I have been using the suggestions I have received (so many, and thank you!) to begin examining all the things our FA has us in, the various retirement 401ks, and the options of Vanguard, so I can compare. My spreadsheet has for each, a column for where the item is (or could be had), the fund name, ticker symbol, expense ratio, YTD, 1, 5, and 10 yr yields, front end fees and load, deferred fee/load, Morningstar risk assessment, MS return assessment, number of stars, and minimum investment andVanguard's own risk assessment for their funds. Of course, for some things there are blank columns: for example, one retirement 401 K, the one that gets matching funds for a little of it, is in Vanguard target 2015; and the Tiaa-CREF stuff doesn't have Morningstar data.
But, is there any other data I need to assemble to be able to compare all these funds?
Thanks much!
But, is there any other data I need to assemble to be able to compare all these funds?
Thanks much!