Investment Options
Total Available Funds:
13
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
FDIVX
Fidelity Investment Trust: Fidelity Diversified International Fund
98%
3
60
0
0.65%
4.36%
Foreign Large Blend
FDIKX
Fidelity Investment Trust: Fidelity Diversified International Fund; Class K Shares
72%
3
60
0
0.99%
4.47%
Others
Target Date 2026-2030
TRRCX
T Rowe Price Retirement Funds
100%
3
60
0
1.08%
6.35%
Target Date 2011-2015
TRRGX
T Rowe Price Retirement Funds
100%
3
60
0
0.76%
5.61%
Target Date 2000-2010
TRRFX
T Rowe Price Retirement Funds
100%
3
60
0
0.34%
4.34%
Target Date 2016-2020
TRRBX
T Rowe Price Retirement Funds
100%
3
60
0
0.78%
6.84%
Target Date 2031-2035
TRRJX
T Rowe Price Retirement Funds
97%
3
60
0
0.84%
4.95%
Target Date 2000-2010
TRRAX
T Rowe Price Retirement Funds
97%
3
60
0
0.99%
4.44%
Target Date 2021-2025
TRRHX
T Rowe Price Retirement Funds
96%
3
60
0
1.05%
6.7%
Retirement Income
TRRIX
T Rowe Price Retirement Funds
91%
3
60
0
0.34%
4.38%
US EQUITY
LARGE BLEND
TICRX
TIAA-CREF Funds: Social Choice Equity Fund; Retail Class Shares
59%
3
60
0
0.27%
6.94%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIMCO Funds: Total Return Fund; Institutional Class Shares
97%
3
60
0
0.83%
3.99%
Intermediate-Term Bond
PTTAX
PIMCO Funds: Total Return Fund; Class A Shares
65%
3
60
0
0.8%
3.66%
Average Expense Ratio: 0.75%
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Model Portfolios
Description
The investment options have not been imported yet.