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Which fund would you select?

Posted on 3/9/17 at 9:51 pm
Posted by SpanishFortTiger
Spanish Fort, Alabama
Member since Dec 2014
1662 posts
Posted on 3/9/17 at 9:51 pm
Between the Rowe Price Blue Chip and Vanguard Structured Large-Cap Equity fund. 7-10 year play, $5k per year investment.
Posted by foshizzle
Washington DC metro
Member since Mar 2008
40599 posts
Posted on 3/9/17 at 10:26 pm to
Why those two and none others?

What are the expense ratios?

What are your goals with these funds?
Posted by SpanishFortTiger
Spanish Fort, Alabama
Member since Dec 2014
1662 posts
Posted on 3/10/17 at 5:46 am to
Why those two and none others?

After my research I'm selecting between these two

What are the expense ratios?

under .85% for both

What are your goals with these funds?

7 to 10 year growth that exceeds the return rate of a targeted retirement fund
Posted by slackster
Houston
Member since Mar 2009
84995 posts
Posted on 3/10/17 at 6:57 am to
quote:

After my research I'm selecting between these two


Why not both?
Posted by SpanishFortTiger
Spanish Fort, Alabama
Member since Dec 2014
1662 posts
Posted on 3/11/17 at 9:25 am to
I am allocating $ from my Roth IRA contributions. Should split it out or pick one for the $5,500?
Posted by agdoctor
Louisiana
Member since Dec 2004
3142 posts
Posted on 3/11/17 at 9:32 am to
I have had Blue Chip fir years in a taxable account. In my opinion it's basically a tax manged S&P500 index fund. It follows the index pretty close but the manger sells off some losers so the tax hit isn't too bad. In an IRA that wouldn't matter and you might look at something that pays more in dividends like Price Capital Appreciation Fund
Posted by SpanishFortTiger
Spanish Fort, Alabama
Member since Dec 2014
1662 posts
Posted on 3/11/17 at 9:45 am to
I liked that fund but it's closed to new investors.
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