0% %
VANGUARD TARGET RET 2060 INV VTTSX $0.00 0% %
VANGUARD TGT RETIREMNT INC INV VTINX $0.00 0% %
VAN TOTAL WORLD STOCK IDX ADM VTWAX $0.00 0% %
VOYA SMALL COMPANY R6 VYSEX $0.00 0% %
Thanks
H2R