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Hello!
A friend of mine is asking which would be a good choice for her company 401K,
She is contributing up to the match and has the following choices available.
003008 - Reed, Conner and Birdwell, Inc. .85 ER
007808 - ABN AMRO Stable Value .5 ER
025208 - FMT/Royce Micro-Cap Inv 1.81 ER
025808 - FMT/Vanguard GNMA .5 ER
032108 - Eagle Global Advisors, LLC .81 ER
032408 - Smith Group Asset Management .75
052209 - LifeStyle Income and Conservative Growth Strategy .62 ER
052309 - LifeStyle Conservative Growth Strategy .7 ER
052409 - LifeStyle Moderate Growth Strategy .80
052509 - LifeStyle Aggressive Growth Strategy .87
056408 - Washington Capital Management .85
062708 - NWQ Investment Management, LLC .8
062908 - Tradewinds NWQ Global Investors, LLC 1.0
067208 - FMT/American Funds Growth Fund of Amer. R4 .75 ER
069208 - FMT/iShares Russell Mid-Cap Value Index ETF .66
069308 - FMT/iShares Russell Mid-Cap Growth Index ETF .60 ER
075008 - Metropolitan West Capital Mgmt, LLC Small Cap Value .85 ER
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The current allocation is
70 % LifeStyle Aggressive Growth Strategy .87
10% Eagle Global Advisors, LLC .81 ER
10 % Tradewinds NWQ Global Investors, LLC 1.0
10 % Company Stock (Regional Bank)
Thank you,
-Fatman
The account is currenly under 5K and I recommended the Midcap Value as a sole holding.
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