401k list of funds. How do you choose?



By admin ~ September 11th, 2009. Filed under: General.

401k list of funds. How do you choose?

This is my first time enrolling in a 401k plan and I have this list of funds in front of me to choose from. I have no idea what I am doing. What is the best way of determining which of these funds I should invest in? Websites? Talk to a professional? Thanks for the help in advance.

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4 Responses to 401k list of funds. How do you choose?

  1. admin
    First thing you want to do, is set your asset allocation. Within your allocation, you decide how much to put in stocks, bonds, and cash. Then within your stock portion, divide it into large caps, mid caps, small caps, and international.

    Here is my asset allocation. Not saying this would be right for you. But think along these lines.
    30% large caps
    10% mid caps
    05% small caps
    20% international
    25% bonds
    10% cash

    Now that you've set your asset allocation, then look at the funds available to you to fit the allocation. There are various online asset allocatiors out there. I like the one at cnnmoney.

  2. admin
    With your paperwork there should be some graphs and such that show long term how each fund has done.

    Depending on your age you will want to invest for long term. The longer you have the more risk you may be willing to take for bigger returns.

    Now is actually a great time to be investing with the market so low. As long as you are in a stable fund you money will grow rapidly.

    Who administer's the fund? They should also have a website that should help educate you.

  3. admin
    You want diversification, above all. You need to determine a suitable investment breakdown that includes:
    a. Domestic stocks.
    b. Foreign stocks.
    c. Bonds (fixed income).

    If your plan offers a suitable target retirement date fund or balanced fund, that is a good choice. There's lots of info about this on the internet.

  4. admin
    The most I would say is to go at least 80-90% equities.

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