Investment Options
Total Available Funds: 12
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 Growth
AWPAX AllianceBernstein International Growth Fund
50%
3
60
0
1.49%
0%
Foreign Large Growth
AWPCX AllianceBernstein International Growth Fund
42%
3
60
0
1.49%
0%
Others
Moderate Allocation
ACEIX AIM Counselor Series Trust (Invesco Counselor Series Trust): Invesco Equity & Income Fund; Class A Shares
49%
3
60
0
1.04%
1.42%
FIXED INCOME
High Yield Bond
BHYIX BlackRock Funds II: BlackRock High Yield Bond Portfolio; Institutional Shares
72%
3
60
0
0.51%
5.59%
Intermediate-Term Bond
ONIAX JPMorgan Trust II: JPMorgan Core Plus Bond Fund; Class A Shares
55%
3
60
0
1.15%
3.7%
High Yield Bond
BHYAX BlackRock Funds II: BlackRock High Yield Bond Portfolio; Investor A Shares
50%
3
60
0
0.51%
5.31%
US EQUITY
SMALL BLEND
DISSX Dreyfus Index Funds
79%
3
60
0
0.5%
12.27%
LARGE BLEND
DSPIX Dreyfus/Laurel Funds
77%
3
60
0
0.2%
1.31%
Mid-Cap Growth
BMEAX BlackRock Funds: BlackRock US Opportunities Portfolio; Investor A Shares
61%
3
60
0
0.8%
6.07%
LARGE VALUE
MDDVX BlackRock Equity Dividend Fund; Investor A Shares
57%
3
60
0
1%
7.02%
LARGE BLEND
MFQAX Managers Trust I: Managers AMG FQ Tax-Managed US Equity Fund; Investor Class Shares
30%
3
60
0
0.88%
2.24%
MID-CAP VALUE
PMCAX PNC Funds: PNC Mid Cap Value Fund; Class A Shares
0%
3
60
0
1.32%
0%
Average Expense Ratio: 0.91%
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Model Portfolios
Description
The investment options have not been imported yet.
