We are up significantly for the year, it would take a lot of time to separate our regular contribution from the base amount.
We have it in CRM midcap, Dodge & Cox Income, Eaton Vance large cap, Harbor Capitol Int’l, and Munder midcap growth mutual funds. My husband evaluates the investments we have every quarter, and re-distributes as he sees the trends.
He is not a professional, and this is not meant to be advice. We have several other investments as well.