Investment Options
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
WORLD STOCK
CWGIX
Capital World Growth & Income Fund; Class A Shares
65%
3
60
0
0.53%
3.47%
Foreign Large Blend
AEPGX
EuroPacific Growth Fund; Class A Shares
57%
3
60
0
0.9%
3.64%
Others
Target Date 2011-2015
AABTX
American Funds Target Date Retirement Series: American Funds 2015 Target Date Retirement Fund; Class A Shares
50%
3
60
0
0.3%
3.44%
Target Date 2021-2025
AADTX
American Funds Target Date Retirement Series: American Funds 2025 Target Date Retirement Fund; Class A Shares
47%
3
60
0
0.32%
3.58%
Moderate Allocation
ABALX
American Balanced Fund; Class A Shares
43%
3
60
0
0.31%
2.39%
Target Date 2026-2030
AAETX
American Funds Target Date Retirement Series: American Funds 2030 Target Date Retirement Fund; Class A Shares
39%
3
60
0
0.33%
3.9%
Target Date 2016-2020
AACTX
American Funds Target Date Retirement Series: American Funds 2020 Target Date Retirement Fund; Class A Shares
32%
3
60
0
0.3%
3.63%
US EQUITY
LARGE GROWTH
AGTHX
Growth Fund of America
41%
3
60
0
0.3%
0%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIMCO Funds: Total Return Fund; Institutional Class Shares
97%
3
60
0
0.83%
3.98%
Average Expense Ratio: 0.46%
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Model Portfolios
Description
The investment options have not been imported yet.