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Columns: Boomer Bucks
Barbara Mlotek Whelehan Expert: Barbara Mlotek Whelehan
Boomer Bucks
You can save thousands of dollars cutting out the middle man
Boomer Bucks

There's no mystery in building portfolio
Page | 1 | 2 | 3 | 4 |
 

A sampling of funds to use

Vanguard index funds vs. their respective benchmarks
NameTickerTotal
Return 5 Year*
Total
Return 10 Year*
Total
Return 15 Year*
Net Expense RatioInception
Date
Vanguard Pacific Stock IndexVPACX14.734.245.190.276/18/1990
MSCI Pacific 15.044.545.33  
       
Vanguard European Stock IndexVEURX17.3211.1912.090.276/18/1990
MSCI Europe  17.4111.1111.95 12/31/1969
       
Vanguard Total Bond Market IndexVBMFX4.656.086.470.2012/11/1986
Lehman Brothers Aggregate Bond 5.066.356.69  12/31/1975
       
Vanguard Small Cap IndexNAESX11.9211.2212.170.2310/3/1960
Standard & Poor's Smallcap 600  11.5612.68  12/30/1994
       
Vanguard Emerging Mkts Stock IdxVEIEX24.779.65 0.425/4/1994
MSCI EM (Emerg Mkts)  25.43   12/31/1998
       
Vanguard Large Cap IndexVLACX   0.201/30/2004
Standard & Poor's 500SPYZ8.548.0510.98 1/30/1970
       
Vanguard Mid Capitalization IndexVIMSX12.73  0.225/21/1998
Standard & Poor's Midcap 400 11.4714.3314.41 7/31/1991
       
Vanguard Inflation-Protected SecsVIPSX6.79  0.206/29/2000
Lehman Brothers U.S. Treasury TIPS 6.986.93  2/28/1997
       
Vanguard Prime Money MarketVMMXX2.523.763.990.296/4/1975
Vanguard Tax-Exempt Money MarketVMSXX1.982.592.750.136/10/1980
U.S. Treasury Bill 3 Month 2.743.764.01 2/28/1941
Bankrate.com's corrections policy-- Posted: May 9, 2007
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NATIONAL OVERNIGHT AVERAGES
IRA MMA 0.51%
1 yr IRA CD 0.71%
5 yr IRA CD 1.81%
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