Mutual Funds

[Arthur626]

Thought I would start a thread on the mutual fund I use. This is a cash account and a long term investment not a 401k account. Not looking at removing any funds from here for the next 10 years. I use MFS Mutual funds. Dividends and capital gains are automatically reinvested in the fund that they come from.

Here are the current allocations and balance if anyone has any thoughts on what might be a better mix let me know. Or any helpful thoughts in general....

MITTX - quantity 883.662 Investment Trust Value 17,655.57
MAAGX - quantity 310.159 Aggresive Growth Allocation - Class A value 4,645.15
MRGAX - quantity 262.042 Core Equity Fund Value 4,564.77
MAGWX - quantity 1,600.088 Growth Allocation - Class A Value 22,737.25
MGRAX - quantity 366.814 International Growth - Class A Value 9.012.62
MGIAX - quantity 166.34 International Value Fund - Class A Value 4,687.45
MDIDX - quantity 619.885 International Diver. Fund value 8,988.33
MLTAX - quantity 418.649 Lifetime 2030 FD - Class A value 4,638.63
MRSAX - quantity 505.268 Reserch International - Class A value 8,958.40
MSVTX - quantity 1,732.63 Strategic value - Class A Value 20,999.48
MMUFX - quantity 525.507 Utilities - CLass A value 9,411.83
Money market - 36.60
Pretty well diversified IMO - Current portfolio value 116,303.00

[MC]

Excellent. I don't know crappola about longer term vehicles, I've glad you stepped in here Art!
I already know I can learn from you on overall maturity but as a bonus I get to learn mutual funds from you.

Great stuff

[Chan]

Arthur,

I have to agree with you on that very neatly diversified

[kombatnt]

Looks like you're off to a great start, Arthur. Can you post the MER's of those funds for us?

[Arthur626]

I'm sorry i am not familiar with the term Mer's ? I would be happy to post them if I knew what they were forgive my ignorance....