… Vanguard, TIAA-CREF, Fidelity, Schwab. Below are the tickers, ERs in bps, and 1-yr tax-cost ratios (%) Vanguard VFIAX 5 bps, 0.31% [VFINX 17 bps, 0.29%] TIAA-CREF TIPSX 7 bps, 0.73% (TRSPX 32 bps, 0.64%) Fidelity FUSVX 7 …
… my portfolio. The way things are now, I have an S & P Index fund ( VFIAX ) that is 8% of my portfolio. Trying to be somewhat defensive, I also ..... VIGAX) would that be too much of an overlap with the S & P Index fund ( VFIAX )? Thanks.
… 36 03-19-12 Fidelity Contrafund 76.42 0.56 0.74 2,431.00 185,777.02 2.35 11-15-11 Vanguard 500 Index Admiral 125.27 -2.18 -1.71 1,264.39 158,390.26 2.00 11-15-11 Vanguard Extended Market Index …
… I have a MM fund at my bank for unexpected expenses and don't touch these funds right now. IRA Account Vanguard 500 Index Admiral 17.26% Vanguard Balanced Index Admiral 17.80% Vanguard Wellington Inv 10.78% Vanguard Wellesley …
… 30% bond Maxing ROTH, rest in Taxable (no access to 401k, 403b, 457) Domestic 35%: VG S&P 500 Index (Core fund; VFIAX ) 20% VG Mid Cap 5% VG Cap Value 10% VG REIT 5% (ROTH) International: VG total Intl (Core) 20% VG Emerging Markets …
… this out correctly? Right now I am 12% Bond, 56% US Stock, 9% Emerging Markets, 21% Cash, 2% other Here are my holdings: VFIAX , FBRVX, VGTSX, VGSTX, VBISX, CGMFX, VMMXX, OPRMQ Any Advice is greatly appreciated! Thanks! April
… Indeed, Vanguard Developed Markets Index Admiral, Vanguard Total International Stock Index Admiral, Vanguard 500 Index Admiral VFIAX , and 10 others are Gold-rated offerings. Restructuring Four Funds of Funds Vanguard recently began to …
… for 0.12%. With that in mind, let's look at some of the cheapest and best open-end index funds. Vanguard 500 Index Admiral VFIAX For just 0.06% you get exposure to the top of the market. That's quite a bargain for a minimum investment …
… do if it makes sense long-term). Simple Portfolio Class % Symbol Fund Name Domestic 33 VTSAX Total Stock Index Domestic 9 VFIAX * 500 Index Domestic 2 VSMAX* Small Cap Index Int'l 4 VTIAX* Total Int'l Stock Int'l 9 VTIAX Total Int'l Stock (more …
… provide some monthly income when needed. Thank you for your comments. Present distribution of assets 05/01/11 Joint Account VFIAX Van 500 Index Fund 10.41 VTSAX Van Total Stock Market Index Fund 13.16 VTIAX Van Total International Stock Index Fund 11 …