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 SMALL/MID GROWTH
ISCIX Federated World Investment Series
74%
3
60
0
0.99%
0.94%
Foreign Large Blend
FGFLX Federated World Investment Series
14%
3
60
0
1.9%
1.88%
Foreign Large Blend
RIMAX Federated Equity Funds: Federated InterContinental Fund; Class A Shares
0%
3
60
0
1.49%
0%
Others
Conservative Allocation
CAPAX Federated Income Securities Trust: Federated Capital Income Fund; Class A Shares
57%
3
60
0
0.9%
3.35%
US EQUITY
Mid-Cap Growth
KAUFX Federated Equity Funds: Federated Kaufmann Fund; Class R Shares
64%
3
60
0
2.51%
1.91%
SMALL VALUE
VSFAX Federated Equity Funds: Federated Clover Small Value Fund; Class A Shares
56%
3
60
0
0.89%
1.95%
Small Growth
FKASX Federated Equity Funds: Federated Kaufmann Small Cap Fund; Class A Shares
39%
3
60
0
1.36%
0.15%
LARGE VALUE
QCACX Federated MDT Series: Federated MDT All Cap Core Fund; Class C Shares
34%
3
60
0
0.74%
0.84%
MID-CAP BLEND
FMCRX Federated Index Trust: Federated Mid-Cap Index Fund; Institutional Class Shares
5%
3
60
0
0.32%
12%
LARGE VALUE
VFCAX Federated Equity Funds: Federated Clover Value Fund; Class A Shares
0%
3
60
0
1.2%
16.74%
FIXED INCOME
High Yield Bond
USHYX USAA Mutual Funds Trust: USAA High Income Fund Shares
84%
3
60
0
0.57%
6.95%
High Yield Bond
FIHBX Federated Institutional Trust: Federated Institutional High Yield Bond Fund; Institutional Shares
79%
3
60
0
0.5%
4.91%
WORLD BOND
FTIIX Federated International Series
68%
3
60
0
1.05%
0%
High Yield Bond
FHIIX Federated High Income Bond Fund
60%
3
60
0
0.9%
5.56%
Average Expense Ratio: 1.09%
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Model Portfolios
Description
The investment options have not been imported yet.
