… VPCCX 15,696 1.11 Herb IRA: Vanguard Short-Term Ivsmt-Grade VFSTX 2,930 0.21 Herb IRA: Vanguard Small Cap Index VSMAX 78,729 5.57 Herb IRA: Vanguard Strategic Equity VSEQX 83,744 5.93 Herb IRA: Vanguard Total Bond Market Index VBTLX …
… between hcn and ryotx. my wife's ira is split evenly between vsmax , vemax, vlcax, vimax. do not currently need to withdraw ..... prwcx-21% fpacx-21 balance split almost evenly between vsmax ,vemax,vht,vwehx,vipsx,biv, cash i'm thinking of …
… portfolio that I am considering. (Age 33) PHYTX 16% (401K) LSBDX 16% (401K) VGSLX 4% (Roth IRA) VTSAX 16% (Taxable Account) VSMAX 16% (Taxable Account) VTIAX 16% (Taxable Account) VINEX 16% (Taxable Account) Cheers, JubeeTex
… equities, tilt toward value No size tilt One of my tax-deferred accounts consists of VSIAX, VSMAX , VTIAX, and VBMFX. My current thoughts are to dump VSMAX (to reduce my small tilt and increase my value tilt) in favor of a bond fund or two, but …
… is a decent defensive play, but income is rather meager at just 0.73% for the trailing 30 days. Vanguard Small Cap Index VSMAX Vanguard significantly improved its small-cap indexing when it switched to the MSCI US Small Cap 1750 from the Russell 2000 …
… Small/Mid-Cap index: 19.59% MSCI EAFE: 12.66% Our combined IRAs: VTIAX (Total International Stock): 18.76% VSMAX (Domestic Small-Cap): 14.36% VTSAX (Total Stock Market): 26.68% VBMFX (Total Bond Market): 6.97% Here are …
… VTSAX Total Stock Index Domestic 9 VFIAX* 500 Index Domestic 2 VSMAX * Small Cap Index Int'l 4 VTIAX* Total Int'l Stock Int ..... DFA Large Cap Value Domestic 5 VIMAX Mid Cap Index Domestic 5 VSMAX Small Cap Index Domestic 5 DFSCX DFA Microcap Int'l 4 VEUSX …
… done well, and I personally own RYLPX....but....these expense ratios are getting a little ridiculous. You can grab VSMAX for .12 ER and it's outperformed most of the Royce funds YTD. Once again, not saying royce has bads funds.....but …
… Currently I own the following funds and the proportions of each satisfy the Vanguard portfolio watch tool. Vgenx Vgpmx Viviax Vfiax Vsmax Vtiax Vgslx Vimax In addition to these funds I have the following in 401k funds: Fsemx Fsiix Fstmx Vinix Again, when all of …
Does anyone have an opinion on these two funds. Morningstar rates WAAEX an Analyst Pick, but their returns over the past 5 -10 yrs are comparable and the Vanguard fund has much lower expenses (1.27% vs .14%) Is there any reason to invest in WAAEX vs VSMAX