Inside Morningstar's 401(k)
See what low-cost gems are in our 401(k).
This article originally appeared in the October issue of Morningstar FundInvestor.
It's been a few years since I walked you through the funds in Morningstar's 401(k). There have been only a couple of changes since then, although there was a big change behind the scenes as we switched providers to Schwab from T. Rowe Price. The move was about services provided--and the respective costs of those services--not the quality of T. Rowe's fund lineup. We still rate many of T. Rowe's funds as Morningstar Medalists.
Russel Kinnel has a position in the following securities mentioned above: VWILX, SLADX, OAKLX, DFISX, PTTRX, PCRIX, HACAX, DODFX, VASVX, POAGX, PRRIX, RWMFX, VBTLX, FBNRX, VFTNX, ODVYX, RNWFX, LSBDX, VBTIX. Find out about Morningstar’s editorial policies.