Hey guys, what do you think about this asset allocation for a 24 year old?
Average weighted expense ratio is about 0.65%
Instant X-Ray gives me this:
Cash 1.47
U.S. Stocks 58.52
Foreign Stocks 29.88
Bonds 9.33
Other 0.80
Not Classified 0.00
How's this look? Any suggestions?
- Weights Name Ticker Category Exp Ratio
- 30% DWS EAFE® Equity Index Fund - Institutional Class BTAEX Foreign Large Blend 0.53%
- 24% DWS Dreman High Return Equity Fund - Institutional Class KDHIX Large Value 0.74%
- 16% Goldman Sachs Mid Cap Value Fund - Institutional Class Shares GSMCX Mid-Cap Value 0.77%
- 10% DWS RREEF Real Estate Securities Fund - Institutional Class RRRRX Specialty-Real Estate 0.55%
- 10% Wells Fargo Advantage Small Cap Growth Fund - Institutional Class WFSIX Small Growth 0.90%
- 5% DWS High Income Fund - Institutional Class KHYIX High Yield Bond 0.67%
- 5% DWS US Bond Index Fund - Institutional Class BTUSX Intermediate-Term Bond 0.36%
Average weighted expense ratio is about 0.65%
Instant X-Ray gives me this:
Cash 1.47
U.S. Stocks 58.52
Foreign Stocks 29.88
Bonds 9.33
Other 0.80
Not Classified 0.00
How's this look? Any suggestions?