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Asset Allocation & Rebalancing of a 529 Index Fund Portfolio

July-2011 Vanguard 529 Index Fund Performance

Overall market performance between June 30, 2011, and July 29, 2011: S&P 500 (^GSPC): –2.14% Dow Jones Industrial Average (^DJI): –2.18% NASDAQ (^IXIC): –0.62% Our sample actively managed mutual fund, the Growth Fund of America (CGFAX), was down –1.42% (before fees) between June 30, 2011, and July 29, 2011. The Growth Fund of America was on [...]

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Follow along as I test three portfolios against each other—using my own money! You have read the investment blogs, now see these theories in action.

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