I'm looking to invest in Federated Kaufmann K (KAUFX) fund is this a good choice ? for roth ira,40k to invest - federated kaufmann
Vanguard t.rowe funded and also a good option? looking for long-term (45 years). how much you can expect to pay these funds each year? (Tax Expense Ratio)
Monday, February 1, 2010
Federated Kaufmann I'm Looking To Invest In Federated Kaufmann K (KAUFX) Fund Is This A Good Choice ? For Roth Ira,40k To Invest
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3 comments:
He has a solid rock album. It would be a good investment. But I would not all my balls in a bag. It is a way to finance the growth of the CAP. Even a couple of other funds in other segments. Perhaps a small-cap fund as PENNX, perhaps a large-cap fund, as provided by the loyalty and perhaps a fund developed foreign markets.
It is better to a well diversified portfolio, primarily for pension funds.
Classified by the Fund and has made a reasonable profit margin, asset management ... only slightly higher in cost (but do not give up) ... All in all, there should be a good supplement to a retirement account.
If you are only 45, if we are T. Rowe and Vanguard, a little more aggressive, and some of the world resources and international check ... You may also state the nature of reality .. Assets (in the areas of fixed income business for years ...)
Ten to fifteen percent in the types of funds should increase your income, be it for a few years .... Then the conservative 53-55 ...
Keep an eye on things, but ... Do not miss the quarterly ... or go online.
Finance / Yahoo can be any symbol of the funds put in the quote "box and get some decent information in them ... Performance, holdings, etc.
The floor of the Kaufman is a good choice, but ... The expense ratio is 1.95% (0.50%, which includes a 12b-1 fee is very high). However, beyond the statements of 1,3,5 and 10 years, the growth of the TRP and the Vanguard funds. When you are ready, value or blend fund, T. Rowe Price has a background check of Mid-Cap Value (TRMCX) and Vanguard Mid CAPitalZ Index (VIMSX) a mix of funds and certain Value Fund (VASVX).
Income from Fund 1 years 3 years 5YR 10YR Expense Ratio
KAUFX 14.1 14.0 12.7 10.9 1.95%
TRMCX 19.3 16.0 15.2 14.2 0.82%
VIMSX 14.0 16.7 13.5 N / A 0.22%
VASVX 22.4 16.9 14.9 10.2 0.44%
Disclosure: I TRMCX actions.
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