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
Emerging Market
DIVERSIFIED EMERGING MKTS
DFCEX
DFA Investment Dimensions Group Inc: Emerging Markets Core Equity Portfolio; Institutional Class Shares
94%
3
60
0
0.4%
3.75%
INTERNATIONAL EQUITY
Foreign Large Blend
DODFX
Dodge & Cox Funds: Dodge & Cox International Stock Fund
99%
3
60
0
0.52%
2.42%
Others
Target Date 2021-2025
VTTVX
Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares
97%
3
60
0
0.08%
4.12%
Target Date 2041-2045
VTIVX
Vanguard Chester Funds: Vanguard Target Retirement 2045 Fund; Investor Class Shares
97%
3
60
0
0.08%
2.48%
Target Date 2031-2035
VTTHX
Vanguard Chester Funds: Vanguard Target Retirement 2035 Fund; Investor Class Shares
96%
3
60
0
0.08%
2.65%
Target Date 2011-2015
VTXVX
Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares
0%
3
60
0
0.08%
14.95%
US EQUITY
LARGE GROWTH
PRGFX
T Rowe Price Growth Stock Fund
100%
3
60
0
0%
3.9%
Small Growth
RVPIX
Royce Fund: Royce Value Plus Fund; Institutional Class Shares
98%
3
60
0
1.24%
4.04%
MID-CAP BLEND
VIMSX
Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares
98%
3
60
0
0.04%
1.67%
Small Growth
RYVPX
Royce Fund: Royce Value Plus Fund; Service Class Shares
97%
3
60
0
1.24%
0%
LARGE VALUE
DODGX
Dodge & Cox Funds: Dodge & Cox Stock Fund
93%
3
60
0
0.52%
6.05%
LARGE GROWTH
VPCCX
Vanguard Fenway Funds: Vanguard PrimeCap Core Fund; Investor Shares
85%
3
60
0
0.46%
12.68%
LARGE BLEND
VINIX
Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
78%
3
60
0
0.02%
3.37%
Average Expense Ratio: 0.37%
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Model Portfolios
Description
The investment options have not been imported yet.