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Re: paging jively....
[ QUOTE ]
I am setting up my ESOP contributions for the upcoming year. As I'm getting enrolled for the first time in this, I need to select my funds. I'm concerned with the lack of Small cap and where to distribute with this small (and somewhat unfamiliar) group of funds. Choices: I am looking at portfolio A or B, so I will leave out the "STability of Principal" options BONDS: ING VP Intermediate Bod Port - I BALANCED: ING VP Balanced Portfolio, Inc - I LARGE CAP VALUE: Fidelity VIP Equity-Income Port-Init ING VP GRowth and INcome Port - I ING VP Index Plus LargeCap Port - I LARGE CAP GROWTH: FIdelity VIP Growth Portfolio - Init ING Legg Mason Prtns Aggr Gr-Init ING UBS US Large Cap EQ Port-Init SMALL/MID: ING T. Rowe Price Diver Mid Cap Gr-I GLOBAL: ING JPMorgan Int'l Port-Init [/ QUOTE ] Sorry I missed this in October. That is a meager set of options. For portfolio A, I guess I'd go with something like: LCB 20% ING VP Index Plus LargeCap Port LCV 30% pick of the 2 Growth & Income funds SC? 20% ING T. Rowe Price Diver Mid Cap Gr-I INT 30% ING JPMorgan Int'l Port-Init Perhaps you can petition the administrator to get a real small cap fund and/or small cap value. Good luck, -Tom |
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