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Re: Too many funds? oystereater  04-16-2008, 2:18 PM | Post #2508893
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I wish my portfolio had performed as well as this with a weighted 3 year total return of 13% and a 5 year of 19%.   I have noticed recently more traditionally US stock funds are adding more and more foreign stocks so your allocation is 26% foreign and 58 US.  Some folks have been surprised to see the allocations in foreign increasing so much recently.  I mention this in case you had not recently checked your foreign allocation.   All funds are 5* except ARTIX and BUFTX with 4* but you already knew that probably.  If you wish to reduce your number of funds consider consolidating the following: 

Moderate allocation MNBX and LAALX

Large blend ANCFX and FAIRX

Foreign large growth ARTIX and JAOSX.

Topics FAIRX funds large blend moderate allocation View Complete Thread
 
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