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Brown Cafe UPS Forum
UPS Retirement Topics
I need advice on 401K
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<blockquote data-quote="Jones" data-source="post: 1861688" data-attributes="member: 4805"><p>Expense ratio. It's the fees you pay to the fund. ER on S&P500 is .01%, Bond index is .03%, Balanced fund is .05%. So you will pay a little over twice as much to keep the same amount of money in the balanced vs a combination of the other two. In addition the Balanced fund is maintained at 50/50 which might not be what you want especially if you're young.</p><p>But hey, if you want pay twice as much in fees to maintain a split that doesn't reflect your investment goals it might be just the thing for ya <img src="/community/styles/default/xenforo/smilies/group1/wink.gif" class="smilie" loading="lazy" alt=":wink:" title="Wink :wink:" data-shortname=":wink:" />.</p></blockquote><p></p>
[QUOTE="Jones, post: 1861688, member: 4805"] Expense ratio. It's the fees you pay to the fund. ER on S&P500 is .01%, Bond index is .03%, Balanced fund is .05%. So you will pay a little over twice as much to keep the same amount of money in the balanced vs a combination of the other two. In addition the Balanced fund is maintained at 50/50 which might not be what you want especially if you're young. But hey, if you want pay twice as much in fees to maintain a split that doesn't reflect your investment goals it might be just the thing for ya :wink:. [/QUOTE]
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I need advice on 401K
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