Understanding vimax stock requires examining multiple perspectives and considerations. How to recreate VTSAX with VFIAX/VIMAX/VSMAX? I know it is pretty much splitting hairs, and I think I've heard before that VTSAX is mostly the S&P500 by weight (70-80%?), but is there a way to get a rough recreation of VTSAX through a combination of VFIAX, VIMAX, and VSMAX? The latter three are options in my company's 401k with no VTSAX option. In this context, judge our Asset Allocation (lazy ETF portfolio of VOO and VXF). Moreover, in fact, my main fund is VIMAX (MidCap Index).
Slightly more volatile than Total Market, and historically much better returns. A Goldilocks of billion dollar companies and brands we all know. While I'm all-US, a good chunk of Int.
Especially at current valuations in Europe, it's a nice time to start in on it. Building on this, need advise on rolling over 401k from previous employer. You will not have such flexibility on a 401 (k) plan; at best they may come close (but will rarely match) the low fees offered by Vanguard. Therefore, it's almost always in your favor to roll ...
Sticking with your AA I'd suggest VIFAX, VIMAX & VSMAX for US holdings, plus VTIAX for international exposure, VGSLX for real estate and VBTLX for bonds. That's six funds with roughly equivalent exposure to their respective holdings. Index fund "bubble" about to burst?. I'm big into Vanguard and Fidelity's Mid-Cap Index funds (VIMAX and FSCKX -fairly identical) partly because they don't have any MEGA caps that you reasonably note as a concentration problem. Please review my holdings.
Bonds/TIPS are half our age, split evenly. Real estate is 10% of holdings, increasing 1% every 5 years, up to 15% at age 50. Remaining are in stocks, 60% U.S. Another key aspect involves, i consider cash in my total allocation as well, which is equivalent to 6 month emergency fund, which causes my actual percentages excluding cash to be slightly higher than mentioned above.
That results in: Bonds = 8% ... What funds would you add for balance. Almost all in large cap, and a couple of tech stocks....will hopefully be winding this down in coming years to put into indexes but this is going to be slow going. The current holdings look a lot like Vanguards Windsor Fund at the moment. 48k in TSP: 52% C 5% G 20% I 23% S 47k in 401k: 62% Large Cap (I know, I need to ...
VIMAX vs VTSAX vs VEXAX - dividends and cap gains. I didn't account for this info when picking VIMAX. So, it is more practical to go with ...
Given higher div in VTSAX and lower expense ratio, but typically VIMAX performs better...
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