401K Recordkeeper transfer complete…

by hedy on February 16, 2011

My 401K’s transfer to a new recordkeeper is complete.  I hopped into my account to check out the new funds.  I took their “risk assessment,” which unsurprisingly suggested that I be aggressive in my strategy.  I decided to give their recommendations a shot, so my 401K is now being rebalanced to:

SAGIC Diversified Bond 60614-2%
Total Return Fund (PIMCO)-14%
Pioneer Cullen Value Fund-10%
Select Indexed Eqty Fd (Northrn Tr)-13%
Oppenheimer Rising Dividends Fund-13%
Fidelity Contrafund-5%
American Funds Growth Fund of America-5%
Perkins Mid Cap Value Fund-2%
Invesco Mid Cap Core Equity Fund-3%
Northern Mid Cap Index Fund-3%
Prudential Jennison Mid Cap Growth Fund-2%
Invesco Van Kampen Small Cap Value Fund-5%
Baron Growth Fund-6%
American Funds EuroPacific Growth Fund-7%
Thornburg International Value Fund-7%
Oppenheimer Developing Markets Fund-3%

Credit: Free images from acobox.com

Related Articles:

Post Footer automatically generated by Add Post Footer Plugin for wordpress.

Be Sociable, Share!

Leave a Comment

Previous post:

Next post: