fund ; STOCK funds--- Large cap--- TWEIX—American century equity income; STFAX---state street equity 500 index; RGAGX —American funds growth funds of America; midcap--- TRMCX- T rowe price mid cap value fund ;NMPAX—Colombia midcap index
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
Delaware Diversified Income Instl RFNGX American Funds Fundamental Investors R6 RICGX American Funds Invest. Co. of America R6 RGAGX American Funds Growth Fund of America R6 MEIJX MFS Value R4 ACTWX Columbia Acorn Select Z NAMAX Columbia Mid Cap Value Z ABYSX
Investors R6 RICGX American Funds Invest. Co. of America R6 RGAGX American Funds Growth Fund of America R6 MEIJX MFS Value R4 ..... first pass at an asset allocation recommendation for him is: RGAGX 25% PSCZX 25% ODVYX 20% MWELX 10% DPFFX 10% ABYSX 5% CSRSX
thoughts on these positions? This is the first time i am participation thru employer plan. pttrx has 20% of total allocation rgagx has 10% of total allocation vwnax has 20% of total allocation artqx has 10% of total allocation lrsyx has 20% of total allocation
FUND ARTMX MIDCAP -0.22 10.08 48.38 11.23 9.60 7.03 N/A 6/27/1997 1.29% GROWTH FUND OF AMERICA CL R-6 RGAGX N/A -1.63 4.76 28.06 N/A N/A N/A 20.73 5/1/2009 0.34% BLEND VANGUARD SMALL CAP INDEX FUND VSISX SMCAPSGL
FUND ARTMX MIDCAP -0.22 10.08 48.38 11.23 9.60 7.03 N/A 6/27/1997 1.29% GROWTH FUND OF AMERICA CL R-6 RGAGX N/A -1.63 4.76 28.06 N/A N/A N/A 20.73 5/1/2009 0.34% BLEND VANGUARD SMALL CAP INDEX FUND VSISX SMCAPSGL
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
about my proposed 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
plan: Large Cap Funds: Dodge & Cox Stock Fund (DODGX) Fidelity Contrafund (FCNTX) American Funds Gro Fund of America R6 ( RGAGX ) Vanguard Institutional Index Ins Pl (VIIIX) Mid Cap Funds: Fidelity Low Priced Stock Fund (FLPSX) Vanguard Mid Capitalization