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Started By
Message
IRA mutual fund selection
Posted on 11/24/14 at 5:56 pm
Posted on 11/24/14 at 5:56 pm
what do you gurus think about
ETCGX - evenrude gilead c
JMCCX - JP Morgan midcap equity c
LADCX - lord abbett developing growth c
PMBCX - Principal midcap c
25% to each
I've got a 30 year horizon
TIA
ETCGX - evenrude gilead c
JMCCX - JP Morgan midcap equity c
LADCX - lord abbett developing growth c
PMBCX - Principal midcap c
25% to each
I've got a 30 year horizon
TIA
4
Posted on 11/24/14 at 6:25 pm to white perch
You have 75% of your assets in the mid cap growth catagory.
They are getting good years now but will get murderedl in the down years.
Furthermore, some of those are somewhat high fees.
If you still want the high risk profile, I would kill ETCGX and replace it with VWINX. Or do it yourself with index funds at around 10% bonds and 15% large cap value.
Just remember to rebalance.
They are getting good years now but will get murderedl in the down years.
Furthermore, some of those are somewhat high fees.
If you still want the high risk profile, I would kill ETCGX and replace it with VWINX. Or do it yourself with index funds at around 10% bonds and 15% large cap value.
Just remember to rebalance.
Posted on 11/25/14 at 5:04 am to white perch
Why are you buying C shares. They generally have 1 percent added to the expense forever. If you are playing on holding these funds a B may be better. If the dollar amounts are high enough look at A shares since the loads are waved at high dollar purchases. The best of all is the I share or institutional. No loads no added fees at all. Need big money or a money manager that has access.
Posted on 11/25/14 at 5:40 am to white perch
What kind of account is this being held in?
Posted on 11/25/14 at 7:18 am to Janky
SEP-IRA
Posted on 11/25/14 at 9:15 am to white perch
I would consider replacing PMBCX or JMCCX with PVSCX.
Posted on 11/26/14 at 10:00 pm to Janky
Alright, how about PVSCX, ETCGX, PMBCX, and LADCX
These are all 5 star
Seems to be pretty aggressive, very heavily weighted to growth stocks.
Again, I've got 30 years until retirement.
TIA
These are all 5 star
Seems to be pretty aggressive, very heavily weighted to growth stocks.
Again, I've got 30 years until retirement.
TIA
Posted on 11/27/14 at 5:24 am to white perch
USNQX nasdaq 100. Five star rated fund.
Posted on 11/27/14 at 9:44 am to white perch
Why you wanna pay such high fees for 30 years?
Posted on 11/28/14 at 8:48 am to white perch
quote:
PMBCX
PMBCX seems to be closed
personally, I wouldn't be buying load funds. As I've posted here a number of times, they virtually all get beat over the long term by their target indexes. Studies show that the chances of any of those funds beating the market over 30 years are extremely slim.
Posted on 11/30/14 at 4:59 pm to white perch
quote:
Alright, how about PVSCX, ETCGX, PMBCX, and LADCX
These are all 5 star
You do know that the star system is based on past performance right?
Also I would stay away from C shares as someone has stated there is an additional 1% fee that would typically go to an advisor.
Posted on 11/30/14 at 6:49 pm to BJ titsnbeer
Perch - aren't you a physician.
Do what I did - after ACA passed, I put $50k each on the Vanguard, T.Rowe and Fidelity health care mutual funds.
Profit.
In fact, lots of Profit!
Do what I did - after ACA passed, I put $50k each on the Vanguard, T.Rowe and Fidelity health care mutual funds.
Profit.
In fact, lots of Profit!
Posted on 12/1/14 at 12:36 pm to matthew25
What do you guys think about FOCPX?
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