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Seeking 401k rollover advice

Bogleheads • View forum - Investing - Help with Personal Investments - www.bogleheads.org
Subject: Seeking 401k rollover advice

Hello –

I am seeking 401k rollover advice from previous employer 401k to new employer 401k.

New employer contributes 50% up to 8%.

Portfolio breakdown –

Old Employer (percent, fund name, ticker symbol, expense ratio) –

32.91%, Fidelity 500 Index Fund - Institutional Class, (FXSIX) (0.035%)

29.49%, Fidelity Extended Market Index Fund, (FSEVX), (0.07%) – (Same as new employer)

24.50%, Fidelity International Index Fund, (FSIVX), (0.08%) – (Same as new employer)

13.10%, Fidelity U.S. Bond Index Fund, (FXSTX), (0.04%)

New Employer (percent, fund name, ticker symbol, expense ratio) –

40.07%, Fidelity 500 Index Fund, (FUSVX), (0.045%)

20.33% Fidelity International Index Fund, (FSIVX), (0.08%) – (Same as old employer)

19.54%, Fidelity Inflation-Protected Bond Index Fund, (FSIYX), (0.09%)

10.02%, Fidelity Extended Market Index Fund, (FSEVX), (0.07%) - (Same as old employer)

10.02%, Fidelity Small Cap Index Fund, (FSSVX), (0.07%)

Question #1: Should I rollover my funds from previous employer to new employer or keep them or something else?

Thanks!

5head
Date: Jun 19, 2017   


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