![]() Vanguard Small Cap Growth Index AdmĐ.07%ġ) 401k B does not have an ideal international fund. Expense Ratio 0.620 Expense Ratio 0.620 Distribution Fee Level Low Share Class Type Retirement, Large. Vanguard Mid-Cap Value Index AdmiralĐ.07% Price Portfolio People Parent NAV / 1-Day Return 72.56 / 1.47 Total Assets 50.0 Bil Adj. Vanguard Mid-Cap Growth Index Fund AdmiralĐ.07% Vanguard Total Bond Market Index AdmĐ.05% Funds Inc:World Fund, CSHDepot5500 - Brown Brothers Harriman, New York. MassMutual Premier Short-Duration Bd IĐ.40%Īmerican Funds American Balanced R6Đ.25%Īmerican Funds Capital World G/I R6Đ.42% Units:CHALLENGE Funds - CHALLENGE North American Equity Fund:L Class -A. ![]() (e) at any time change or implement new security procedures or features we. Wells Fargo Diversified Income Builder AdminĐ.78% (b) ensuring that your Account has sufficient funds for us to carry out any. Wells Fargo Diversified Capital Builder Adminđ.03% MetLife Stable Value Solutions Fund CL JĐ.49%Ĭolumbia Global Opportunities Inst2Đ.89% Vanguard Total Bond Market Index Adm 3.87%Ĥ01k(B) = 17,205 (4,185 is employer and 2,600 is ROTH)įIMM GOVT INST (FRGXX) 7 day yield as of 0.20%Đ.17% Tax rate: Marginal - 24%, Effective - 16% and State (NY) - 6%ĭesired asset allocation: Going to move to 85/15 (currently at 90/10)įIDELITY ZERO EXTND MARKET INDEX FUND 0.33% ![]() Student loan - 117k 3.06% 5 years(just refinanced this) Mortgage - 90k 4.125 (22 years w/o extra payments)
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