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401k Reallocation
Old 07-31-2007, 03:04 PM   #1
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401k Reallocation

Today, I called Fidelity and I rebalance my 401k portfollio as follow:

75%- Large Cap, Mid Cap, Small Cap, International
25%- Blended Fund and Bond

Investments 1 YR 3 YR 5 YR 10 YR Life

Large Cap

* VANGUARD INST INDEX
Inception Date 07/31/1990 20.55 11.66 10.72 7.17 11.19

Mid Cap

RAINIER SM/MD CAP I
Inception Date 05/02/2002 25.48 21.34 19.25 N/A 16.52

Small Cap
FPA CAPITAL
Inception Date 02/01/1968 17.19 12.84 14.74 13.25 N/A


International
* JULIUSBAER INTL EQ I
Inception Date 11/17/1999 35.20 28.54 22.46 N/A 14.19

Blended Fund Investments
* FID FREEDOM 2030
Inception Date 10/17/1996 19.40 12.76 11.71 8.19 9.25

Bond Investments

VANG TOT BD MKT INST

Inception Date 09/18/1995 6.20 3.97 4.31 5.86 5.94
I would greatly appreciate your feedback.
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Old 08-02-2007, 09:57 PM   #2
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Hi xman. In order to get some advice/suggestions, it is probably best to include more details -- age, risk tolerance, other 401k options available to you, etc.
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Old 08-03-2007, 07:36 AM   #3
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As far as other 401k funds available, I will get back to you on that.
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Old 08-03-2007, 03:40 PM   #4
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What percentages do you have allocated to each fund? 75%/25% doesn't tell me enough. Could you break down the 75%?
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