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At work they allow me to choose from the following funds for my 401(k). Where can I research the following funds and which would be good to choose for someone in their late 20's?

- Marshall Money Market
- Marshall Intermediate Bd
- Investco Total Return
- Legg Mason Value Trust
- Vanguard 500 Index
- Alliance Premier Growth
- Davis New York Venture: A
- Calamos Growth
- Managers Special Equity
- Marshall Intern'l Stock

2006-12-27 08:36:04 · 3 answers · asked by opheliaissaved 3 in Business & Finance Investing

3 answers

Morningstar.com Morningstar focuses heavily on mutual funds and is the best site I've found for research. Look for "average annual return" since inception. This will give you the fund's performance since it's beginning. Good luck...

2006-12-27 08:53:30 · answer #1 · answered by Anonymous · 0 0

You can research funds a lot of places. USA today money section, morningstar.com and others. It is hard to beat the Vanguard 500 index for long term growth, and they have very small management fees.

2006-12-27 09:12:16 · answer #2 · answered by Nelson_DeVon 7 · 0 0

You can do much of your investigating on Yahoo.... go to yahoo finance....on the left side are some options...go to mutual funds.... and then by " family" look up the symbol for your different funds in the Marshall family....write those symbols down. Then for your other funds you can do the same.
When you have all the symbols you're ready to compare.
Put a symbol in the quote box, hit go... the screenthat comes up will show today's price,etc.....but again on the left there's a box with other options......look at performance...look at the profile...look at their holdings( big companies? little companies? foreign? a big percentage in bonds?)
If you go to "charts" you can see the fund's performance for different time periods...and you can compare it to the othe funds on your list ( again little box on the left)
As far as what's good for you...late twenties...???...just to start you can divide your contributions between the index fund..( stable) the growth..( that's what you're looking for!) and the International ( been doing well)... Percentages? C'mon you gotta do some of the work!!!
Good luck...don't just stick it in there and forget it...move it around in nine months or a year...make it work for you...after all you worked for it.

2006-12-27 14:06:04 · answer #3 · answered by jebediabartlett 6 · 0 0

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