What Fund Companies Don't Want You to Know
Fund marketers have to make a living like the rest of us, but like most shiny-toothed advertising types, they're often trying to sell you something you just don't need.
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| Low-Maintenance Portfolio #1 | ||
| 80% | Core U.S. Stock | Vanguard Total U.S. Stock Market Index |
| 20% | Core Foreign Stock | Tweedy, Browne Global Value |
| Keep It Simple You don't need a lot of funds to get performance |
| Volatility | ||
| Growth-Heavy Portfolio | Low-Maintenance Portfolio | |
| Worst Year | -37.4% | -25.2% |
| Best Year | 46.7 | 44.7 |
| Expenses | ||
| Growth-Heavy Portfolio | Low-Maintenance Portfolio | |
| Avg. Expense Ratio | 0.82% | 0.44% |
| Source: Morningstar. Returns thorugh Dec. 1. Growth portfolio is 50% Vanguard 500 Index and 50% average large-cap growth fund. | ||
| Low-Maintenance Portfolio # 2 | ||
| 75% | Core U.S. Stock | Vanguard Total U.S. Stock Market Index |
| 15% | Core Foreign Stock | Tweedy, Browne Global Value |
| 10% | Core U.S. Bond | Core U.S. Bond |
| Bonding How bonds can fit in a portfolio |
| Volatility | ||
| Growth-Heavy Portfolio | Low-Maintenance Portfolio | |
| Worst Year | -37.4% | -22.4% |
| Best Year | 46.7 | 41.4 |
| Expenses | ||
| Growth-Heavy Portfolio | Low-Maintenance Portfolio | |
| Avg. Expense Ratio | 0.82% | 0.38% |
| Source: Morningstar. Returns thorugh Dec. 1. Growth portfolio is 50% Vanguard 500 Index and 50% average large-cap growth fund. | ||
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