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re: Help Pick Funds for 529 Plan

Posted on 2/18/17 at 7:33 pm to
Posted by stonerolledaway
the villages
Member since Jul 2011
982 posts
Posted on 2/18/17 at 7:33 pm to
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.
Posted by meeple
Carcassonne
Member since May 2011
9451 posts
Posted on 3/2/17 at 10:10 am to
quote:

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.

What fund is this within the LA START options? The only thing close to it that I see is the "Louisiana Principal Protection Fund."

quote:

Louisiana Principal Protection Fund: This fund is the most conservative START Saving Program investment plan and is managed by the Louisiana State Treasurer. This fund invests 100% of Deposits and interest earned thereon in Fixed Earnings investments such as government and corporate bonds, notes, and certificates of deposit. The State guarantees the return of your principal so you cannot lose money, but it does not guarantee any particular investment return. Every other fund involves some risk of loss of principal.
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