Investment Options
Total Available Funds: 10
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
VWIGX Vanguard World Funds: Vanguard International Growth Fund; Investor Shares
43%
3
60
0
0.45%
1.84%
Others
ROOT
VUSXX Vanguard Admiral Funds: Vanguard Admiral Treasury Money Market Fund; Investor Shares
0%
3
60
0
0.11%
NA
FIXED INCOME
Intermediate Government
VFITX Vanguard Fixed Income Securities Funds: Vanguard Intermediate-Term Treasury Fund; Investor Shares
92%
3
60
0
0.2%
3.38%
Long-Term Bond
VWESX Vanguard Fixed Income Securities Funds: Vanguard Long-Term Investment-Grade Fund; Investor Shares
31%
3
60
0
0.22%
4.15%
US EQUITY
LARGE BLEND
VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
85%
3
60
0
0.02%
1.36%
LARGE GROWTH
VIGRX Vanguard Index Funds: Vanguard Growth Index Fund; Investor Class Shares
80%
3
60
0
0.04%
0.43%
SMALL BLEND
RYTRX Royce Fund: Royce Total Return Fund; Investment Class Shares
79%
3
60
0
1.95%
10%
MID-CAP BLEND
VIMSX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares
46%
3
60
0
0.04%
1.35%
Mid-Cap Growth
ARTMX Artisan Partners Funds
41%
3
60
0
0.96%
0%
Small Growth
ARTSX Artisan Partners Funds
16%
3
60
0
1.07%
0%
Average Expense Ratio: 0.51%
Sign up to get fund ranking change alerts
Model Portfolios
Description
The investment options have not been imported yet.
