Investment Options
Total Available Funds:
11
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
CSRIX
Cohen & Steers Institutional Realty Shares
79%
3
60
0
0.75%
3.1%
INTERNATIONAL EQUITY
Foreign Large Blend
HAINX
Harbor Funds: Harbor International Fund; Institutional Class Shares
99%
3
60
0
1.02%
3.47%
Foreign Large Blend
RERFX
EuroPacific Growth Fund; Class R-5 Shares
94%
3
60
0
0.84%
1.86%
Others
Moderate Allocation
DODBX
Dodge & Cox Funds: Dodge & Cox Balanced Fund
93%
3
60
0
0.42%
2.56%
US EQUITY
LARGE VALUE
JVLIX
John Hancock Funds III: John Hancock Disciplined Value Fund; Class I Shares
86%
3
60
0
0.88%
5.47%
LARGE BLEND
SWPPX
Schwab Capital Trust: S&P 500 Index Fund
79%
3
60
0
0.02%
1.34%
LARGE GROWTH
RGAFX
Growth Fund of America
75%
3
60
0
0.63%
0.75%
Mid-Cap Growth
ACRNX
Columbia Acorn Trust: Columbia Acorn Fund; Class Z Shares
75%
3
60
0
1.83%
0%
SMALL VALUE
NSCAX
Nuveen Investment Trust: Nuveen NWQ Small-Cap Value Fund; Class A Shares
33%
3
60
0
1.94%
2.76%
MID-CAP VALUE
JVMIX
John Hancock Funds III: John Hancock Disciplined Value Mid Cap Fund; Institutional Class Shares
5%
3
60
0
1.85%
4.58%
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: 1%
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Model Portfolios
Description
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