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re: Help Pick Funds for 529 Plan
Posted on 2/16/17 at 9:39 am to meeple
Posted on 2/16/17 at 9:39 am to meeple
If you were 100% in VITPX, that is aggressive being 100% in stocks. Not sure what 'aggressive age-based' fund means but if it is not an index fund it probably has higher expense ratio and other costs trying to be 'aggressive'.
This post was edited on 2/16/17 at 9:40 am
Posted on 2/16/17 at 2:22 pm to stonerolledaway
I went with the following 3:
VITPX 70% .02% expense ratio 12.77% 2016 return
VSMAX 15% .08 expense ratio 18.30% 2016 return
VIMAX 15% .08 expense ratio 11.22% 2016 return
VITPX 70% .02% expense ratio 12.77% 2016 return
VSMAX 15% .08 expense ratio 18.30% 2016 return
VIMAX 15% .08 expense ratio 11.22% 2016 return
Posted on 2/18/17 at 12:05 am to stonerolledaway
quote:
If you were 100% in VITPX, that is aggressive being 100% in stocks. Not sure what 'aggressive age-based' fund means but if it is not an index fund it probably has higher expense ratio and other costs trying to be 'aggressive'.
VITPX has served me well. Regarding the age based fund, it has an ER of 0.15%. That seems high. Should I look at moving this to other funds?
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