Investment Options
Total Available Funds:
11
R*: Redemption (Minimum months to hold).
RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
WP: Waiting Period (minimum months to wait before buy again).
M*: Mark (p: proxy, n: not used).
Asset Class
Ticker
Description
Rating
R*
RT
WP
Expense
Yield
REAL ESTATE
REAL ESTATE
CSRIX
Cohen & Steers Institutional Realty Shares
95%
3
60
0
0.75%
3.35%
INTERNATIONAL EQUITY
Foreign Large Blend
HAINX
Harbor Funds: Harbor International Fund; Institutional Class Shares
80%
3
60
0
1.02%
3.73%
Foreign Large Blend
RERFX
EuroPacific Growth Fund; Class R-5 Shares
32%
3
60
0
0.84%
4.05%
Others
Moderate Allocation
DODBX
Dodge & Cox Funds: Dodge & Cox Balanced Fund
90%
3
60
0
0.42%
5.86%
US EQUITY
SMALL VALUE
NSCAX
Nuveen Investment Trust: Nuveen NWQ Small-Cap Value Fund; Class A Shares
91%
3
60
0
1.94%
0.74%
MID-CAP VALUE
JVMIX
John Hancock Funds III: John Hancock Disciplined Value Mid Cap Fund; Institutional Class Shares
83%
3
60
0
1.85%
4.58%
LARGE BLEND
SWPPX
Schwab Capital Trust: S&P 500 Index Fund
81%
3
60
0
0.02%
1.62%
LARGE GROWTH
RGAFX
Growth Fund of America
52%
3
60
0
0.63%
8.52%
Mid-Cap Growth
ACRNX
Columbia Acorn Trust: Columbia Acorn Fund; Class Z Shares
15%
3
60
0
1.83%
0%
LARGE VALUE
JVLIX
John Hancock Funds III: John Hancock Disciplined Value Fund; Class I Shares
3%
3
60
0
0.88%
0%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIMCO Funds: Total Return Fund; Institutional Class Shares
73%
3
60
0
0.83%
4.04%
Average Expense Ratio: 1%
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Model Portfolios
Description
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