Investment Options
Total Available Funds:
12
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
RERFX
EuroPacific Growth Fund; Class R-5 Shares
94%
3
60
0
0.84%
1.86%
WORLD STOCK
CWGIX
Capital World Growth & Income Fund; Class A Shares
65%
3
60
0
0.53%
3.47%
Others
Technology
RAGTX
Allianz Funds: AllianzGI Technology Fund; Class A Shares
40%
3
60
0
1.17%
16.54%
FIXED INCOME
Intermediate-Term Bond
DODIX
Dodge & Cox Funds: Dodge & Cox Income Fund
87%
3
60
0
0.33%
3.91%
US EQUITY
MID-CAP VALUE
FLMVX
JP Morgan Fleming Mutual Fund Group
86%
3
60
0
1.14%
1.22%
LARGE GROWTH
RGAFX
Growth Fund of America
75%
3
60
0
0.63%
0.75%
SMALL VALUE
PCVAX
Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares
56%
3
60
0
0.89%
16.12%
MID-CAP VALUE
JAMCX
JP Morgan Fleming Mutual Fund Group
40%
3
60
0
1.15%
5.76%
Small Growth
BSCFX
Baron Investment Funds Trust: Baron Small Cap Fund; Retail Shares
39%
3
60
0
1.31%
3.11%
Mid-Cap Growth
BARAX
Baron Investment Funds Trust: Baron Asset Fund; Retail Shares
35%
3
60
0
1.33%
3.55%
LARGE VALUE
EVRAX
Columbia Funds Series Trust I: Columbia Value & Restructuring Fund; Class A Shares
0%
3
60
0
1.22%
0%
LARGE VALUE
URBIX
Columbia Funds Series Trust I: Columbia Value & Restructuring Fund; Class R Shares
0%
3
60
0
1.47%
0%
Average Expense Ratio: 1%
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Model Portfolios
Description
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