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
Emerging Market
DIVERSIFIED EMERGING MKTS
MGEMX MSIF EMERGING MKTS I
89%
3
60
0
0.95%
0%
INTERNATIONAL EQUITY
Foreign Large Growth
PRITX TRP INTL STOCK
100%
3
60
0
1.4%
1.08%
Foreign Large Value
TFEQX TIFI TEMPL FORGN EQU
86%
3
60
0
0.97%
7.62%
FIXED INCOME
Intermediate-Term Bond
PTTRX PIM TOTAL RT INST
97%
3
60
0
0.83%
3.98%
Inflation-Protected Bond
VIPIX VANG INFL PROT INST
91%
3
60
0
0.1%
4.92%
LONG GOVERNMENT
PGOVX PIM LT US GOVT INST
61%
3
60
0
1.39%
3%
US EQUITY
LARGE GROWTH
PRGFX TRP GROWTH STOCK
100%
3
60
0
0%
0%
Small Growth
HIASX HARTFORD SMCO HLS IA 5
88%
3
60
0
1.04%
0%
Mid-Cap Growth
MGOYX MUNDER MDCPCORE GR Y
83%
3
60
0
1.57%
4.61%
LARGE VALUE
AADEX ABF LG CAP VAL INST
78%
3
60
0
0.94%
1.65%
SMALL BLEND
OTCFX TRP SM CAP STOCK
78%
3
60
0
1.17%
0.21%
Small Growth
VEXRX VANG EXPLORER ADM
76%
3
60
0
0.34%
0.59%
LARGE BLEND
SLADX SELECTED AMERICAN D
70%
3
60
0
0.67%
8.13%
LARGE GROWTH
FCAKX FID CAP APPREC K
68%
3
60
0
0.83%
3.45%
SMALL VALUE
SVUIX GUGGENHEIM MC VAL IS
65%
3
60
0
1.01%
8.77%
MID-CAP BLEND
FLPKX FID LOW PRICED STK K
61%
3
60
0
0.82%
18.74%
LARGE VALUE
ABLYX ABF LARGE CAP VAL Y
4%
3
60
0
0.63%
10.59%
Average Expense Ratio: 0.86%
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Model Portfolios
Description
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