Ok you market guru's....
I have about $10Ks I want to dump into something that will make me some money. I got $17.5Ks in my 401K, and it's only getting me a return of 6%....I can dump a nice chunk of that into the stocks below...but out of all of them, which one...or split it to $5Ks into two stocks? The 401K is now in the Income Fund...
I'm looking at the SMALL CO STK INDEX...it looks like it might be worth it...
Stock Investments
Investments 1 YR 3 YR 5 YR 10 YR Life As of Date
EQUITY FUND(S&P 500)
Inception Date 07/01/1978 11.74 17.26 4.01 9.02 13.30 03/31/2006
FID CONTRAFUND
Inception Date 05/17/1967 21.35 22.36 10.28 11.90 13.41 03/31/2006
FID GROWTH & INCOME
Inception Date 12/30/1985 9.52 12.63 3.09 7.88 13.27 03/31/2006
FIDELITY LOW PR STK
Inception Date 12/27/1989 19.17 29.32 18.37 16.48 17.77 03/31/2006
GROWTH INDEX FUND
Inception Date 07/31/1995 13.07 14.80 1.70 6.50 7.68 03/31/2006
INTL EQUITY INDEX
Inception Date 06/30/1994 24.35 30.20 8.61 6.96 7.63 03/31/2006
MIDCAP INDEX FUND
Inception Date 11/30/1991 21.74 25.95 12.71 14.57 14.65 03/31/2006
PRU TARGET SMCPVAL Z
Inception Date 01/05/1993 20.63 32.66 19.33 15.46 14.74 03/31/2006
PUTNAM GRWTH & INC Y
Inception Date 06/15/1994 10.86 18.10 4.54 7.98 10.10 03/31/2006
PUTNAM NEW OPS (Y)
Inception Date 07/19/1994 20.70 20.52 2.94 5.24 9.82 03/31/2006
SMALL CO STK INDEX
Inception Date 10/31/1987 25.85 29.38 12.59 10.22 12.47 03/31/2006
TEMPLETON DEV MKTS A
Inception Date 10/16/1991 39.10 42.45 22.91 8.35 9.15 03/31/2006
TEMPLETON FOREIGN A
Inception Date 10/05/1982 18.08 26.03 10.68 8.89 13.51 03/31/2006
VALUE INDEX FUND
Inception Date 11/30/1990 13.25 21.71 7.79 10.97 13.82 03/31/2006
VANG EXPLORER ADM
Inception Date 11/12/2001 25.99 28.03 N/A N/A 12.90 03/31/2006
Blended Investments
FIRST EAGLE GLOBAL A
Inception Date 04/28/1970 20.73 27.27 19.22 14.06 13.12 03/31/2006
GLOBAL INDEX FUND
Inception Date 03/31/1990 13.11 17.14 6.41 7.65 9.00 03/31/2006
VANG TARGET RET 2005
Inception Date 10/27/2003 5.69 N/A N/A N/A 6.61 03/31/2006
VANG TARGET RET 2015
Inception Date 10/27/2003 8.77 N/A N/A N/A 8.90 03/31/2006
VANG TARGET RET 2025
Inception Date 10/27/2003 10.30 N/A N/A N/A 10.25 03/31/2006
VANG TARGET RET 2035
Inception Date 10/27/2003 12.90 N/A N/A N/A 12.47 03/31/2006
VANG TARGET RET 2045
Inception Date 10/27/2003 14.58 N/A N/A N/A 13.86 03/31/2006
Stable Value/ST
* INCOME FUND
Inception Date 07/01/1978 5.67 5.42 6.11 7.12 8.93 03/31/2006
TRANSITIONAL MNY MKT
Inception Date 09/30/1984 3.70 2.12 2.91 4.32 5.45 03/31/2006
Company Stock
UTC COMMON STOCK FD
Inception Date 07/01/1978 15.47 27.06 10.61 16.46 14.36 03/31/2006
Opinions please..
