Investment Options
Total Available Funds:
14
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%
3.91%
Others
Moderate Allocation
RLBFX
American Balanced Fund; Class R-5 Shares
79%
3
60
0
0.31%
2.86%
World Allocation
MDLOX
BlackRock Global Allocation Fund
74%
3
60
0
0.84%
1.21%
US EQUITY
LARGE VALUE
DODGX
Dodge & Cox Funds: Dodge & Cox Stock Fund
93%
3
60
0
0.52%
6.05%
Mid-Cap Growth
RPMGX
T Rowe Price Mid-Cap Growth Fund
87%
3
60
0
1.29%
6.75%
MID-CAP VALUE
TRMCX
T Rowe Price Mid-Cap Value Fund
81%
3
60
0
0.83%
8.28%
Small Growth
SIGWX
Sentinel Group Funds
62%
3
60
0
0.81%
0.16%
SMALL VALUE
CSMIX
Columbia Funds Series Trust I: Columbia Small Cap Value Fund I; Class A Shares
50%
3
60
0
0.86%
8.63%
SMALL VALUE
CSSCX
Columbia Funds Series Trust I: Columbia Small Cap Value Fund I; Class C Shares
48%
3
60
0
0.86%
14.51%
Small Growth
SAGWX
Sentinel Group Funds
45%
3
60
0
0.81%
0.18%
LARGE GROWTH
AGTHX
Growth Fund of America
41%
3
60
0
0.3%
8.43%
LARGE GROWTH
RGACX
Growth Fund of America
37%
3
60
0
0.3%
8.34%
Mid-Cap Growth
STDIX
Wells Fargo Funds Trust: Wells Fargo Advantage Discovery Fund; Investor Class Shares
0%
3
60
0
1.3%
7.88%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIMCO Funds: Total Return Fund; Institutional Class Shares
97%
3
60
0
0.83%
3.99%
Average Expense Ratio: 0.76%
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Model Portfolios
Description
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