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 Growth
JAOSX Janus Investment Fund: Janus Overseas Fund; Class T Shares
95%
3
60
0
2.06%
1.3%
Foreign Large Blend
ARTIX Artisan Partners Funds
91%
3
60
0
0.97%
1.84%
Foreign Large Blend
FILFX Fidelity Rutland Square Trust II: Strategic Advisers International Fund
14%
3
60
0
0.5%
2.72%
Others
Moderate Allocation
MAMAX MFS Series Trust X: MFS Moderate Allocation Fund; Class A Shares
60%
3
60
0
0.65%
4.24%
ROOT
VMRXX Vanguard Money Market Reserves: Vanguard Prime Money Market Fund; Institutional Shares
0%
3
60
0
0.09%
NA
Target Date 2000-2010
VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares
0%
3
60
0
0.17%
7.48%
FIXED INCOME
Long-Term Bond
VWESX Vanguard Fixed Income Securities Funds: Vanguard Long-Term Investment-Grade Fund; Investor Shares
83%
3
60
0
0.22%
4.7%
Long-Term Bond
VBLTX Vanguard Bond Index Funds: Vanguard Long-Term Bond Index Fund; Investor Shares
0%
3
60
0
0.15%
3.98%
US EQUITY
LARGE BLEND
VQNPX Vanguard Quantitative Funds: Vanguard Growth & Income Fund; Investor Shares
98%
3
60
0
0.22%
17.84%
LARGE BLEND
VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
98%
3
60
0
0.14%
1.57%
LARGE GROWTH
VPMCX Vanguard Chester Funds: Vanguard PRIMECAP Fund; Investor Shares
95%
3
60
0
0.31%
7.88%
MID-CAP BLEND
VSEQX Vanguard Horizon Funds: Vanguard Strategic Equity Fund; Investor Class Shares
65%
3
60
0
0.33%
13.64%
LARGE GROWTH
STRFX Wells Fargo Funds Trust: Wells Fargo Advantage Large Cap Growth Fund; Investor Class Shares
0%
3
60
0
0.36%
4.45%
Average Expense Ratio: 0.47%
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Model Portfolios
Description
The investment options have not been imported yet.
