SVHoper
Recycles dryer sheets
Hi,
I plan to change future 401k allocations from 100% VGSIX as I think we have accumulated sufficient REIT for now (currently ~ 6% Net Worth) to an even mix of TISCX (TIAA-CREF Social Choice Equity), RGAFX (American Funds Growth Fund), TASCX (Third Avenue Small Cap Value), FLPSX (Fidelity Low Price Stock) and DODGX (Dodge and Cox Stock).
Performance is my main concern. I don't mind volatility - I didn't sell anything over recent crash and accidentally bought more REIT as that was the unchanged allocation. I have looked at past performance over various time periods... but cannot conclude from this why I should prefer any one of these funds over the others. I noticed that DODGX has not performed as well recently, and I thought that might be a reason for overweight. I understand they have differences e.g. FLPSX more foreign and TISCX zero foreign, but I don't have a desired asset allocation and will likely want to allocate funds before I can describe my asset allocation. I intend to correct any misallocation with new funds.
I was wondering if anyone might be willing to share reasons for underweighting or overweighting any of these funds.
Thanks again.
I plan to change future 401k allocations from 100% VGSIX as I think we have accumulated sufficient REIT for now (currently ~ 6% Net Worth) to an even mix of TISCX (TIAA-CREF Social Choice Equity), RGAFX (American Funds Growth Fund), TASCX (Third Avenue Small Cap Value), FLPSX (Fidelity Low Price Stock) and DODGX (Dodge and Cox Stock).
Performance is my main concern. I don't mind volatility - I didn't sell anything over recent crash and accidentally bought more REIT as that was the unchanged allocation. I have looked at past performance over various time periods... but cannot conclude from this why I should prefer any one of these funds over the others. I noticed that DODGX has not performed as well recently, and I thought that might be a reason for overweight. I understand they have differences e.g. FLPSX more foreign and TISCX zero foreign, but I don't have a desired asset allocation and will likely want to allocate funds before I can describe my asset allocation. I intend to correct any misallocation with new funds.
I was wondering if anyone might be willing to share reasons for underweighting or overweighting any of these funds.
Thanks again.