Personal Investments • 401K Fund Selection

Hello All,
Looking for some insight from you all as to what funds and percentages you think would be the best path forward. Below are the selections available and what I currently have allocated is in green. Most of you have more knowledge about the subject at hand so any input is greatly appreciated.
% are -
Last Qtr - YTD - 1Y - 3Y - 5Y - 10Y (If available)


ML Guaranteed Return Account
0.54%1.03%2.03%1.83%1.76%1.71%

PGIM Total Return Bond Z
PDBZX0.44%0.56%5.08%(2.62%)0.24%2.11%5%

BlackRock LifePath Idx Ret I
LIRIX0.98%3.49%8.30%0.00%4.23%4.40%

BlackRock LifePath Idx 2050 I
LIPIX2.10%9.48%17.46%4.45%10.02%8.52%

DFA US Large Cap Value Port
DFLVX(2.96%)7.90%16.03%6.34%9.64%8.39%

Vanguard Value Index Adm
VVIAX(0.94%)8.73%15.84%7.99%10.50%9.88%29%

Fidelity 500 Index
FXAIX4.28%15.28%24.56%10.00%15.03%12.85%

JPMorgan Large Cap Growth
ADV597.18%24.74%35.82%11.02%20.52%18.04%

Vanguard Growth Index Adm
VIGAX8.66%20.50%32.77%9.90%18.78%15.33%29%

American Century Mid Cp Val R6
AMDVX(3.68%)0.99%4.50%4.29%8.11%8.12%

Fidelity Mid Cap Index
FSMDX(3.34%)4.98%12.90%2.39%9.46%9.05%9%

Delaware Ivy Mid Cap Growth Y
WMGYX(5.83%)0.78%2.24%(4.22%)9.51%10.17%

Janus Hend Small Cap Val T
JSCVX(2.96%)3.01%12.87%3.26%5.35%6.37%

Fidelity Small Cap Index
FSSNX(3.25%)1.77%10.17%(2.48%)7.04%7.16%9%

Disciplined Gro Small Cap Gro
ADV97(6.97%)28.79%32.15%5.67%16.95%12.61%

Amer Funds Intl Gr & Incm R6
RIGGX(0.04%)5.87%11.17%1.35%6.44%3.93%10%

Nuveen Intl Eq Idx R6
TCIEX(0.26%)5.54%11.34%3.02%6.59%4.47%9%

Fidelity Emerging Markets Idx
FPADX4.77%7.06%11.33%(5.41%)2.72%2.74%

Statistics: Posted by kpm357 — Sun Aug 18, 2024 11:30 am — Replies 0 — Views 6

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