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 Blend
REREX
EuroPacific Growth Fund; Class R-4 Shares
57%
3
60
0
0.9%
3.74%
Others
Moderate Allocation
RIDEX
Income Fund of America; Class R-4 Shares
38%
3
60
0
0.69%
3.68%
US EQUITY
Small Growth
RYVPX
Royce Fund: Royce Value Plus Fund; Service Class Shares
97%
3
60
0
1.24%
0%
LARGE BLEND
NYVTX
Davis New York Venture Fund
92%
3
60
0
1.75%
8.07%
LARGE VALUE
MEIJX
MFS Series Trust I: MFS Value Fund; Class R4 Shares
91%
3
60
0
0.8%
8.61%
SMALL VALUE
NSVAX
Columbia Funds Series Trust: Columbia Small Cap Value Fund II; Class Z Shares
86%
3
60
0
1.27%
7.07%
LARGE BLEND
DNVYX
Davis New York Venture Fund
69%
3
60
0
1.75%
8.03%
LARGE BLEND
RFNEX
Fundamental Investors
53%
3
60
0
0.28%
1.63%
LARGE GROWTH
AMPFX
AMCAP Fund; Class F-1 Shares
45%
3
60
0
0.49%
3.26%
LARGE GROWTH
RGAEX
Growth Fund of America
39%
3
60
0
0.3%
0%
Mid-Cap Growth
BARAX
Baron Investment Funds Trust: Baron Asset Fund; Retail Shares
35%
3
60
0
1.33%
3.55%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIMCO Funds: Total Return Fund; Institutional Class Shares
97%
3
60
0
0.83%
3.98%
High Yield Bond
DVHYX
Transamerica Partners Funds Group: Transamerica Partners High Yield Bond
0%
3
60
0
1.1%
1.4%
Average Expense Ratio: 0.98%
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Model Portfolios
Description
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