Currently part of our bond allocation in his 401k is:
11% PIMCO INFL Protected Bond (Bloomberg Barclays Tsy TIPS) (0.256%)
12% PIMCO Core Bond (Bloomberg BC US Aggreate Bond) (0.256%)
For 2025 we are NOT contributing any more to the bond funds. We just got notice that a new fund has been added:
US Bond Index Fund (managed by Mellon Investments Corp.) which seeks to mirror the returns of the Bloomer Capital Aggregate US Bond Market Index, The approximate annual fees for this will be 0.025% or $0.25 per $1,000 invested.
Do you think we should move our holdings from the above to this new fund? or just leave?
The rest of our "bond" allocation is held with Vanguard in VBTLX and my TDA plan with a fixed 7%
11% PIMCO INFL Protected Bond (Bloomberg Barclays Tsy TIPS) (0.256%)
12% PIMCO Core Bond (Bloomberg BC US Aggreate Bond) (0.256%)
For 2025 we are NOT contributing any more to the bond funds. We just got notice that a new fund has been added:
US Bond Index Fund (managed by Mellon Investments Corp.) which seeks to mirror the returns of the Bloomer Capital Aggregate US Bond Market Index, The approximate annual fees for this will be 0.025% or $0.25 per $1,000 invested.
Do you think we should move our holdings from the above to this new fund? or just leave?
The rest of our "bond" allocation is held with Vanguard in VBTLX and my TDA plan with a fixed 7%
Statistics: Posted by Nyc1967 — Wed Dec 25, 2024 6:41 am — Replies 7 — Views 396