I have about $10Ks I want to dump into something that will make me some money. I got $17.5Ks in my 401K, and it's only getting me a return of 6%....I can dump a nice chunk of that into the stocks below...but out of all of them, which one...or split it to $5Ks into two stocks? The 401K is now in the Income Fund...
I'm looking at the SMALL CO STK INDEX...it looks like it might be worth it...
Stock Investments
Investments 1 YR 3 YR 5 YR 10 YR Life As of Date
EQUITY FUND(S&P 500)
Inception Date 07/01/1978 11.74 17.26 4.01 9.02 13.30 03/31/2006
FID CONTRAFUND
Inception Date 05/17/1967 21.35 22.36 10.28 11.90 13.41 03/31/2006
FID GROWTH & INCOME
Inception Date 12/30/1985 9.52 12.63 3.09 7.88 13.27 03/31/2006
FIDELITY LOW PR STK
Inception Date 12/27/1989 19.17 29.32 18.37 16.48 17.77 03/31/2006
GROWTH INDEX FUND
Inception Date 07/31/1995 13.07 14.80 1.70 6.50 7.68 03/31/2006
INTL EQUITY INDEX
Inception Date 06/30/1994 24.35 30.20 8.61 6.96 7.63 03/31/2006
MIDCAP INDEX FUND
Inception Date 11/30/1991 21.74 25.95 12.71 14.57 14.65 03/31/2006
PRU TARGET SMCPVAL Z
Inception Date 01/05/1993 20.63 32.66 19.33 15.46 14.74 03/31/2006
PUTNAM GRWTH & INC Y
Inception Date 06/15/1994 10.86 18.10 4.54 7.98 10.10 03/31/2006
PUTNAM NEW OPS (Y)
Inception Date 07/19/1994 20.70 20.52 2.94 5.24 9.82 03/31/2006
SMALL CO STK INDEX
Inception Date 10/31/1987 25.85 29.38 12.59 10.22 12.47 03/31/2006
TEMPLETON DEV MKTS A
Inception Date 10/16/1991 39.10 42.45 22.91 8.35 9.15 03/31/2006
TEMPLETON FOREIGN A
Inception Date 10/05/1982 18.08 26.03 10.68 8.89 13.51 03/31/2006
VALUE INDEX FUND
Inception Date 11/30/1990 13.25 21.71 7.79 10.97 13.82 03/31/2006
VANG EXPLORER ADM
Inception Date 11/12/2001 25.99 28.03 N/A N/A 12.90 03/31/2006
Blended Investments
FIRST EAGLE GLOBAL A
Inception Date 04/28/1970 20.73 27.27 19.22 14.06 13.12 03/31/2006
GLOBAL INDEX FUND
Inception Date 03/31/1990 13.11 17.14 6.41 7.65 9.00 03/31/2006
VANG TARGET RET 2005
Inception Date 10/27/2003 5.69 N/A N/A N/A 6.61 03/31/2006
VANG TARGET RET 2015
Inception Date 10/27/2003 8.77 N/A N/A N/A 8.90 03/31/2006
VANG TARGET RET 2025
Inception Date 10/27/2003 10.30 N/A N/A N/A 10.25 03/31/2006
VANG TARGET RET 2035
Inception Date 10/27/2003 12.90 N/A N/A N/A 12.47 03/31/2006
VANG TARGET RET 2045
Inception Date 10/27/2003 14.58 N/A N/A N/A 13.86 03/31/2006
Stable Value/ST
* INCOME FUND
Inception Date 07/01/1978 5.67 5.42 6.11 7.12 8.93 03/31/2006
TRANSITIONAL MNY MKT
Inception Date 09/30/1984 3.70 2.12 2.91 4.32 5.45 03/31/2006
Company Stock
UTC COMMON STOCK FD
Inception Date 07/01/1978 15.47 27.06 10.61 16.46 14.36 03/31/2006
Opinions please..