Investment Options
Total Available Funds: 14
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
DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
99%
3
60
0
0.52%
2.33%
Foreign Large Blend
HRINX Harbor International Fund Administrative Class
60%
3
60
0
0.69%
2.68%
Others
Target Date 2041-2045
VTIVX Vanguard Target Retirement 2045 Fund
97%
3
60
0
0.08%
2.34%
Target Date 2051+
VFFVX Vanguard Target Retirement 2055 Fund
80%
3
60
0
0.08%
1.85%
Target Date 2036-2040
VFORX Vanguard Chester Funds: Vanguard Target Retirement 2040 Fund; Investor Class Shares
70%
3
60
0
0.08%
2.23%
FIXED INCOME
Intermediate-Term Bond
VBMFX Vanguard Total Bond Market Index Fund Investor Shares
100%
3
60
0
0.15%
3.15%
Inflation-Protected Bond
VIPSX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares
98%
3
60
0
0.07%
4.24%
US EQUITY
SMALL BLEND
NAESX Vanguard Small-Cap Index Fund Investor Shares
99%
3
60
0
0.03%
1.4%
LARGE BLEND
SWANX Schwab Capital Trust: Schwab Core Equity Fund
99%
3
60
0
0.73%
0.95%
LARGE BLEND
VFINX Vanguard 500 Index Fund Investor Shares
98%
3
60
0
0.14%
1.27%
LARGE GROWTH
VPMCX Vanguard PRIMECAP Fund Investor Shares
95%
3
60
0
0.31%
7.81%
LARGE VALUE
DODGX Dodge & Cox Stock Fund
93%
3
60
0
0.52%
4.95%
SMALL BLEND
RYTFX Royce Fund: Royce Total Return Fund; Service Class Shares
93%
3
60
0
1.95%
9.42%
Mid-Cap Growth
BUFMX Buffalo Funds: Buffalo Mid Cap Fund
81%
3
60
0
0.88%
0%
Average Expense Ratio: 0.45%
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Model Portfolios
Description
The investment options have not been imported yet.
