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
REREX
AMERICAN EUROPACIFIC GROWTH R4
25%
3
60
0
0.9%
3.74%
Others
Target Date 2026-2030
TRRCX
T Rowe Price Retirement Funds
100%
3
60
0
1.08%
10.48%
Target Date 2000-2010
TRRAX
T Rowe Price Retirement Funds
100%
3
60
0
0.99%
10.65%
Target Date 2021-2025
TRRHX
T Rowe Price Retirement Funds
99%
3
60
0
1.05%
11.24%
Target Date 2011-2015
TRRGX
T Rowe Price Retirement Funds
98%
3
60
0
0.76%
11.16%
Target Date 2016-2020
TRRBX
T Rowe Price Retirement Funds
96%
3
60
0
0.78%
11.87%
Target Date 2031-2035
TRRJX
T Rowe Price Retirement Funds
95%
3
60
0
0.84%
8.3%
Target Date 2036-2040
TRRDX
T Rowe Price Retirement Funds
91%
3
60
0
0.6%
7.59%
Target Date 2041-2045
TRRKX
T Rowe Price Retirement Funds
87%
3
60
0
1.12%
6.6%
US EQUITY
MID-CAP VALUE
TRMCX
MID-CAP VALUE FUND
99%
3
60
0
0.83%
7.78%
LARGE VALUE
PRFDX
EQUITY INCOME FUND
59%
3
60
0
1.23%
1.94%
LARGE GROWTH
PRGFX
GROWTH STOCK FUND
20%
3
60
0
0%
0%
FIXED INCOME
Intermediate-Term Bond
DODIX
DODGE & COX INCOME
96%
3
60
0
0.33%
3.91%
SHORT GOVERNMENT
VSGBX
Vanguard Fixed Income Securities Funds: Vanguard Short-Term Federal Fund; Investor Shares
70%
3
60
0
0.1%
3.28%
Average Expense Ratio: 0.76%
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Model Portfolios
Description
The investment options have not been imported yet.