Investment Options
Total Available Funds: 18
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
Emerging Market
DIVERSIFIED EMERGING MKTS
PRMSX EMERGING MARKETS STOCK FUND
82%
3
60
0
0%
1.07%
INTERNATIONAL EQUITY
WORLD STOCK
PRGSX GLOBAL STOCK FUND
91%
3
60
0
1.08%
0.31%
Others
Target Date 2026-2030
TRRCX T Rowe Price Retirement Funds
100%
3
60
0
1.08%
6.35%
Target Date 2036-2040
TRRDX T Rowe Price Retirement Funds
100%
3
60
0
0.6%
5.91%
Target Date 2016-2020
TRRBX T Rowe Price Retirement Funds
100%
3
60
0
0.78%
6.84%
Moderate Allocation
PRWCX CAPITAL APPRECIATION FUND
99%
3
60
0
0.98%
4.41%
Target Date 2021-2025
TRRHX T Rowe Price Retirement Funds
96%
3
60
0
1.05%
6.7%
Target Date 2041-2045
TRRKX RETIREMENT 2045 FUND
96%
3
60
0
1.12%
4.73%
Health
PRHSX HEALTH SCIENCES FUND
64%
3
60
0
0.8%
4.98%
Natural Resources
PRNEX NEW ERA FUND
63%
3
60
0
0.74%
10.6%
FIXED INCOME
Intermediate-Term Bond
PTRAX PIMCO TOTAL RETURN ADMIN
66%
3
60
0
0.8%
3.74%
US EQUITY
LARGE GROWTH
PRGFX GROWTH STOCK FUND
100%
3
60
0
0%
3.9%
LARGE VALUE
PRFDX EQUITY INCOME FUND
97%
3
60
0
1.23%
6.48%
Mid-Cap Growth
MGOYX MUNDER MIDCAP CORE GR FD
82%
3
60
0
1.57%
4.94%
MID-CAP VALUE
TRMCX T Rowe Price Mid-Cap Value Fund
81%
3
60
0
0.83%
8.28%
Small Growth
PRNHX NEW HORIZONS FUND
80%
3
60
0
0.79%
0%
SMALL BLEND
OTCFX SMALL-CAP STOCK FUND
78%
3
60
0
1.17%
4.21%
LARGE GROWTH
CVGRX CALAMOS GROWTH A FUND
53%
3
60
0
1.05%
5.11%
Average Expense Ratio: 0.87%
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Model Portfolios
Description
The investment options have not been imported yet.
