The Selected Rec and Portfolio of Member: DBC


Symbol Name           Include equity, mutual fund and 401(k) holdings. MONEYREC ID MEMBER: DBC Prcnt (%)
AMAGX AMANA MUTUAL FUND TRUST GROWTH   1.30%
FBNDX FIDELITY INVESTMENT GRADE   2.78%
FCNTX FIDELITY CONTRAFUND   5.09%
FDGRX FIDELITY GROWTH COMPANY   3.11%
GLRBX JAMES BALANCED: GOLDEN RAINBOW FUND   3.60%
JMCVX JANUS MID CAP VALUE INVST SHS   0.29%
LEXCX ING CORPORATE LEADER TRUST   3.23%
PRCIX T ROWE PRICE NEW INCOME   7.94%
PRRXX T ROWE PRICE PRIME RESERVE INCOME   45.35%
PRULX T ROWE PRICE US TREASURY LONG TERM   13.97%
PRWCX T ROWE PRICE CAP APPRECIATION   5.46%
RPIBX T ROWE PRICE INTERNATIONAL BOND   6.75%
TRPBX T ROWE PRICE PERSNL STRATEGY BALANCED   1.13%
USAGX USAA PRECIOUS METALS AND MINERALS FUND   0.00%
USGNX USAA GNMA FUND   0.00%
USSTX USAA TAX EXEMPT SHORT TERM FUND   0.00%

Moneyrec ID: DBC
Member Since: 9/11/2008
Reviews Written:0
Country: United States
Gender: Male
Date of Birth: 6/6/1949
Occupation: Telecommunications/Networking
Title: Management
Income Level: $100,000 +
Education Level: College
Investment Expertise: Novice
The Rec: Read and Respond
RecDays left in Rec
DBCCan anyone give me any inputs on these two funds: MBDFX and VBLTX. They have been recommended by an advisor. They are both bond funds and I thought bonds were not a good buy now with the potential increase in interest rates a possibly. We are approaching retirement age and need some security, but also need growth. Thanks to anyone who has inputs!
3/3/2010 5:59:39 PM
10987654321
          
FundRat:DBC, MBDFX has the reputation of being one of the industry's best intermediate bond funds. I agree with your advisor. VBLTX is an index tracking bond and holds long-term treasury bonds, not sure about this one if interest rates rise, which I think they are bound to do. I'd ask him/her this question, because I do not know much about VBLTX. Good Luck!
3/4/2010 7:38:51 AM
 
GaryDBR:I would also as the advisor how these two funds work with your current portfolio, or if changes need to be made and why. Gary
3/4/2010 9:53:06 AM
 

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