Investment Options
Total Available Funds: 11
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
HAINX Harbor Funds: Harbor International Fund; Institutional Class Shares
99%
3
60
0
1.02%
3.47%
Foreign Large Blend
HIINX Harbor Funds: Harbor International Fund; Investor Class Shares
60%
3
60
0
0.69%
2.63%
Foreign Large Blend
GIEIX GE Institutional Funds: International Equity Fund; Investment Class Shares
0%
3
60
0
0.56%
0%
Others
Moderate Allocation
GSIVX GE Institutional Funds: Strategic Investment Fund; Investment Class Shares
0%
3
60
0
0.37%
0%
FIXED INCOME
Intermediate-Term Bond
GFIIX GE Institutional Funds: Income Fund; Investment Class Shares
0%
3
60
0
0.23%
0%
US EQUITY
MID-CAP BLEND
VIMSX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares
98%
3
60
0
0.04%
1.35%
LARGE BLEND
SVSPX SSgA Funds: SSgA S&P 500 Index Fund
75%
3
60
0
0.16%
8.53%
Small Growth
MSSGX Morgan Stanley Institutional Fund
70%
3
60
0
2.1%
0%
LARGE BLEND
ANCFX Fundamental Investors
53%
3
60
0
0.28%
1.65%
LARGE GROWTH
AGTHX Growth Fund of America
41%
3
60
0
0.3%
0%
LARGE GROWTH
GUSSX GE Institutional Funds: US Equity Fund; Service Class Shares
0%
3
60
0
0.62%
0%
Average Expense Ratio: 0.58%
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Model Portfolios
Description
The investment options have not been imported yet.
