Investment Options
Total Available Funds: 17
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
REAL ESTATE
REAL ESTATE
FHEAX FA REAL ESTATE A
90%
3
60
0
1.07%
18.19%
INTERNATIONAL EQUITY
Foreign Large Growth
AWPAX AllianceBernstein International Growth Fund
50%
3
60
0
1.49%
0%
Foreign Large Growth
THVRX THORNBURG INT VAL R4
25%
3
60
0
1.36%
0.42%
WORLD STOCK
AGAAX INVS GLB SMMDCP GR A
0%
3
60
0
1.33%
1.42%
WORLD STOCK
AGABX AIM International Mutual Funds (Invesco International Mutual Funds): Invesco Gl Sm & Mid Cp Gr Fd; Cl B Shs
0%
3
60
0
2.16%
8.99%
US EQUITY
MID-CAP BLEND
FLVCX Fidelity Securities Fund: Fidelity Leveraged Company Stock Fund
84%
3
60
0
0.74%
8.83%
LARGE BLEND
PEOPX DREYFUS S&P 500 INDX
72%
3
60
0
0.5%
9.47%
SMALL VALUE
VSCAX IVK SMALL CAP VAL A
62%
3
60
0
0.87%
0%
Mid-Cap Growth
FIIAX FA MID CAP II A
53%
3
60
0
0.74%
0.21%
MID-CAP BLEND
FLSAX FA LEV CO STOCK A
49%
3
60
0
0.66%
9.93%
LARGE GROWTH
FNIAX FA NEW INSIGHTS A
48%
3
60
0
0.7%
6.28%
LARGE VALUE
HDGSX HTFD DIV & GRTH R4
24%
3
60
0
1.04%
1.45%
Small Growth
VASCX IVK SM CAP GRTH A
0%
3
60
0
1.33%
0%
FIXED INCOME
High Yield Bond
SPHIX Fidelity Summer Street Trust: High Income Fund
92%
3
60
0
1.16%
4.08%
Multisector Bond
FSTAX FA STRAT INCOME A
67%
3
60
0
0.97%
3.08%
Intermediate-Term Bond
PTTAX PIM TOTAL RETURN A
65%
3
60
0
0.8%
4.84%
Intermediate-Term Bond
CSIBX Calvert Social Investment Fund: Bond Portfolio; Class A Shares
47%
3
60
0
1.53%
3.48%
Average Expense Ratio: 1.09%
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Model Portfolios
Description
The investment options have not been imported yet.
