Investing Specialists

Retirement 'Bucket' Portfolios for Schwab Supermarket Investors

Christine Benz

In previous articles, I've discussed how Fidelity, Vanguard, and T. Rowe Price investors can create Bucket retirement portfolios consisting exclusively of the house brand of mutual funds.

But what about investors who would like the latitude to graze among fund companies--a T. Rowe Price fund there, an Oakmark fund there, and a Loomis Sayles fund thrown in for good measure?

Christine Benz has a position in the following securities mentioned above: OAKLX. Find out about Morningstar's editorial policies.