401k Asset Allocation for a Fidelity Account
Basic Strategy
Diversification - |
|||
|
|
|
|
50% |
Domestic
Stock Funds |
|
|
20% |
International
Stock Funds |
|
|
20% |
Bonds |
|
|
|
REIT |
|
|
% |
Category |
Fund Name (ticker) |
Notes |
12.50% |
|
1.37%
expense ratio |
|
12.50% |
|
1.19%
expense ratio |
|
12.50% |
|
1.62%
expense ratio |
|
12.50% |
|
1.28%
expense ratio |
|
10.00% |
REIT |
1.49%
expense ratio |
|
20.00% |
Int'l
Global |
1.46%
expense ratio |
|
|
|
|
|
20.00% |
Bond Fund |
1.07%
expense ratio |
|
100% |
|
|
|
Total weighted expense ratio of 1.11%.
Send e-mail to: Todd <todd@thepeaches.com>