Me (31), wife (27) no kids but planning on soon, goal is aggressive growth 85/15. 401k American Funds EuroPacific R6 RERGX 0.5 7.0% Calamos Growth Fund I CGRIX 1.01 13.1% American Funds New Perspective R6 RNPGX 0.46 13.9% PIMCO Total
33% TAXABLE VWINX 1.59% TAXABLE VWELX 10.85% ROTH IRA VWENX 6.86% 401K FDGRX 10.08% 401K PMEGX 25.48% 401K RERGX 16.67% 401K GWEIX 5.13% 401K FVHIX 2.05% 401K VBTIX 12.94% TOTAL 100.00% FUND TYPES: CASH 8.33% BONDS 22
I own both RGAGX and RERGX in a company 401k plan. The funds have declined this last year because of Euro concerns but still garner positive write-ups
of setting up his first 401K. This is the list of the funds in which he may invest: ODVYX Oppenheimer Developing Markets Y RERGX American Funds EuroPacific Growth R6 ACITX American Century Inflation Adjusted Bond Inv DPFFX Delaware Diversified Income Instl
appears to be moderately risky. The funds available to him in his plan are as follows: ODVYX Oppenheimer Developing Markets Y RERGX American Funds EuroPacific Growth R6 ACITX American Century Inflation Adjusted Bond Inv DPFFX Delaware Diversified Income Instl
Jan 1 -- currently 57%) CREF Stock VA===>CREF Stock VA TRLGX===>TRLGX (TRP Institutional Lg Gr) RERFX===> RERGX (American Europacific Gr) TRGMX, TRVRX (MC growth, value)===>VEMSX (VG mid/sm Gr Idx) (but 1/3 going to FI
EPD 2, PCL 2, GLD 3, COW 2, WY 2, NOK 2, T 2 Cash: 6% Non-Taxable: 53% Brokerage: 4 FDMMX 4 401K: 27 VINIX 9, RERGX 4, PTTRX 14 Annuity: 6 FSICX 6 IRA: 16 APOIX 3, LSBRX 3, FFRHX 2, PCRDX 3, RWR 3, MERFX 2 This is my target allocation
account includes: FSRPX, FSTCX, AZN, BMY, LLY, GE, JNJ, PFE, and PG. 401ks and IRAs include: TSP C Fund, CPB stock, RERGX , RGAGX, PRSVX, VEIRX, VINIX, VGTSX, VBMFX, PRSVX, VGHAX, UMBIX, SLMCX, FTCHX, FSPCX. We haven't managed as prudently
Equity Income* VEIRX MainStay Large Cap Growth I MLAIX Royce Pennsylvania Mutual PENNX American Funds EuroPacific Growth R6* RERGX Vanguard Prime Money Market Institutional* VMRXX PIMCO Real Return* PRRIX PIMCO Total Return* PTTRX TIAA Traditional T
asset allocation? Taxable: vmmxx - 11% Taxable: vwenx - 11% Roth IRA: vwelx - 6% 401k nbgix - 16% 401k rgagx - 16% 401k rergx - 16% 401k pmegx - 16% 401K stable value fund - 7% I have always been stock investor, would like to start adding to bonds