Fund Pairings for Your IRA
Making the most of limited space in your IRA.
A version of this article first appeared in the April 2019 issue of Morningstar FundInvestor. Download a complimentary copy of FundInvestor by visiting the website.
Picking funds for an IRA is a little tricky. The limits on yearly contributions make it challenging to build a complete portfolio. Furthermore, it's wise to view the IRA as a complement to the rest of your portfolio rather than as a stand-alone entity. However, IRAs do have their own set of rules and implied investment horizon both on the accumulation and withdrawal sides.
Russel Kinnel has a position in the following securities mentioned above: PTTRX, LSBRX, ARTGX, VBTLX. Find out about Morningstar’s editorial policies.