Thread: Anybody Read Their End-of-Year Mutual Fund Statements?
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Old 01-13-2009, 10:27 PM
suginami suginami is offline
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Join Date: Dec 2001
Location: Southern California, U.S.A.
Posts: 8,538
My 401K is in a Principal Financial Group Target Retirement mutual fund. Last year the fund kept about 73% of the fund in stocks and 27% in bonds and cash. The total return last year was minus 37%

My Rollover IRA and Roth IRA's are with Vanguard, and both IRA's are in one of Vanguard's Target Retirement funds. The fund was down 33% last year.

Which proves another point I'm always making about the benefits of index funds relative to actively managed funds.

Both Target Retirement funds have similar asset allocations, but Vanguard's fund outperformed Principal's by 4%. Vanguard's Target Retirement fund is invested mainly in index funds, and Principal's is invested mainly in their actively managed funds.
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2001 E430, Bourdeaux Red, Oyster interior.
79,200 miles.

1973 280SE 4.5, 170,000 miles. 568 Signal Red, Black MB Tex. "The Red Baron".
Last edited by suginami; 01-13-2009 at 10:34 PM.
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