Emerging Market |
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DIVERSIFIED EMERGING MKTS |
LZEMX |
Lazard Emerging Markets Equity Inst |
91% |
3 |
60 |
0 |
1.07%
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4%
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INTERNATIONAL EQUITY |
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Foreign Large Blend |
DODFX |
Dodge & Cox International Stock |
99% |
3 |
60 |
0 |
0.52%
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2.42%
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Foreign Large Blend |
HIINX |
Harbor International Inv |
60% |
3 |
60 |
0 |
0.69%
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3.3%
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Foreign Large Blend |
REREX |
American Funds EuroPacific Gr R4 |
56% |
3 |
60 |
0 |
0.9%
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3.73%
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Others |
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Target Date 2026-2030 |
SWDRX |
Schwab Target 2030 Fund |
97% |
3 |
60 |
0 |
0.42%
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4.45%
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Target Date 2036-2040 |
SWERX |
Schwab Target 2040 Fund |
96% |
3 |
60 |
0 |
0.5%
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4.03%
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Target Date 2016-2020 |
SWCRX |
Schwab Target 2020 Fund |
96% |
3 |
60 |
0 |
0.29%
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7.1%
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Target Date 2000-2010 |
SWBRX |
Schwab Target 2010 Fund |
95% |
3 |
60 |
0 |
0.26%
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4.43%
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Target Date 2031-2035 |
SWIRX |
Schwab Target 2035 Fund |
70% |
3 |
60 |
0 |
0.47%
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3.6%
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Target Date 2011-2015 |
SWGRX |
Schwab Target 2015 Fund |
70% |
3 |
60 |
0 |
0.28%
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6.1%
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Target Date 2021-2025 |
SWHRX |
Schwab Target 2025 Fund |
69% |
3 |
60 |
0 |
0.35%
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5.3%
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US EQUITY |
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SMALL BLEND |
RYTRX |
Royce Total Return Fund Investment |
93% |
3 |
60 |
0 |
1.95%
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10.13%
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SMALL BLEND |
NMSCX |
Columbia Small Cap Index Z |
81% |
3 |
60 |
0 |
0.45%
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5.61%
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LARGE BLEND |
SWPPX |
Schwab S&P 500 Index |
78% |
3 |
60 |
0 |
0.02%
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1.59%
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LARGE GROWTH |
RGAEX |
American Funds Growth Fund of America Class R-4 |
39% |
3 |
60 |
0 |
0.3%
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8.07%
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FIXED INCOME |
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Intermediate-Term Bond |
PTTRX |
PIMCO Total Return Instl |
97% |
3 |
60 |
0 |
0.83%
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3.75%
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