Investment Options
Total Available Funds:
11
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
AIIEX
AIM International Mutual Funds (Invesco International Mutual Funds): Invesco International Gro Fd; Cl A Shs
52%
3
60
0
1.6%
1.6%
Foreign Large Value
ABIAX
AllianceBernstein Trust: AllianceBernstein International Value Fund; Class A Shares
33%
3
60
0
1.25%
1.18%
Others
Moderate Allocation
FBALX
Fidelity Puritan Trust: Fidelity Balanced Fund
80%
3
60
0
0.5%
1.59%
Target Date 2011-2015
VTXVX
Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares
0%
3
60
0
0.08%
2.59%
FIXED INCOME
Intermediate-Term Bond
VBMFX
Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
100%
3
60
0
0.15%
3.15%
US EQUITY
LARGE VALUE
NPRTX
Neuberger Berman Equity Funds: Neuberger Berman Large Cap Value Fund; Investor Class
97%
3
60
0
0.98%
2.42%
LARGE VALUE
DODGX
Dodge & Cox Funds: Dodge & Cox Stock Fund
93%
3
60
0
0.52%
4.95%
SMALL BLEND
LSSCX
Loomis Sayles Funds I: Loomis Sayles Small Cap Value Fund; Institutional Class
88%
3
60
0
1.4%
0.19%
LARGE BLEND
VITSX
Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Institutional Class Shares
82%
3
60
0
0.03%
1.35%
SMALL BLEND
LSCRX
Loomis Sayles Funds I: Loomis Sayles Small Cap Value Fund; Retail Class
45%
3
60
0
0.84%
10.95%
LARGE GROWTH
AGTHX
Growth Fund of America
41%
3
60
0
0.3%
0%
Average Expense Ratio: 0.7%
Sign up to get fund ranking change alerts
Model Portfolios
Description
The investment options have not been imported yet.