Author Topic: Investment portfolio fund recommendations  (Read 1093 times)

ngriz

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Investment portfolio fund recommendations
« on: April 12, 2016, 07:49:27 PM »


I am looking for your help building my investment portfolio. I'm 27 years old  and currently contribute 8.5 percent of my pretax pay to my pension plan and 12%  to a 457 plan. I do not have any other accounts  and I am looking for an allocation that is moderate to aggressive. I have listed my fund options for both of my accounts along with expense ratios. Thank you for your recommendations.



 Pension Options:

TRRNX   T Rowe Price 2055 Fund                           .76

RNPGX (American Funds New Perspective R6)         .45

OAKIX (Oakmark International I)    .95

ODVYX (Oppenheimer Developing Markets Y)   1.05

VTIAX   (Vanguard Total Intl Stock Index Admiral)   .14

TASVX (Prudential QMA Small-Cap Value Z)   .72

VSGIX (Vanguard Small Cap Growth Index Instl)  .07

MGOAX (Victory Munder Mid-Cap Core Growth A)  1.32

ACAZX (Alger Capital Appreciation Z)  .90
           
VEIRX          (Vanguard Equity-Income Adm )   .17

 VBAIX   (Vanguard Balanced Index Fund - Inst'l)   .07

PTRQX (Prudential Total Return Bond Q)  .46



457 Plan Options:

TRRNX   (T. Rowe Price 2055 Fund)                .76

RNPGX (American Funds New Perspective R6)  .45

ARTIX (Artisan International Inv)  1.17

DODFX (Dodge & Cox International Stock)  .64

ODVYX (Oppenheimer Developing Markets Y)  1.05

VSGIX (Vanguard Small Cap Growth Index Instl)   .07

MGOAX (Victory Munder Mid-Cap Core Growth A)    1.32

NBGEX  (Neuberger Berman Genesis Fund - Trust)   .1.10

FCNTX  (Fidelity Contrafund)          .70

PRILX  (Parnassus Core Equity - Inst)   .67
           
VEIRX        (Vanguard Equity-Income Adm)  .17

VINIX       (Vanguard Institutional Index I)    .04

VBAIX     ( Vanguard Balanced Index Fund - Inst'l)  .07

PTRQX  (Prudential Total Return Bond Q)   .46
« Last Edit: April 12, 2016, 08:38:51 PM by ngriz »

NoStacheOhio

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Re: Investment portfolio fund recommendations
« Reply #1 on: April 13, 2016, 05:53:17 AM »
Those pension options are odd: Vanguard small cap but no large cap?

You might want to consider balancing between the two accounts. Buy VSGIX and VTIAX (maybe VBAIX if you want some bond exposure) in the pension, then VINIX in your 457.