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I invest in 5 different index funds for my ROTH IRA. Do you think this mixture is good?

October 1st, 2010

I invest in 5 index funds through Vanguard but am always second guessing myself. I plan on holding these funds long term. I am currently 39 years old. The five funds are 1) Emerging Markets Index Fund 2) Total International Index Fund 3) 500 Index Fund 4) Large Cap Value Fund 5) Small Cap Index Fund.

What do you think? As you see above, I try to keep each fund at about 20% of the total value. So as you see, that means 40% is in international. 60% is in US index funds. Is this a good mixture?

Please help!!

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Tags: cap index, cap value, emerging markets, index fund, index funds, international index, large cap value fund, markets index, mixture, small cap, total value, vanguard |

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What does extremely high capital gains tell you about a mutual fund.?

July 28th, 2010

I have been with a stock mutual fund for 20 years and for the last 3 years capital gains are increasing to the point where this year they reflected a third of the total value of the fund. This is killing me in terms of tax penalties and liabilities. Why would this happen and what does this tell you aboutr the fund?