Investment Options
Total Available Funds: 14
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
GTDDX INVS DEVELOP MKTS A
35%
3
60
0
1.15%
1.54%
INTERNATIONAL EQUITY
Foreign Large Value
AFJAX Allianz Funds: AllianzGI NFJ International Value Fund; Class A Shares
2%
3
60
0
1.01%
2.05%
Others
Natural Resources
MDGRX BlackRock Natural Resources Trust; Investor A Shares
45%
3
60
0
1.17%
4.33%
FIXED INCOME
Intermediate-Term Bond
FEPAX FA TOTAL BOND A
80%
3
60
0
0.5%
3.02%
US EQUITY
SMALL BLEND
FSCDX FA SMALL CAP A
83%
3
60
0
2.15%
4.64%
LARGE GROWTH
FNIAX FA NEW INSIGHTS A
77%
3
60
0
0.7%
6.28%
LARGE GROWTH
JCAPX Janus Investment Fund: Janus Forty Fund; Class I Shares
58%
3
60
0
1.64%
8.47%
Mid-Cap Growth
ATHAX AM CENT HERITAGE A
53%
3
60
0
0.01%
0%
LARGE VALUE
MDDVX BLKRK EQUITY DIV A
31%
3
60
0
1%
7.02%
LARGE GROWTH
HGOSX Hartford Mutual Funds II
25%
3
60
0
1.14%
0%
LARGE BLEND
ITHAX Hartford Mutual Funds
19%
3
60
0
0.79%
0.31%
SMALL VALUE
PCVAX ALZGI NFJ SMCPVL A
7%
3
60
0
0.89%
16.12%
Mid-Cap Growth
LACAX COLUMBIA ACORN A
6%
3
60
0
1.83%
0%
LARGE GROWTH
NMTAX Columbia Funds Series Trust: Columbia Marsico 21st Century Fund; Class A Shares
0%
3
60
0
1.31%
0%
Average Expense Ratio: 1.09%
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Model Portfolios
Description
The investment options have not been imported yet.
