Investment Options
Total Available Funds:
13
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
INTERNATIONAL EQUITY
Foreign Large Blend
FDVAX
Fidelity Advisor Series VIII: Fidelity Advisor Diversified International Fund; Class A Shares
70%
3
60
0
0.91%
4.21%
Foreign Large Blend
FADIX
Fidelity Advisor Series VIII: Fidelity Advisor Diversified International Fund; Class T Shares
52%
3
60
0
0.91%
3.99%
Foreign Large Value
nivlx
Columbia Funds Series Trust: Columbia International Value Fund; Class A Shares
0%
3
60
0
NA
NA
Others
Financial
FAFDX
Fidelity Advisor Series VII: Fidelity Advisor Financial Services Fund; Class A Shares
66%
3
60
0
1.28%
2.79%
Target Date 2000-2010
FFAVX
Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2005 Fund; Class A Shares
10%
3
60
0
1.47%
2.71%
FIXED INCOME
Inflation-Protected Bond
BPRAX
BlackRock Funds II: BlackRock Inflation Protected Bond Portfolio; Investor A Shares
36%
3
60
0
0.56%
3.37%
US EQUITY
SMALL VALUE
CSCZX
Columbia Funds Series Trust I: Columbia Small Cap Value Fund I; Class Z Shares
88%
3
60
0
1.24%
7.78%
SMALL VALUE
CSMIX
Columbia Funds Series Trust I: Columbia Small Cap Value Fund I; Class A Shares
85%
3
60
0
0.86%
8.69%
LARGE VALUE
LBSAX
Columbia Funds Series Trust I: Columbia Dividend Income Fund; Class A Shares
83%
3
60
0
1.16%
5.05%
MID-CAP VALUE
BMCAX
BlackRock Funds: BlackRock Flexible Equity Fund; Investor A Shares
78%
3
60
0
0.87%
0.93%
LARGE GROWTH
NFEAX
Columbia Funds Series Trust: Columbia Marsico Focused Equities Fund; Class A Shares
32%
3
60
0
0.8%
0%
LARGE VALUE
pneax
Allianz Funds: AllianzGI NFJ Dividend Value Fund; Class A Shares
0%
3
60
0
NA
NA
MID-CAP VALUE
mdrfx
BlackRock Mid Cap Value Opportunities Series
0%
3
60
0
NA
NA
Average Expense Ratio: 1.07%
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Model Portfolios
Description
The investment options have not been imported yet.