Investment Options
Total Available Funds:
16
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
JSEAX
JPMorgan Trust I: JPMorgan International Equity Fund; Class A Shares
48%
3
60
0
0.95%
2.13%
FOREIGN SMALL/MID GROWTH
CARIX
Columbia Acorn Trust: Columbia Acorn International; Class I Shares
0%
3
60
0
0.86%
NA
Others
Target Date 2021-2025
ARWIX
American Century Asset Allocation Portfolios
99%
3
60
0
1.02%
2.14%
Target Date 2041-2045
AROIX
American Century Asset Allocation Portfolios
99%
3
60
0
0.88%
1.64%
Target Date 2031-2035
ARYIX
American Century Asset Allocation Portfolios
99%
3
60
0
1.08%
1.93%
Target Date 2031-2035
ARYRX
American Century Asset Allocation Portfolios
67%
3
60
0
1.07%
4.28%
Target Date 2011-2015
ARFIX
American Century Asset Allocation Portfolios
0%
3
60
0
0.78%
3.34%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIMCO Funds: Total Return Fund; Institutional Class Shares
97%
3
60
0
0.83%
3.98%
Intermediate-Term Bond
PTTAX
PIMCO Funds: Total Return Fund; Class A Shares
65%
3
60
0
0.8%
4.84%
US EQUITY
Small Growth
TMCGX
Turner Funds: Turner Emerging Growth Fund; Investor Class Shares
89%
3
60
0
0.9%
0%
Mid-Cap Growth
ARTMX
Artisan Partners Funds
88%
3
60
0
0.96%
0%
MID-CAP VALUE
FLMVX
JP Morgan Fleming Mutual Fund Group
86%
3
60
0
1.14%
1.22%
MID-CAP VALUE
JAMCX
JP Morgan Fleming Mutual Fund Group
41%
3
60
0
1.15%
5.76%
SMALL BLEND
ARTVX
Artisan Partners Funds
0%
3
60
0
1.2%
0%
Small Growth
TMCOX
Turner Funds: Turner Emerging Growth Fund; Institutional Class Shares
0%
3
60
0
1.17%
0%
SMALL BLEND
APHVX
Artisan Partners Funds
0%
3
60
0
1.02%
0%
Average Expense Ratio: 0.99%
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Model Portfolios
Description
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