Investment Options
Total Available Funds:
15
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
LZEMX
LZRD EMRG MKTS EQ IS
91%
3
60
0
1.07%
4.08%
INTERNATIONAL EQUITY
Foreign Large Blend
RERFX
AF EUROPAC GROWTH R5
94%
3
60
0
0.84%
3.91%
Others
Target Date 2026-2030
FFFEX
FID FREEDOM 2030
96%
3
60
0
0.66%
1.99%
Target Date 2000-2010
FFFVX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund
87%
3
60
0
0.42%
2.95%
Moderate Allocation
FBALX
Fidelity Puritan Trust: Fidelity Balanced Fund
80%
3
60
0
0.5%
2.6%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIM TOTAL RT INST
97%
3
60
0
0.83%
3.99%
US EQUITY
LARGE GROWTH
TRBCX
T Rowe Price Blue Chip Growth Fund
100%
3
60
0
1.23%
4.16%
LARGE GROWTH
FCNTX
FID CONTRAFUND
96%
3
60
0
0.55%
3.75%
LARGE VALUE
VWNAX
VANG WINDSOR II ADM
81%
3
60
0
0.26%
10.53%
LARGE BLEND
VINIX
VANGUARD INST INDEX
78%
3
60
0
0.02%
3.37%
Small Growth
MSSGX
MSIF SMALL CO GRTH I
70%
3
60
0
2.1%
0%
Mid-Cap Growth
PEEAX
PRU/J MID CAP GR A
55%
3
60
0
1.08%
4.65%
LARGE GROWTH
PABGX
TRP BLUE CHIP GR ADV
42%
3
60
0
1.23%
4.28%
SMALL BLEND
ICSCX
ICM SM CO INST
0%
3
60
0
0.89%
6.57%
Mid-Cap Growth
RAISX
Rainier Investment Management Mutual Funds: Small/Mid Cap Equity Fund; Institutional Shares
0%
3
60
0
1.01%
12.96%
Average Expense Ratio: 0.85%
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Model Portfolios
Description
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