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ccostantino

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  1. So, I finally have enough of a paycheck to start putting away for retirement and I am MIND BOGGLED by my options. I have a list of my available options and need some help!! Should I opt for the easy managed version and lose out on potential extras later or is it worth my time to dig in and figure these out? It all seems so foreign. 1 Yr 3 Yr 5 Yr 10 Yr Life As of Large Cap Growth FID CONTRAFUND K Inception Date 05/17/1967 12.57% 16.73% 12% 14.22% 12.49% 10/31/2019 % HARBOR CAP APP RET Inception Date 12/29/1987 13.73% 18.21% 12.85% 14.59% 11.73% 10/31/2019 % Large Cap Blend VANG INST INDEX PLUS Inception Date 07/31/1990 14.32% 14.89% 10.77% 13.69% 9.91% 10/31/2019 % Large Cap Value DODGE & COX STOCK Inception Date 01/04/1965 6.54% 12.3% 8.63% 12.6% 11.01% 10/31/2019 % JH DISCPL VALUE R6 Inception Date 01/02/1997 6.53% 11.24% 6.98% 11.57% 8.61% 10/31/2019 % Mid-Cap Growth WM BLAIR SMIDCP GR I Inception Date 12/29/2003 13.54% 19.13% 12.78% 15.31% 11.08% 10/31/2019 % Mid-Cap Blend VANG EXT MKT IDX ISP Inception Date 12/21/1987 9.04% 12.14% 8.1% 13.32% 10.63% 10/31/2019 % Small Cap Growth WASATCH SM CAP GR IS Inception Date 12/08/1986 View Restrictions 14.52% 17.8% 11.31% 14.13% 12.1% 10/31/2019 % Small Cap Value VI SM-CAP VAL R6 Inception Date 03/30/2004 1.67% 7.74% 4.93% 11.64% 8.06% 10/31/2019 % DFA US TARGET VALUE Inception Date 02/23/2000 0.88% 7.04% 4.8% 11.5% 10.45% 10/31/2019 % Foreign FID DIVERSIFD INTL K Inception Date 12/27/1991 16.14% 9.02% 5.26% 6.67% 8.15% 10/31/2019 % TIF INTL EQ SER PRIM Inception Date 10/18/1990 1.82% 4.3% 1.63% 3.77% 7.25% 10/31/2019 % TMPL INST FRGN SM CO Inception Date 10/21/2002 9.64% 7.46% 4.95% 7.65% 10.39% 10/31/2019 % DFA INTL SMALL CO I Inception Date 09/30/1996 6.44% 6.81% 5.82% 7.54% 6.73% 10/31/2019 % VANG TOT INTL STK IP Inception Date 04/29/1996 11.1% 7.93% 3.95% 5.16% 4.7% 10/31/2019 % Diversfd Emerging Mkts DFA EMERG MKTS VAL I Inception Date 04/01/1998 4.83% 5.7% 2.14% 2.81% 9.37% 10/31/2019 % NB EMERG MKTS EQ R6 Inception Date 10/08/2008 14.72% 7.46% 3.83% 4.24% 8.06% 10/31/2019 % International HTFD INTL SM CO Y Inception Date 04/30/2001 -0.06% 3.92% 2.87% 6.83% 7.62% 10/31/2019 % Blended Investments Investment Average Annual Returns Desired % 1 Yr 3 Yr 5 Yr 10 Yr Life As of Asset Allocation BLKRK LP IDX 2020 K Inception Date 05/31/2011 11.93% 7.36% 5.45% N/A 6.1% 10/31/2019 % BLKRK LP IDX 2030 K Inception Date 05/31/2011 12.81% 9.24% 6.5% N/A 7.12% 10/31/2019 % BLKRK LP IDX 2040 K Inception Date 05/31/2011 13.33% 10.83% 7.33% N/A 7.93% 10/31/2019 % BLKRK LP IDX 2050 K Inception Date 05/31/2011 13.71% 11.42% 7.67% N/A 8.36% 10/31/2019 % BLKRK LP IDX RTMT K Inception Date 05/31/2011 11.93% 6.72% 5.11% N/A 5.57% 10/31/2019 % VANG BAL INDEX INST Inception Date 11/09/1992 13.08% 10.08% 7.62% 9.81% 8.3% 10/31/2019 % BLKRK LP IDX 2025 K Inception Date 05/31/2011 12.4% 8.34% 6.03% N/A 6.65% 10/31/2019 % BLKRK LP IDX 2035 K Inception Date 05/31/2011 13.16% 10.08% 6.97% N/A 7.54% 10/31/2019 % BLKRK LP IDX 2045 K Inception Date 05/31/2011 13.62% 11.29% 7.61% N/A 8.2% 10/31/2019 % BLKRK LP IDX 2055 K Inception Date 05/31/2011 13.74% 11.41% 7.71% N/A 8.5% 10/31/2019 % FID STRAT REAL RET Inception Date 09/07/2005 5.19% 3.33% 1.37% 3.62% 2.81% 10/31/2019 % BLKRK LP IDX 2060 K Inception Date 02/29/2016 13.72% 11.44% N/A N/A 12.71% 10/31/2019 % Bond/Stable Value Inv Investment Average Annual Returns Desired % 1 Yr 3 Yr 5 Yr 10 Yr Life As of Intermediate-Term J H FLEXIBLE BOND N Inception Date 07/07/1987 10.97% 3.3% 3.01% 4.32% 6.57% 10/31/2019 % VANG TOT BD MK IS PL Inception Date 12/11/1986 11.51% 3.27% 3.22% 3.7% 5.91% 10/31/2019 % TCW CORE FIXED INC I Inception Date 02/26/1993 11.48% 3.27% 3% 4.22% 5.46% 10/31/2019 % Short-Term TRP SHORT TERM BD I Inception Date 03/02/1984 4.89% 2.25% 1.83% 1.82% 4.89% 10/31/2019 % High-Yield PGIM HIGH YIELD R6 Inception Date 03/29/1979 9.73% 6.79% 5.85% 7.79% 7.81% 10/31/2019 % Stable Value METLIFE FIXED-NEW (FA) Inception Date 03/31/1994 View Restrictions N/A N/A N/A N/A N/A N/A % PRUDENTIAL GIA View Restrictions N/A N/A N/A N/A N/A N/A % Short-Term Investments Investment Average Annual Returns Desired % 1 Yr 3 Yr 5 Yr 10 Yr Life As of FIMM TREAS ONLY INST Inception Date 10/03/1990 7 day yield as of 10/31/2019 1.75% 2.19% 1.45% 0.91% 0.46% 2.63% 10/31/2019 %
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