Investment Options
Total Available Funds: 17
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
REREX EuroPacific Growth Fund; Class R-4 Shares
57%
3
60
0
0.9%
3.74%
Others
Conservative Allocation
WMRIX Wilmington Funds: Wilmington Multi-Manager Real Asset Fund; Institutional Shares
89%
3
60
0
1.08%
5%
Conservative Allocation
WMMRX Wilmington Funds: Wilmington Multi-Manager Real Asset Fund; Class A Shares
60%
3
60
0
1.08%
4.92%
Moderate Allocation
RLBEX American Balanced Fund; Class R-4 Shares
42%
3
60
0
0.31%
2.36%
Multialternative
WRAAX Wilmington Funds: Wilmington Rock Maple Alternatives Fund; Class A Shares
13%
3
60
0
1.5%
0%
Multialternative
WRAIX Wilmington Funds: Wilmington Rock Maple Alternatives Fund; Class I Shares
12%
3
60
0
1.5%
0%
FIXED INCOME
Inflation-Protected Bond
ACITX American Century Government Income Trust: Inflation-Adjusted Bond Fund; Investor Class Shares
92%
3
60
0
0.76%
4.48%
Intermediate Government
MFGHX MFS Series Trust XIII: MFS Government Securities Fund; Class R3 Shares
57%
3
60
0
1.51%
2.96%
SHORT GOVERNMENT
ASTTX Wilmington Funds: Wilmington Short Duration Government Bond Fund; Class A Shares
0%
3
60
0
0.89%
0%
SHORT GOVERNMENT
GVLDX Wilmington Funds: Wilmington Short Duration Government Bond Fund; Institutional Class Shares
0%
3
60
0
0.64%
1.48%
US EQUITY
Small Growth
RYVPX Royce Fund: Royce Value Plus Fund; Service Class Shares
97%
3
60
0
1.24%
0%
LARGE GROWTH
EQPGX Fidelity Advisor Series I: Fidelity Advisor Equity Growth Fund; Institutional Class Shares
82%
3
60
0
0.72%
1.46%
LARGE BLEND
WMLIX Wilmington Funds: Wilmington Large-Cap Strategy Fund; Institutional Shares
71%
3
60
0
0.25%
6.13%
SMALL VALUE
PCVAX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares
56%
3
60
0
0.89%
16.12%
LARGE BLEND
JUEAX JPMorgan Trust I: JPMorgan US Equity Fund; Class A Shares
56%
3
60
0
0.54%
1.73%
LARGE GROWTH
FKGRX Franklin Custodian Funds
50%
3
60
0
0.46%
0%
LARGE GROWTH
MLGIX Wilmington Funds: Wilmington Large Cap Growth Fund; Institutional Class Shares
0%
3
60
0
1.04%
7.51%
Average Expense Ratio: 0.9%
Sign up to get fund ranking change alerts
Model Portfolios
Description
The investment options have not been imported yet.
