Investment Options
Total Available Funds: 18
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
TIVRX Thornburg Investment Trust: Thornburg International Value Fund; Class R5 Shares
94%
3
60
0
1.16%
2.42%
Foreign Large Growth
TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares
64%
3
60
0
1.36%
2.3%
Others
Target Date 2011-2015
TRRGX T Rowe Price Retirement Funds
100%
3
60
0
0.76%
5.62%
Target Date 2000-2010
TRRFX T Rowe Price Retirement Funds
100%
3
60
0
0.34%
4.35%
Target Date 2031-2035
TRRJX T Rowe Price Retirement Funds
97%
3
60
0
0.84%
4.94%
Target Date 2021-2025
TRRHX T Rowe Price Retirement Funds
96%
3
60
0
1.05%
6.7%
Target Date 2041-2045
TRRKX T Rowe Price Retirement Funds
96%
3
60
0
1.12%
4.71%
Target Date 2046-2050
TRRMX T Rowe Price Retirement Funds
78%
3
60
0
0.63%
4.77%
FIXED INCOME
Intermediate-Term Bond
PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
97%
3
60
0
0.83%
4.03%
Multisector Bond
FSTAX Fidelity Advisor Series II: Fidelity Advisor Strategic Income Fund; Class A Shares
67%
3
60
0
0.97%
4.28%
High Yield Bond
FAHCX Fidelity Advisor Series I: Fidelity Advisor High Income Advantage Fund; Institutional Class Shares
0%
3
60
0
1.19%
5.45%
US EQUITY
MID-CAP VALUE
JMCVX Janus Investment Fund: Perkins Mid Cap Value Fund; Class T Shares
98%
3
60
0
0.91%
9.71%
Mid-Cap Growth
RPMGX T Rowe Price Mid-Cap Growth Fund
87%
3
60
0
1.29%
6.74%
LARGE GROWTH
NBSTX Neuberger Berman Equity Funds: Neuberger Berman Socially Responsive Fund; Trust Class Shares
80%
3
60
0
1.3%
10.13%
Small Growth
PRNHX T Rowe Price New Horizons Fund
80%
3
60
0
0.79%
0%
LARGE VALUE
MDDVX BlackRock Equity Dividend Fund; Investor A Shares
57%
3
60
0
1%
7.09%
Small Growth
VSEAX JPMorgan Trust I: JPMorgan Small Cap Equity Fund; Class A Shares
57%
3
60
0
1.75%
5.11%
LARGE GROWTH
FNIAX Fidelity Contrafund: Fidelity Advisor New Insight Fund; Class A Shares
48%
3
60
0
0.7%
6.28%
Average Expense Ratio: 1%
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Model Portfolios
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