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How To Make The Most of Your 401ks

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Please send us the list of investment options offered in your plan, so we can update for the latest recommendations. 

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