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American funds...time to move on... what next?
pellicola
04-14-2008, 10:33 PM | Post #2508410
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I have across a Roth IRA a SEP IRA and Traditional IRA investments with the American Funds family. Since last year my investment has gone down about $8000. I am getting ready to invest for tax year 2007 and want to choose something besides the American Funds family - mainly to diversify. I will do this via a SEP IRA... any suggestions where to put my money (approx $45K)?
Here is the breakdown of my American Funds Holdings:
ROTH IRA - AWSHX 14.7%, AGTHX 18.4%
SEP IRA - ANWPX 35.9%, AEPGX 18%
Traditional IRA - AICCX 6.3%, AWSHX 2.6%, AGTHX 2.7%, QXTZQ 1.4% (JP Morgan Muni MMKT)
After seeing some of the portfolios on this site I fear I am way underdiversified.
Any thoughts on where to put this next $45000? Thanks.
Topics
IRA
JP Morgan
Muni
retirement
Roth IRA
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