Hoxie 401k
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Created by Jack Hoxie
DESCRIPTION:

Date updated:03-29-2007

These are the funds I have from the limited set available from my employer. I rebalance incoming percentages quarterly. I also will move 10-20% increments into cash or back into funds at perceived intermediate market tops and bottoms to satisfy my market timing itch. My current overall mix is:
New Contributions: 10% Bonds, 90% Stocks
Account Balances: 10.63% Bonds, 35.45% Cash, 53.92% Stocks

symbol name last price % change open
  • +
  • DWLXX
    Morgan Stanley Li
  • $0.01%
  • N/A
  • $N/A

Morgan Stanley Liquid Asset Fund (cash) 0% incoming contribution 20.11 % of current account balance

People owning DWLXX also tend to own: ACEIXACGIXACSTXCASHCBFAXDGRAXESBAX

TheStreet.com Rating: No Rating What is this?

  • +
  • ESBAX
    Evergreen Core Bo
  • $7.90
  • +0.13%
  • $N/A

Evergreen Core Bond Fund - Class A 1% incoming contribution 1.13% of current account balance

People owning ESBAX also tend to own: AIVSXBPPCMCSADELLFMSFSMKXGE

TheStreet.com Rating: No Rating What is this?

  • +
  • USGAX
    Morgan Stanley U.
  • $8.49
  • +0.12%
  • $N/A

Morgan Stanley U.S. Government Securities Trust - Class A 1% incoming contribution 4.61% of current account balance

People owning USGAX also tend to own: ACEIXACGIXACSTXCASHCBFAXDGRAXDWLXX

TheStreet.com Rating: No Rating What is this?

  • +
  • ACEIX
    Van Kampen Equity
  • $7.64
  • +0.26%
  • $N/A

Van Kampen Equity and Income Fund - Class A 5% incoming contribution 4.90% of current account balance

People owning ACEIX also tend to own: BPCPNE.OBEFSF.OBFERCXFMCKXGFACXKFT

TheStreet.com Rating: No Rating What is this?

  • +
  • ACSTX
    Van Kampen Comsto
  • $13.30
  • +0.45%
  • $N/A

Van Kampen Comstock Fund - Class A 20% incoming contribution 9.17% of current account balance

People owning ACSTX also tend to own: MSFRXPSLAXTEDMXTFSCXTRLGXACEIXAT

TheStreet.com Rating: No Rating What is this?

  • +
  • ACGIX
    Van Kampen Growth
  • $16.88
  • +0.30%
  • $N/A

Van Kampen Growth and Income Fund - Class A 5% incoming contribution 8.15% of current account balance

People owning ACGIX also tend to own: BAMBUDCSCOESRXIBMINTCLUK

TheStreet.com Rating: No Rating What is this?

  • +
  • DGRAX
    Morgan Stanley Mi
  • $24.03
  • +0.12%
  • $N/A

Morgan Stanley Developing Growth Securities Trust - Class A 20% incoming contribution 10.35% of current account balance

People owning DGRAX also tend to own: ACEIXACGIXACSTXCASHCBFAXDWLXXESBAX

TheStreet.com Rating: No Rating What is this?

  • +
  • SVFAX
    Morgan Stanley Sp
  • $10.75
  • -0.46%
  • $N/A

Morgan Stanley Special Value Fund - Class A 20% incoming contribution 10.56% of current account balance

People owning SVFAX also tend to own: ACEIXACGIXACSTXCASHCBFAXDGRAXDWLXX

TheStreet.com Rating: No Rating What is this?

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Start Price

Return Value

Start Date
DWLXX 4.80% ------ Mar 29th
ESBAX 10.48 -24.62% Mar 29th
CBFAX 12.26 ------ Mar 29th
USGAX 8.99 -5.56% Mar 29th
ACEIX 9.05 -15.58% Mar 29th
ACSTX 19.10 -30.37% Mar 29th
ACGIX 21.85 -22.75% Mar 29th
DGRAX 30.02 -19.95% Mar 29th
SVFAX 18.36 -41.45% Mar 29th
OIGAX 28.68 -15.45% Mar 29th
VAGAX 17.10 ------ Mar 29th
CASH 31.50 -29.92% Mar 29th

Average return:

 -22.85%

Success rate:

 0%

Tracking Started: 03-29-2007
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