Investment Options
Total Available Funds:
16
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%
Others
Target Date 2011-2015
VTXVX
Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares
0%
3
60
0
0.08%
2.59%
Target Date 2000-2010
VTENX
Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares
0%
3
60
0
0.17%
0%
US EQUITY
SMALL BLEND
NAESX
Vanguard Index Funds: Vanguard Small-Cap Index Fund; Investor Shares
99%
3
60
0
0.03%
1.4%
LARGE BLEND
VTSMX
Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Investor Class Shares
94%
3
60
0
0.03%
1.26%
Mid-Cap Growth
HMDYX
Hartford Mutual Funds
91%
3
60
0
0.86%
1.76%
LARGE GROWTH
MLAIX
MainStay Funds: MainStay Large Cap Growth Fund; Class I Shares
90%
3
60
0
1.33%
0%
LARGE VALUE
EILVX
Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class I Shares
90%
3
60
0
0.77%
1.16%
LARGE BLEND
ITHIX
Hartford Mutual Funds
63%
3
60
0
0.79%
0.55%
LARGE GROWTH
MLAAX
MainStay Funds: MainStay Large Cap Growth Fund; Class A Shares
56%
3
60
0
1.33%
0%
LARGE BLEND
ITHAX
Hartford Mutual Funds
56%
3
60
0
0.79%
0.31%
LARGE VALUE
EHSTX
Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class A Shares
48%
3
60
0
1.27%
2.98%
SMALL BLEND
RSPFX
RS Investment Trust: RS Partners Fund; Class A Shares
40%
3
60
0
1.12%
5.35%
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%
Intermediate-Term Bond
PTTRX
PIMCO Funds: Total Return Fund; Institutional Class Shares
97%
3
60
0
0.83%
3.98%
Intermediate-Term Bond
PTTAX
PIMCO Funds: Total Return Fund; Class A Shares
65%
3
60
0
0.8%
4.84%
Average Expense Ratio: 0.68%
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Description
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