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Personal Investments • Re: Asset Allocation help

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My bond fund in my 401k is going to close soon (Fixed Income Index Fund, (Barclays Capital U.S. Aggregate Bond, total bond market) ER 0.18%)

In its place, are the following I can choose from.

U.S Treasuries Index Fund, Benchmark: Bloomberg U.S. Long treasury Bond Index ER 0.10%
Credit/Corp Bond Index Fund, Benchmark: Bloomberg U.S. Intermediate Credit Index ER 0.115%
Real Return Fund, Benchmark: Bloomberg Barclays TIPS Index ER 0.11%
High Yield Bond Index, Benchmark: Vanguard High Yield Corporate Composite Index ER 0.20%

If I don't do anything, the plan will split it 70/30 between the U.S. Treasuries Index Fund and the Credit/Corp Bond Index.

I would just like to keep it in one if I can. If so, which one should I choose.

Thanks

Statistics: Posted by vajg — Mon Feb 26, 2024 7:09 pm



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