Choose five mutual funds that will cover all your investing bases.
By investing in different size companies, various sectors of the economy, and other parts of the world, you reduce the chance that problems in any one area will sink your investing goals.
We've built a starter portfolio of funds. Our main criteria: Strong, consistent performance, low fees and a stable, investor-friendly management company standing behind the fund. You can build this portfolio with as little as $10,000 to start.
| Starter portfolio | ||||||
| Fund name | Ticker | % of portfolio | Min. investment | |||
| Vanguard Index 500 | VFINX | 30% | $3,000 | |||
| Vanguard Total Intl Stock Index | VGTSX | 20% | $3,000 | |||
| Third Avenue Small-Cap Value | TASCX | 20% | $1,000 | |||
| Harbor Bond | HRBDX | 20% | $1,000 | |||
| Alpine Realty Income & Growth Y | AIGYX | 10% | $1,000 | |||
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