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
JIEIX
Artio Global Investment Funds: Artio International Equity Fund; Class I Shares
93%
3
60
0
0.9%
7.06%
Others
Target Date 2026-2030
STLDX
BlackRock Funds III: LifePath 2030 Portfolio; Institutional Shares
94%
3
60
0
0.34%
3.1%
Target Date 2036-2040
STLEX
BlackRock Funds III: LifePath 2040 Portfolio; Institutional Shares
92%
3
60
0
1.04%
3.18%
Target Date 2046-2050
STLFX
BlackRock Funds III: LifePath 2050 Portfolio; Institutional Shares
81%
3
60
0
0.34%
1.14%
Target Date 2026-2030
LPSDX
BlackRock Funds III: LifePath 2030 Portfolio; Class K Shares
76%
3
60
0
0.34%
1.78%
Target Date 2016-2020
STLCX
BlackRock Funds III: LifePath 2020 Portfolio; Institutional Class Shares
0%
3
60
0
0.67%
1.74%
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 GROWTH
PRGFX
T Rowe Price Growth Stock Fund
100%
3
60
0
0%
0%
LARGE VALUE
DODGX
Dodge & Cox Funds: Dodge & Cox Stock Fund
93%
3
60
0
0.52%
4.95%
Small Growth
PSCZX
Prudential Jennison Small Company Fund
93%
3
60
0
0.82%
0.51%
Average Expense Ratio: 0.58%
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Related Retirement Plans
Model Portfolios
Description
The investment options have not been imported yet.