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Schwab Mutual fund selection
Posted on 4/2/15 at 6:56 pm
Posted on 4/2/15 at 6:56 pm
Ok, I'm gonna move all my SEP-IRA to Schwab. Here's the mutual funds I've found that look good to me. I've got a 30 year window. How does this allocation look to the MT gurus?
LGILX - 25%
GTLLX - 25%
OAKMX - 15%
SWSSX - 15%
SWTSX - 10%
SWPPX - 10%
TIA
ETA:
LGILX
GTLLX
OAKMX
SWSSX
SWTSX
SWPPX
LGILX - 25%
GTLLX - 25%
OAKMX - 15%
SWSSX - 15%
SWTSX - 10%
SWPPX - 10%
TIA
ETA:
LGILX
GTLLX
OAKMX
SWSSX
SWTSX
SWPPX
This post was edited on 4/6/15 at 10:15 am
2
Posted on 4/6/15 at 9:50 am to white perch
Selfish self bump
Posted on 4/6/15 at 10:02 am to white perch
It definitely adds up to 100%, so good start there.
Posted on 4/6/15 at 10:28 am to iknowmorethanyou
Posted on 4/6/15 at 10:41 am to white perch
If you want to pay the fees, look at the Dodge and Cox family of funds. They are about 30bps cheaper and have a good history.
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