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gacutil
06-09-2008, 3:57 PM | Post #2526573 |
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We would like to have about 65% in stocks (65/35 ratio) with 10% of international stocks.
Her 401K at Vanguard offers the following funds:
Windsor II VWNFX
Total Bond VBMFX
Target Retiremend Funds 2005 through 2050
Small-Cap Index Fund NAESX
Star Fund VGSTX
Primecap Fund VPMCX
International Growth VWIGX
Inflation-Protected Securities VIPSX
Explorer Fund VEXPX
Capital Opportunities VHCOX
500 Index VFINX
Third Avenue Value TAVFX
Oppenheimer Global A OPPAX
Dodge & Cox Balanced DODBX
Davis NY Venture A NYVTX
Artisan International ARTIX
His 401K at Fidelity (was rolled over by his previous company). We plan to keep as a Traditional Roth. I assume we will have most of Fidelity funds available.
His new 401K at Principal:
Vanguard Windsor II VWNFX 45%
Vanguard Intermediate-Term US
Treasury Fund VFIUX 35%
Principal Small-Cap Stock Index 20%
Appreciate any input
Lana
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