m****n
发帖数: 67 | 1 有一个退休帐户里的投资可选种类有这么几个funds，请大家看看哪个或哪几个不错：
JPMorgan Investor Balanced Fund - OGIAX
JPMorgan Equity Index Fund - HLEIX
BlackRock Capital Appreciation Fund - MDFGX
BlackRock Small Cap Growth Equity Portfolio - CSGEX
Royce Premier Fund - RYPRX
T. Rowe Price International Growth & Income - TRIGX
DWS Global Thematic Fund - SGQAX
Federated Government Ultrashort Duration Fund - FGUAX
American Century Diversified Bond Fund - ADFIX
多谢建议先！ | S**C
发帖数: 2964 | 2 IMHO, your plan lineup are solid. The following are reasonably good.
JPMorgan Equity Index Fund - HLEIX tracks S&P 500 with 0.2% ER, very good.
Royce Premier Fund - RYPRX is excellent in S/Mid-Cap space, but right now S/
Mid-Cap may not be the good place to be in.
T. Rowe Price International Growth & Income - TRIGX is the only
international option you have, and I like its value tilt.
American Century Diversified Bond Fund - ADFIX is a decent bond fund.
You can have a solid and well diversified AA with these four funds.
Outside your 401(k) plan, you may want to consider adding some emerging
market equity and global bonds exposure to compensate your lack of these in
your 401(k). | m****n
发帖数: 67 | 3 SOFC, thanks a lot for your nice and informative suggestions!
S/
in
【在 S**C 的大作中提到】
: IMHO, your plan lineup are solid. The following are reasonably good.
: JPMorgan Equity Index Fund - HLEIX tracks S&P 500 with 0.2% ER, very good.
: Royce Premier Fund - RYPRX is excellent in S/Mid-Cap space, but right now S/
: Mid-Cap may not be the good place to be in.
: T. Rowe Price International Growth & Income - TRIGX is the only
: international option you have, and I like its value tilt.
: American Century Diversified Bond Fund - ADFIX is a decent bond fund.
: You can have a solid and well diversified AA with these four funds.
: Outside your 401(k) plan, you may want to consider adding some emerging
: market equity and global bonds exposure to compensate your lack of these in
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