Not exact matches
I will then plan on selling some NAESX to
keep my overall
small cap exposure stable and to help re-balance from being heavily
index weighted.
You can opt for broader funds, such as Wilshire - 5000
indexed which covers all the U.S. market (large, mid and
small cap), if you need to
keep the number of funds very low to minimize costs (transaction ones if you invest through ETFs for example), but make sure that higher fund fees don't cancel that advantage.
To
keep things simple, we can divide the money equally between large, mid and
small cap indices: iUnits S&P 500 (TSX: XSP), iShares Russell Midcap (IWR) and iShares Russell 2000 (IWM).