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Dfd = tax-deferred Broker = eTrade. (lately, they've been offering some 'ok' bonuses to move money there, which is the only reason I opened the account. Target equity allocation. My necessary 'hurdle rate' is relatively low. I don't take too much risk, because I've 'won' the game. would be foolish for me to risk more than I need to. My target 'risk-on' allocation (equities, bullion, crypto) would be something between VWINX's and VASIX's stock allocation. Why PRWCX? Again, my hurdle rate is low. I am in the retirement 'red-zone' and find hybrid funds such as PRWCX, their new PRCFX, VWINX to be suitable to my risk-tolerance, in terms of a long-term core holding. I could have instead purchased the pure-equity TCAF, but prefer the hybrid products. Plus, who knows, maybe eTrade will shut off access on this fund to new investors. Thought it reasonable to 'stake my claim' while I could..
A correction: I had in mind not YTD, but 1 year (12 months): SIIIX is up 18% during the last 12 months, which is very impressive, IOFIX is up only 2% during the last 12 months.
