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
WORLD STOCK
RWIFX
Capital World Growth & Income Fund; Class R-5 Shares
92%
3
60
0
0.75%
1.99%
Foreign Large Blend
JETAX
Artio Global Investment Funds: Artio International Equity Fund II; Class A Shares
51%
3
60
0
0.9%
4.68%
Others
Retirement Income
FFFAX
Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund
98%
3
60
0
0.42%
2.89%
Target Date 2000-2010
FFFBX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
0%
3
60
0
0.44%
0%
US EQUITY
Mid-Cap Growth
NBGIX
Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Institutional Class
91%
3
60
0
1.34%
0.15%
Mid-Cap Growth
BGRIX
Baron Investment Funds Trust: Baron Growth Fund; Institutional Class Shares
27%
3
60
0
1.3%
1.74%
MID-CAP VALUE
JDPAX
Janus Investment Fund: Perkins Mid Cap Value Fund; Class A Shares
27%
3
60
0
0.5%
14.98%
LARGE BLEND
BPEQX
UBS Funds: UBS US Large Cap Equity Fund; Class Y Shares
0%
3
60
0
0.7%
0.65%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIMCO Funds: Total Return Fund; Institutional Class Shares
97%
3
60
0
0.83%
3.98%
High Yield Bond
PHIYX
PIMCO Funds: PIMCO High Yield Fund; Institutional Class Shares
72%
3
60
0
0.66%
5.61%
Average Expense Ratio: 0.78%
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Related Retirement Plans
Model Portfolios
Description
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