Rebalanced 401k portfolio

September 23, 07 by Stealthy

I’ve changed my 401k contributions to:

25% - Fidelity Value Fund (FDVLX) - A Midcap Value Fund

50% - Rainier Small Mid Cap Equity (RIMSX) - A Midcap Growth Fund

25% - Fidelity International Discovery Fund (FIGRX) - An International Fund

Previously I had 75% going into a Midcap Value and 25% into an International fund. I changed because I should take somewhat higher risk with the growth fund. I also changed my Midcap Value to a different one with lower management fees with a slightly better history of return.

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2 responses for this post

  1. SavingDiva Says: 24.09.07 at 10:30 am

    I need to change my 401(k) contributions, but I’m not sure how to do it…and it’s such a hassle…

  2. stealthy Says: 24.09.07 at 6:03 pm

    For me it only took about 10 minutes total. I use Fidelity and did it all online. I exchanged shares in one fund for shares in a similar fund with lower fees. Then I just changed the percentages I wanted to go into each fund in future contributions. Who do you use SavingDiva?

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