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re: Help Pick Funds for 529 Plan
Posted on 2/18/17 at 12:05 am to stonerolledaway
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?
1
Posted on 2/18/17 at 7:33 pm to meeple
VITPX is a total stock market index fund. there really is no need for other stock funds since it captures the entire stock market return minus the low expense ratio. The only other funds would be a bond index fund. I currently have about 60% stock and 40% bond and probably will keep that allocation for life.
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