Investment Options
Total Available Funds:
10
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
VWIGX
Vanguard World Funds: Vanguard International Growth Fund; Investor Shares
45%
3
60
0
0.45%
1.84%
Others
Retirement Income
LIRAX
BlackRock Funds III: LifePath Index Retirement Portfolio; Investor A Shares
49%
3
60
0
0.39%
2.1%
Target Date 2016-2020
STLCX
BlackRock Funds III: LifePath 2020 Portfolio; Institutional Class Shares
0%
3
60
0
0.67%
1.74%
FIXED INCOME
Intermediate-Term Bond
MBFAX
Wells Fargo Funds Trust: Wells Fargo Advantage Core Bond Fund; Class A Shares
51%
3
60
0
0.33%
3.47%
Muni National Short
STSMX
Wells Fargo Funds Trust: Wells Fargo Advantage Short-Term Municipal Bond Fund; Investor Class Shares
0%
3
60
0
0.63%
0%
US EQUITY
Small Growth
VEXRX
Vanguard Explorer Fund; Admiral Shares
85%
3
60
0
0.34%
0.59%
LARGE BLEND
WFILX
Wells Fargo Funds Trust: Wells Fargo Advantage Index Fund; Class A Shares
68%
3
60
0
0.45%
7.75%
LARGE GROWTH
HACAX
Harbor Funds: Harbor Capital Appreciation Fund; Institutional Class Shares
65%
3
60
0
1.04%
0%
LARGE VALUE
BAPBX
BlackRock Funds II: BlackRock LifePath Active 2015 Portfolio; Investor A Shares
0%
3
60
0
0.57%
1.85%
LARGE VALUE
LSGIX
Loomis Sayles Funds II: Natixis Loomis Sayles Value Fund; Class Y Shares
0%
3
60
0
0.74%
462.59%
Average Expense Ratio: 0.56%
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Model Portfolios
Description
The investment options have not been imported yet.