Investment Options
Total Available Funds: 13
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
Emerging Market
DIVERSIFIED EMERGING MKTS
ODMAX Oppenheimer Developing Markets Fund; Class A Shares
65%
3
60
0
0.84%
0.54%
INTERNATIONAL EQUITY
Foreign Large Blend
AEPGX EuroPacific Growth Fund; Class A Shares
58%
3
60
0
0.9%
3.64%
Others
Target Date 2041-2045
WFQYX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2045 Fund; Administrator Class Shares
0%
3
60
0
0.6%
1.53%
Retirement Income
WOTDX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target Today Fund; Institutional Class Shares
0%
3
60
0
0.6%
2.16%
Target Date 2031-2035
WFQTX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2035 Fund; Investor Class Shares
0%
3
60
0
0.93%
0%
Target Date 2021-2025
WFGYX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2025 Fund; Investor Class Shares
0%
3
60
0
0.91%
0%
Target Date 2021-2025
WFTRX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2025 Fund; Administrator Class Shares
0%
3
60
0
0.29%
1.59%
Target Date 2031-2035
WFQWX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2035 Fund; Administrator Class Shares
0%
3
60
0
0.49%
1.53%
US EQUITY
SMALL BLEND
MSVSX MassMutual Select Funds: MassMutual Select Small Company Value Fund; Class S Shares
86%
3
60
0
0.96%
0.7%
LARGE BLEND
MIEYX MassMutual Select Funds: MassMutual Select Indexed Equity Fund; Class Y Shares
72%
3
60
0
0.62%
7.21%
Small Growth
VCSCX AIM Counselor Series Trust (Invesco Counselor Series Trust): Invesco Small Cap Discovery Fund; Class C Shares
0%
3
60
0
2.03%
0%
Small Growth
VASCX AIM Counselor Series Trust (Invesco Counselor Series Trust): Invesco Small Cap Discovery Fund; Class A Shares
0%
3
60
0
1.33%
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: 0.87%
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Model Portfolios
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