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Vanguard Mid Capitalization Index

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  1. Do I need a large-cap growth fund?

    Commentary

    Tue, 1 May 2012

    in Dodge & Cox Stock (DODGX) and 3% in Vanguard Equity Income (VEIPX). My portfolio also has 5% in a mid-cap index ( VIMSX ), 9% in a small-cap index (NAESX), and 10% international. I am 38/40/22 in stocks/bonds/cash. Do I need a

  2. Please help with my 401K porfolio and fund choice

    Commentary

    Wed, 4 Apr 2012

    retirement account and planning to retire at 65 if possible. Currently, I invetsted 20% PTRAX ; 20% VBTSX; 10% VIFSX;10% VIMSX ; 10% VSISX;10%VTSGX;5%BGRFX;5%SSMVX; 5%JIGRX.5%PABGX. I have additional funds avaliable and I am not sure

  3. Finding the Sweet Spot for Investors- MID CAPS

    Commentary

    Wed, 7 Mar 2012

    an overall allocation. My Favorite in my Port since 96'? MERDX . +7.4% YTD 3yr = +27% 5yr = +6% 10 yr = +8.6% VIMSX Index 3 yr = 15.5% 5yr = 0% 10 yr = 3% Scout UMBMX is another Up and Commer... If it can hold it's course.

  4. Why I still Use Blanaced Funds

    Commentary

    Sun, 26 Feb 2012

    Ports Past 10 yrs as of 2/24/2012 Portfolio's: 10 yr apy VFINX & VBIIX = 5.16% apy VFINX, VIMSX , NAESX & VBIIX = 6.75% VFINX, VIMSX , NAESX, VGTSX, VGSIX & VBIIX = 6.6% The 7 Index Coffeehouse - Portfolio The Coffeehouse Returns

  5. UMBMX or MERDIX or VIMSX - Hot MID CAP Growth ??

    Commentary

    Wed, 8 Feb 2012

    to add to my portfolio. Is UMBMX (SCOUT MID CAP) a good choice V.S MERDIX (Meridian Growth)? or Should I rather buy VIMSX - Vanguard Mid Cap INdex? I have account in WellsTrade and they told me W/T dont have selling agreement with MERDIX/Meridian

  6. UMBMX vs MERDX - Hot Mid Cap Growth

    Commentary

    Wed, 8 Feb 2012

    to add to my portfolio. Is UMBMX (SCOUT MID CAP) a good choice V.S MERDIX (Meridian Growth)? or Should I rather buy VIMSX - Vanguard Mid Cap INdex? I have account in WellsTrade and they told me W/T dont have selling agreement with MERDIX/Meridian

  7. Just play the MidCaps

    Commentary

    Wed, 8 Feb 2012

    Vanguard came out with this MID CAP Index, VIMSX and I thought, why not! It's like me ..... I gradually Dumped VFINX and Loaded up VIMSX .. Then I expanded out to Non Index Mid ..... want to have your $ , 10 yrs from now? VIMSX MERDX UMBMX Oh another reason The Big Boys

  8. Just for Fund best 15 yr funds

    Commentary

    Fri, 30 Dec 2011

    These Large Cap-Monopoly Companies and like those that Try Harder..andhaven't gottent To Greedy yet.. Mid cap to beat: VIMSX Index as the Benchmark Past 15 yrs, beaten the S&P 500-VFINX and NAESX..considerably.. MERDX +10.46%apy VFINX

  9. 60/40 Index Benchmark Port

    Commentary

    Sun, 18 Dec 2011

    15% in it per % equities it says.. So far, looks like: 40% VBILX ( VBIIX Treas & Corps) 15% VFINX ( S&P 500 ) 13% VIMSX ( Mid Cap) 13% NAESX ( Small Cap ) 13% VGTSX ( Int'l ) 6% VGSIX ( Reit) This will be a B&H for the LT % allocation

  10. Setting Up a 60/40 Index Port to Compare to BF's

    Commentary

    Thu, 15 Dec 2011

    B&H port.. I'm thinking along the lines of the following: 40% = VBIIX ( Treas & Corps) 10%- VFINX ( LC ) 10% - VIMSX ( MC ) 10%- NAESX ( SC) 10% - Micro( Haven't found that Index Yet) 10% - VGTSX ( Int'l) 10%- VGSIX ( Reit) I

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