请帮忙评价一下My Fund Allocation:

请各位大侠帮忙评价一下下面的fund allocation:
(1) US Large Cap 25% [blend 15% (low risk/high return); growth 10% (average risk./average return)]
(2) US Mid Cap Blend 15% (low risk/average return)
(3) US Small Cap Growth 10% (low risk/high return)
(4) International 25% (Asia 15%; Europe 10%. Both are low risk/high return)
(5) Specialty-Health care 10%
(6) Specialty-Global Telecommunication 5%
(7) Specialty-Technology 10%

In addition, what do you think about S&P 500 Index? I like it because of its low expense ratio. However, its morningstar rating is quite low (3 stars) and I am quite uncomfortable choosing any funds with less than 4 stars.

Really appreciate your help.....

所有跟帖： 

• 回复：请帮忙评价一下My Fund Allocation: -IndependentMind- ♂ (1737 bytes) () 07/17/2007 postreply 07:37:41

• agree with adding bonds and natural resources -jas07- ♀ (136 bytes) () 07/17/2007 postreply 07:55:46

• Thanks. The risk/return assessments are morningstar data -caren- ♀ (0 bytes) () 07/17/2007 postreply 11:50:35

• 回复：Thanks. The risk/return assessments are morningstar data -IndependentMind- ♂ (76 bytes) () 07/17/2007 postreply 16:27:20

• 回复：请帮忙评价一下My Fund Allocation: -Short- ♀ (250 bytes) () 07/17/2007 postreply 09:32:33

• S&P index is attactive because its expense ratio is 0.36 -caren- ♀ (115 bytes) () 07/17/2007 postreply 11:53:03

• How is your fund company stock performance? -77ll8- ♂ (0 bytes) () 07/17/2007 postreply 11:01:28

• Some comments: -dividend_growth- ♀ (690 bytes) () 07/17/2007 postreply 14:19:46

• Thanks for your recommendations.... -caren- ♀ (92 bytes) () 07/17/2007 postreply 20:25:21

• 回复：请帮忙评价一下My Fund Allocation: -forest1972- ♂ (79 bytes) () 07/19/2007 postreply 17:18:33