Investment Options
Total Available Funds:
15
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
AEPGX
EuroPacific Growth Fund; Class A Shares
57%
3
60
0
0.9%
3.64%
Others
Moderate Allocation
MSFRX
MFS Series Trust V: MFS Total Return Fund; Class A Shares
46%
3
60
0
0.39%
2.52%
Retirement Income
WOTDX
Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target Today Fund; Institutional Class Shares
0%
3
60
0
0.6%
2.16%
Target Date 2000-2010
WFCTX
Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2010 Fund; Investor Class Shares
0%
3
60
0
0.88%
0%
US EQUITY
MID-CAP VALUE
ARTQX
Artisan Partners Funds
91%
3
60
0
1.05%
17.63%
Mid-Cap Growth
ARTMX
Artisan Partners Funds
88%
3
60
0
0.96%
0%
MID-CAP VALUE
TRMCX
T Rowe Price Mid-Cap Value Fund
81%
3
60
0
0.83%
7.78%
LARGE BLEND
DNVYX
Davis New York Venture Fund
69%
3
60
0
1.75%
8.03%
LARGE VALUE
MEIHX
MFS Series Trust I: MFS Value Fund; Class R3 Shares
55%
3
60
0
0.8%
8.39%
Mid-Cap Growth
LACAX
Columbia Acorn Trust: Columbia Acorn Fund; Class A Shares
46%
3
60
0
1.83%
0%
LARGE GROWTH
AGTHX
Growth Fund of America
41%
3
60
0
0.3%
0%
SMALL BLEND
RSPFX
RS Investment Trust: RS Partners Fund; Class A Shares
40%
3
60
0
1.12%
5.35%
LARGE BLEND
WFILX
Wells Fargo Funds Trust: Wells Fargo Advantage Index Fund; Class A Shares
2%
3
60
0
0.45%
7.75%
LARGE BLEND
WFIRX
Wells Fargo Funds Trust: Wells Fargo Advantage Index Fund; Investor Class Shares
0%
3
60
0
0.45%
3.47%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIMCO Funds: Total Return Fund; Institutional Class Shares
97%
3
60
0
0.83%
3.98%
Average Expense Ratio: 0.88%
Sign up to get fund ranking change alerts
Related Retirement Plans
Model Portfolios
Description
The investment options have not been imported yet.