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

-
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

-
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

-
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

-
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

-
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

-
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

-
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

-
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
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