Investment Options
Total Available Funds:
13
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
ARTIX
ARTISAN INTL
91%
3
60
0
0.97%
1.83%
Others
Moderate Allocation
OAKBX
Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
91%
3
60
0
0.83%
2.3%
Target Date 2021-2025
FKTWX
FID FREEDOM K 2025
0%
3
60
0
0.58%
1.47%
US EQUITY
LARGE GROWTH
FCNTX
Fidelity Contrafund
96%
3
60
0
0.55%
4.32%
SMALL VALUE
AVFIX
American Beacon Funds: American Beacon Small Cap Value Fund; Institutional Class Shares
81%
3
60
0
1.28%
15.5%
SMALL VALUE
AVPAX
ABF SM CAP VAL INV
80%
3
60
0
1.28%
16.09%
LARGE VALUE
ALVIX
American Century Capital Portfolios
75%
3
60
0
0.63%
6.7%
LARGE GROWTH
FDCAX
Fidelity Capital Trust: Fidelity Capital Appreciation Fund
73%
3
60
0
0.83%
3.39%
SMALL BLEND
FDSCX
Fidelity Capital Trust: Fidelity Stock Selector Small Cap Fund; Stock Selector Small Cap Shares
70%
3
60
0
1.46%
0.22%
LARGE GROWTH
FCAKX
FID CAP APPREC K
68%
3
60
0
0.83%
3.45%
LARGE GROWTH
FCNKX
FID CONTRAFUND K
68%
3
60
0
0.55%
4.38%
Mid-Cap Growth
RIMSX
RAINIER SM/MID CAP
0%
3
60
0
1.26%
12.88%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIMCO Funds: Total Return Fund; Institutional Class Shares
97%
3
60
0
0.83%
3.98%
Average Expense Ratio: 0.91%
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Related Retirement Plans
Model Portfolios
Description
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