Hi,
I have a Roth IRA at Schwab in which I have bought $twcgx, $jscvx, $swppx, and $umbwx. Also at schwab: a brokerage account that contains $ccasx and $swtsx as well as a rollover IRA that is currently all in cash. For the 401(k) I have decided on 45% $csrsx, 45% $vmiax, and 9% $vbilx. A list of available funds in the 401(k) is below.
Available funds: Investment Name Asset Class Ticker Symbol Vanguard Target Retirement 2015 Inv Asset Allocation VTXVX Vanguard Target Retirement 2020 Inv Asset Allocation VTWNX Vanguard Target Retirement 2025 Inv Asset Allocation VTTVX Vanguard Target Retirement 2030 Inv Asset Allocation VTHRX Vanguard Target Retirement 2035 Inv Asset Allocation VTTHX Vanguard Target Retirement 2040 Inv Asset Allocation VFORX Vanguard Target Retirement 2045 Inv Asset Allocation VTIVX Vanguard Target Retirement 2050 Inv Asset Allocation VFIFX Vanguard Target Retirement 2055 Inv Asset Allocation VFFVX Vanguard Target Retirement 2060 Inv Asset Allocation VTTSX Vanguard Target Retirement Income Inv Asset Allocation VTINX Vanguard Wellington Adm Balanced VWENX Vanguard Interm-Term Bond Index Adm Bond VBILX Key Guaranteed Portfolio Fund Fixed N/A American Funds EuroPacific Gr R5 International RERFX Fidelity Nasdaq Composite Index Large Cap FNCMX T. Rowe Price Value I Large Cap TRPIX Vanguard 500 Index Admiral Large Cap VFIAX Vanguard Mid Cap Index Admiral Mid Cap VIMAX Vanguard Mid-Cap Growth Index Admiral Mid Cap VMGMX Vanguard Mid-Cap Value Index Admiral Mid Cap VMVAX Oppenheimer Discovery Y Small Cap ODIYX Cohen & Steers Realty Shares Specialty CSRSX
What do you think?
Submitted September 23, 2017 at 08:59PM by MattEdmondsWolf http://ift.tt/2fIQP5U
