Investment Options
Total Available Funds: 16
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 Growth
JIGRX JANUS OVERSEAS S
28%
3
60
0
2.06%
2.21%
Foreign Large Growth
JDIAX Janus Investment Fund: Janus Overseas Fund; Class A Shares
6%
3
60
0
2.06%
2.68%
Others
Target Date 2036-2040
FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
95%
3
60
0
0.64%
1.26%
Target Date 2031-2035
FFTHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2035 Fund
95%
3
60
0
0.7%
1.55%
Target Date 2041-2045
FFFGX FID FREEDOM 2045
91%
3
60
0
0.75%
3.67%
FIXED INCOME
Short-Term Bond
PLDAX PIMCO LOW DUR ADM
56%
3
60
0
1.05%
3.81%
Short-Term Bond
PTLAX PIMCO Funds: PIMCO Low Duration Fund; Class A Shares
54%
3
60
0
1.05%
3.77%
Intermediate-Term Bond
WACIX WA CORE PLUS BOND FI
44%
3
60
0
1.34%
4.17%
US EQUITY
MID-CAP BLEND
FLVCX FID LEVERGD CO STK
84%
3
60
0
0.74%
8.83%
LARGE BLEND
FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
79%
3
60
0
0.09%
1.79%
LARGE GROWTH
FDCAX FID CAPITAL APPREC
73%
3
60
0
0.83%
3.39%
SMALL VALUE
PVADX ALLNZ NFJ SMCPVAL AD
57%
3
60
0
0.89%
15.52%
SMALL VALUE
PCVAX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares
56%
3
60
0
0.89%
16.12%
SMALL BLEND
SSMVX Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Investor Class Shares
0%
3
60
0
1.35%
0%
MID-CAP BLEND
FSEVX SPTN EXT MKT IDX ADV
0%
3
60
0
0.07%
1.17%
LARGE BLEND
FUSVX SPTN 500 INDEX ADV
0%
3
60
0
0.04%
1.84%
Average Expense Ratio: 0.91%
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Model Portfolios
Description
The investment options have not been imported yet.
