Investment Options
Total Available Funds: 10
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
ARTIX Artisan Partners Funds
91%
3
60
0
0.97%
1.83%
Foreign Large Blend
VGTSX Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares
16%
3
60
0
0.08%
3.12%
Others
Moderate Allocation
OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
91%
3
60
0
0.83%
2.3%
FIXED INCOME
Intermediate-Term Bond
PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
97%
3
60
0
0.83%
3.98%
US EQUITY
LARGE VALUE
PRFDX T Rowe Price Equity Income Fund
97%
3
60
0
1.23%
1.94%
MID-CAP BLEND
VEXMX Vanguard Index Funds: Vanguard Extended Market Index Fund; Investor Shares
97%
3
60
0
0.06%
1.11%
Small Growth
BCSIX Brown Capital Management Mutual Funds: Brown Capital Management Small Company Fund; Investor Shares
97%
3
60
0
1.25%
9.63%
Mid-Cap Growth
MPEGX Morgan Stanley Institutional Fund Trust: Mid Cap Growth Portfolio; Class I Shares
80%
3
60
0
0.74%
0%
SMALL VALUE
PCVAX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares
56%
3
60
0
0.89%
16.12%
LARGE GROWTH
AGTHX Growth Fund of America
41%
3
60
0
0.3%
0%
Average Expense Ratio: 0.72%
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Model Portfolios
Description
The investment options have not been imported yet.
