Investment Options
Total Available Funds:
10
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
WORLD STOCK
RWIEX
Capital World Growth & Income Fund; Class R-4 Shares
64%
3
60
0
0.53%
3.48%
Foreign Large Blend
REREX
EuroPacific Growth Fund; Class R-4 Shares
57%
3
60
0
0.9%
3.74%
Foreign Large Blend
FSIVX
Fidelity Concord Street Trust: Spartan International Index Fund; Fidelity Advantage Class Shares
0%
3
60
0
0.07%
2.62%
Others
Moderate Allocation
OAKBX
Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
91%
3
60
0
0.83%
2.3%
FIXED INCOME
High Yield Bond
BJBHX
Artio Global Investment Funds: Artio Global High Income Fund; Class A Shares
65%
3
60
0
1.03%
7.16%
US EQUITY
Small Growth
CMSCX
Columbia Funds Series Trust I: Columbia Small Cap Growth Fund I; Class Z Shares
94%
3
60
0
1.24%
0%
SMALL VALUE
PCVAX
Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares
56%
3
60
0
0.89%
16.12%
LARGE VALUE
MEIHX
MFS Series Trust I: MFS Value Fund; Class R3 Shares
55%
3
60
0
0.8%
8.39%
LARGE GROWTH
RGAEX
Growth Fund of America
39%
3
60
0
0.3%
0%
MID-CAP BLEND
FSEVX
Fidelity Concord Street Trust: Spartan Extended Market Index Fund; Fidelity Advantage Class Shares
0%
3
60
0
0.07%
1.17%
Average Expense Ratio: 0.67%
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Related Retirement Plans
Model Portfolios
Description
The investment options have not been imported yet.