… Value 37,024 8.51 N/A 401(k): Allianz NFJ Dividend Value NFJEX 6,055 1.39 401(k): Allianz NFJ Small Cap Value PSVIX 11,350 2.61 401(k): American Funds Capital World RWIFX 15,883 3.65 401(k): American Funds Growth Fund of Amer …
… 07 Vanguard Wellington Adm 5 997.56 50,296.72 PIMCO Total Return Instl 5 643.45 6,942.79 Allianz NFJ Small Cap Value Instl 5 326.84 8,847.61 Thornburg International Value I 5 276.13 6,530.56 Vanguard Total Stock …
… of our U.S.-stock funds, our international-stock funds, and our bond funds. We replaced Allianz NFJ Small Cap Value PSVIX with Royce Special Equity RSEIX. We like the Allianz fund, but NFJ wanted to reduce its asset base for this fund, so it decided …
… but i recenly change it. Righn now i have invested 40% in PSVIX , 40% in HAINX and 20% in FTGRX. I copy all my funds available ..... 5/14/2001 0.21% VALUE ALLIANZ NFJ SML CAP VALUE INST PSVIX SMCPVL -1.20 7.70 32.88 8.25 7.59 11.56 N/A 10 …
… but i recenly change it. Righn now i have invested 40% in PSVIX , 40% in HAINX and 20% in FTGRX. I copy all my funds available ..... 5/14/2001 0.21% VALUE ALLIANZ NFJ SML CAP VALUE INST PSVIX SMCPVL -1.20 7.70 32.88 8.25 7.59 11.56 N/A 10 …
… disagree. Thanks. Currently, I hold: DODIX * VBISX* VWELX * FSICX BERIX * UMBWX * FLPSX FCNTX JMCVX * VIPSX FLTMX GIM PAUDX PSVIX In addition, what percentage of a portfolio should someone devote to a "core" holding? 10%, 15%? More?
… follows: Harbor Bond Inst HABDX, Lord Abett Growth & Inc I LWSYX, ING Large Cap Growth I IEIHX, Matthews Asia Dividend Investor MAPIX, & Allianz NFJ Small Cap Fund PSVIX . I plan to place approx. $25,000 in each fund any thoughts???
… 62 4.23 6.91 -7.53 FEUGX Federated Adjustable 1.29 1.82 -0.19 -0.03 0.64 3.98 4.16 3.75 -0.22 PSVIX Allianz NFJ Small Ca 2.08 8.04 -0.19 -0.19 2.74 -0.13 4.26 11.37 6.14 PTTRX PIMCO Total Return I 3.36 …
Hi Folks - I need some recommendations on if I should restructure/reallocate my portfolio. I want to stay in the Vanguard family of funds. Here's some info to help: · Almost 64 years of age– borne 1946 · 2 years from retirement – would like to remain employed till I reach age 66 (full SocSec) · Have tendency to be too aggressive (remember Global Crossing & Metro Media Fiber Network?), but I’m too close to retirement and need to be more risk averse · Goal is to produce $25-30K annual income for spouse and myself during retirement · My current 401k uses select BlackRock funds, and I recently transferred or rolled-over 100% of 401k to Vanguard STAR traditional IRA because I didn’t like my 401k fund choices as well as VG · I continue to maximize contributions in 401k and will roll-over into Vanguard when I retire · If all goes as planned, I expect to have the following retirement monthly income: $1,200 pension + $2,000 SocSec (mine) + $1,000 SocSec (spouse) = $4,200. Below is current Portfolio – please recommend reallocation using Vanguard funds or should I just stay in the STAR fund? Name Shares Held $ Market Value % Weight Morningstar Rating For Funds Morningstar Rating For Stocks Cash in CDs 349,000.00 349,000.00 47.47 LG Cap Stock 283.4 15,516.15 2.11 3 BlackRock Basic Value I 94.49 2,288.60 0.31 4 BlackRock Global Allocation I 30.83 561.07 0.08 4 ING International Value I 82.39 941.75 0.13 3 Allianz NFJ Small Cap Value Instl 88.19 2,309.59 0.31 5 PIMCO Total Return Instl 201.56 2,223.18 0.3 5 American Funds Growth Fund of Amer R5 80.59 2,270.11 0.31 4 BlackRock S&P 500 (No Ticker) 101.85 2,273.25 0.31 2 Thornburg International Value I 87.31 2,233.44 0.3 5 Vanguard STAR 19,335.21 349,967.26 47.6 4 Vanguard Total Stock Mkt Idx 193.91 5,592.45 0.76 3 Totals 735,176.86 99.99 3.99 3 Thanks in advance for your help/recommendations. Regards, Gone Fishing
… cheapest retail share classes. Allianz NFJ Small Cap Value PSVIX is closed to new investors, and Morgan Stanley U.S. Real ..... Here's the rest of the lineup: Allianz NFJ Small Cap Value PSVIX We introduced you to this gem when it reopened in 2008, but …