Personal Investments • 403B,401A,457B Retirement Portfolio Review

Thanks Duckie, for the recommendations.
I checked, VTPSX is 0.08% in my plan.
I will hold HSA for retirement.

Following are details of my Wife's 403b plan, employer's match goes into the same plan

Current Portfolio: Aggressive, has done very well so far, time to realign. Seeking 70/30 allocation for her portfolio

20% DWS Capital Growth VIP (?) 0.49%
25% T Rowe Price Blue chip Growth portfolio (TRBCX) 0.75%
15% Fidelity VIP Equity-Income Portfolio (FAVEI) 0.47%
30% MOA Equity Index Fund (MAEIX) 0.14%
10% Fidelity VIP Contra fund portfolio (FAVCF) 0.56%

Additional available options:

Large Cap

Goldman Sachs VIT US Equity Insights Fund (GSSQX) 0.56%
MOA All America Fund (MAAKX) 0.53%
Neuberger Berman AMT Sustainable Equity Portfolio (?) 0.9%
Invesco VI Main Street Fund (MSIGX) 0.8%

Mid Cap

Vanguard VIF Diversified Value Portfolio 0.29 %
LVIP American Century Capital Appreciation Fund 0.57%
Fidelity VIP Midcap Portfolio 0.57%
MOA Midcap Equity Index Fund 0.15%
MOA Midcap Value Fund 0.74%

International

Vanguard VIF International Portfolio 0.33%
MOA International Fund (MAIFX) 0.32%

Bond

MOA Core Bond Fund (MABDX) 0.45%
MOA Intermediate Bond Fund (MAMBX) 0.47%
PIMCO VIT Real Return Inst Portfolio 0.69%
Vanguard VIF Total Bond Market Index Portfolio 0.14%

Target date

MOA Clear Passage Target Date Funds

Look forward to your advice.

Statistics: Posted by KCBBQ — Thu Feb 06, 2025 10:35 pm — Replies 4 — Views 737

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