Investment Options
Total Available Funds: 26
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
Emerging Market
DIVERSIFIED EMERGING MKTS
VEIEX Vanguard Emerging Mkts-Stock Index
99%
3
60
0
0.08%
3.29%
INTERNATIONAL EQUITY
Foreign Large Value
VTRIX Vanguard International Value
99%
3
60
0
0.39%
2.76%
Foreign Large Blend
VWIGX Vanguard International Growth
83%
3
60
0
0.45%
1.84%
Others
Target Date 2021-2025
VTTVX Vanguard Target rtmt 2025
97%
3
60
0
0.08%
2.62%
Target Date 2041-2045
VTIVX Vanguard Target rtmt 2045
97%
3
60
0
0.08%
2.34%
Retirement Income
VTINX Vanguard rtmt Savings Tr Collective Investment Fund
97%
3
60
0
0.08%
2.93%
Retirement Income
VTINX Vanguard Target rtmt Income
97%
3
60
0
0.08%
2.93%
Moderate Allocation
PAAIX Pacific Investment Management Company All Asset
96%
3
60
0
1.84%
3.53%
Target Date 2031-2035
VTTHX Vanguard Target rtmt 2035
96%
3
60
0
0.08%
2.34%
Moderate Allocation
VWELX Vanguard Wellington
90%
3
60
0
0.17%
12.31%
Target Date 2011-2015
VTXVX Vanguard Target rtmt 2015
0%
3
60
0
0.08%
2.59%
Target Date 2000-2010
VTOVX Vanguard Target rtmt 2005
0%
3
60
0
NA
2.78%
ROOT
CASH Vanguard Prime Money Mkt
0%
1
60
0
NA
4.14%
FIXED INCOME
Intermediate-Term Bond
VBMFX Vanguard Total Bond Mkt Index
100%
3
60
0
0.15%
3.15%
Intermediate-Term Bond
PTTRX Pacific Investment Management Company Total Return
97%
3
60
0
0.83%
3.98%
US EQUITY
LARGE VALUE
VWNFX Vanguard Windsor II
99%
3
60
0
0.26%
1.52%
Mid-Cap Growth
VMGIX Vanguard Mid-Cap Index
98%
3
60
0
0.19%
0.58%
LARGE BLEND
VFINX Vanguard 500 Index
98%
3
60
0
0.14%
1.27%
LARGE GROWTH
VPMCX Vanguard PRIMECAP
95%
3
60
0
0.31%
7.81%
MID-CAP VALUE
GCMAX Goldman Sachs Mid Cap Value
93%
3
60
0
1.18%
0.54%
LARGE BLEND
OAKLX Oakmark Select
92%
3
60
0
0.98%
0.51%
MID-CAP VALUE
JMVAX Janus Small Cap Value
90%
3
60
0
0.91%
1.13%
Mid-Cap Growth
MPEGX Morgan Stanley InstT Midcap Growth Advisor Mutual Fund
80%
3
60
0
0.74%
0%
Small Growth
VEXPX Vanguard Explorer
76%
3
60
0
0.45%
4.34%
Mid-Cap Growth
RIMSX Rainer Small/Mid Cap Value
0%
3
60
0
1.26%
12.88%
LARGE GROWTH
CGMFX Marisco Focus Investment
0%
3
60
0
1.3%
0%
Average Expense Ratio: 0.52%
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Model Portfolios
The plan consists of 27 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Emerging Market Equity and Foreign Equity.
