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.
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.