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
DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
99%
3
60
0
0.52%
2.33%
Foreign Large Blend
JETIX Artio Global Investment Funds: Artio International Equity Fund II; Class I Shares
93%
3
60
0
0.9%
4.99%
Foreign Large Blend
JETAX Artio Global Investment Funds: Artio International Equity Fund II; Class A Shares
51%
3
60
0
0.9%
4.68%
Others
Target Date 2021-2025
FFTWX Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund
95%
3
60
0
0.34%
2.01%
FIXED INCOME
Intermediate-Term Bond
PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
97%
3
60
0
0.83%
3.98%
US EQUITY
Small Growth
ALSRX Alger Institutional Funds: Alger Small Cap Growth Institutional Fund; Class I Shares
89%
3
60
0
1.73%
0%
LARGE VALUE
AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
78%
3
60
0
0.94%
1.65%
LARGE BLEND
VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
78%
3
60
0
0.02%
1.36%
LARGE GROWTH
HACAX Harbor Funds: Harbor Capital Appreciation Fund; Institutional Class Shares
75%
3
60
0
1.04%
0%
SMALL BLEND
WHGSX Advisors' Inner Circle Fund: Westwood SmallCap Value Fund; Institutional Shares
54%
3
60
0
0.79%
3.62%
Average Expense Ratio: 0.8%
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Model Portfolios
Description
The investment options have not been imported yet.
