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Saving | Bonds | Mortgage | Insurance | Tax | Mutual Fund Primer | Investment Terms | Articles
Saving | Bonds | Mortgage | Insurance | Tax | Mutual Fund Primer | Investment Terms | Articles
Simple Investment Portfolio to start your Mutual Fund Investing Journey
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| Stock (70%) | Bond (30%) |
20% Large Cap 10% Mid Cap 10% Small Cap 10% International Large 10% Emerging Markets 10% Convertable |
15% Inflation-Protected Bond (TIPS) 15% U.S. Short Term Bonds |
Fund Mojo "Top Fund Master" List for this Assset Allocation Model
Top Mutual Funds for the suggested asset allocation model
Large Blend fundsMid-Cap Blend funds
Small Blend funds
- Natixis Vaughan Nelson Small Cap Value A
- Dreyfus Small Company Value
- Fidelity Small Cap Discovery
- [See our full list!]
Foreign Large Blend funds
Diversified Emerging Mkts funds
- Delaware Emerging Markets A
- DFA Emerging Markets Small Cap I
- Dreyfus Emerging Markets I
- [See our full list!]
Convertibles funds
- Nicholas-Applegate US Convertible I
- Vanguard Convertible Securities
- Nicholas-Applegate US Convertible II
- [See our full list!]
Inflation-Protected Bond funds
Short-Term Bond funds
- PIMCO Low Duration Instl
- Weitz Short-Intermediate Income
- Lord Abbett Short Duration Income I
- [See our full list!]


