How to make the most of your 401(k) plan     All 401(k) Plans     Disclaimer

IBM

Fund Symbol Aggressive Moderate Conservative
DFA U.S. Core Equity DFEOX 11% 6% 4%
DFA U.S. Vector Equity DFVEX 11% 7% 5%
DFA U.S. Small Cap DFSTX 11% 6% 4%
DFA U.S. Targeted Value DFFVX 12% 8% 5%
DFA Global Real Estate Sec. DFGEX 10% 6% 4%
DFA Large Cap International DFLAX 9% 5% 3%
DFA International Value DFIVX 9% 6% 4%
DFA International Small Co DFISX 9% 5% 3%
DFA Intl. Vector Equity DFVQX 9% 6% 4%
DFA Emerging Markets DFEMX 4% 2% 2%
DFA Emerging Mkt. Value DFEVX 5% 3% 2%
Vanguard Inter. Term Tsy. VFITX 0% 20% 20%
Vanguard Short Term Tsy. VFISX 0% 12% 18%
Vanguard Infl. Prot. Sec. VIPSX 0% 8% 12%

The recommendations are all taken from the Mutual Fund Window. It is my understanding that there is no additional cost to use this service. For those willing to have some of their 401(k) in the regular offerings, consider substituting the Income Interest Fund for the Vanguard Short Term Treasury Fund.

 

LAST UPDATED: MONDAY, OCTOBER 20, 2014