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Retirement Portfolio Help
Old 08-23-2014, 08:31 PM   #1
Confused about dryer sheets
Join Date: Aug 2014
Posts: 1
Retirement Portfolio Help

Hello, I'm new to the forum and would appreciate any suggestions/comments!

I have been in American Funds (401k) and Vanguard (IRA) target retirement funds exclusively. I'm going into individual funds for more control over allocations and to reduce costs.

***(Indicates holding(s) and % of total retirement portfolio)

401k Available Options (All American Funds)w/ Ticker Symbol and Net Expense Ratio

US Government Securities
RGVEX / ER: 0.61

The Bond Fund of America
RBFEX / ER: 0.60

American Balanced Fund
RLBEX / ER: 0.65

The Income Fund of America
RIDEX / ER: 0.64

Washington Mutual Investors
RWMEX / ER: 0.65

The Growth Fund of America
RGAEX / ER: 0.68

EuroPacific Growth Fund
REREX / ER: 0.84

2010 to 2055 Target Retirement Portfolios *** (45% in 2040 TRP w/ ER: 0.77)
RDATX to RDJTX / ER: 0.70-0.85

IRA Accounts (Vanguard)

Target Retirement Fund 2040 *** (55%)
VFORX / ER: 0.18


401K - American Funds

Washington Mutual Investors *** (15%)
RWMEX / ER: 0.65

The Growth Fund of America *** (15%)
RGAEX / ER: 0.68

EuroPacific Growth Fund *** (15%)
REREX / ER: 0.84

IRA Accounts (Vanguard)

Total Bond Market Index Fund (Admiral) *** (25%)
VBTLX / ER: 0.08

Small Cap Value Index Fund (Admiral) *** (10%)
VEMAX / ER: 0.09

Emerging Market Stock Index Fund (Admiral) *** (10%)
VEMAX / ER: 0.15

FTSE All-World Ex. US Small-Cap Index Fund (Admiral) *** (10%)
VFSVX / ER: 0.40

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