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Mutual Fund For Dummies
3rd Edition 2001 Eric Tyson, MBA.
Quotes form Mutual Fund For Dummies: ".... earn good money, are in their 40s...wamt diversification and are willing to invest aggressively...could establish his Keogh plan through a discount brokerage account that offers him access to a  variety of funds from many firms."
Dodge and Cox Income
DODIX
15%
Vanguard Total Bond Market Index
VBMFX
15%
Vanguard Total Stock Market Index
VTSMX 10%
Masters' Select Equity
MSEFX
10%
T.Rowe Price Spectrum Growth
PRSGX
20%
Vanguard International Growth
VWIGX
15%
Vanguard Total International Stock Index
VGTSX
15%


Mutual Fund For Dummies 3rd Edition 2001 Eric Tyson, MBA.
Age 59, will retire in 6 years,  low to moderate tax bracket.
Retirement 403(b) account:
Vanguard Wellesley Income
VWINX
25%
Vanguard Star
VGSTX
25%
Vanguard Wellington
VWELX
25%
Vanguard LifeStrategy Moderate Growth
VSMGX
25%

Taxable Account:
Vanguard Total Bond Market Index
VBMFX
25%
Dodge & Cox Balanced
DODBX
20%
TIAA-CREF Managed Allocation
TIMAX
25%
T.Rowe Price Personal Strategy Balanced
TRPBX
20%
Fidelity Puritan
FPUR
10%

To Analyze Portfolio: www.morningstar.com  Click Funds, Click Instant X-Ray, Enter Ticker and Value$ or %, Click Show Instant X-Ray.

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