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 Blend
DIISX
Dreyfus Index Funds
81%
3
60
0
0.6%
3.24%
WORLD STOCK
ANWPX
New Perspective Fund; Class A Shares
66%
3
60
0
1.47%
5.69%
Others
Moderate Allocation
ABALX
American Balanced Fund; Class A Shares
43%
3
60
0
0.31%
2.58%
FIXED INCOME
Intermediate Government
BBGPX
BlackRock Funds II: BlackRock GNMA Portfolio; BlackRock Shares
96%
3
60
0
0.8%
3.52%
Intermediate Government
BGPAX
BlackRock Funds II: BlackRock GNMA Portfolio; Investor A Shares
59%
3
60
0
0.8%
3.23%
High Yield Bond
AHITX
American High-Income Trust; Class A Shares
47%
3
60
0
0.41%
6.76%
US EQUITY
LARGE BLEND
FUSEX
Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
79%
3
60
0
0.09%
1.68%
LARGE GROWTH
AGTHX
Growth Fund of America
41%
3
60
0
0.3%
8.43%
LARGE BLEND
AIVSX
Investment Company of America; Class A Shares
38%
3
60
0
0.27%
5.64%
Mid-Cap Growth
FMCDX
Fidelity Advisor Series I: Fidelity Advisor Stock Selector Mid Cap Fund; Class A Shares
34%
3
60
0
0.72%
0.7%
SMALL BLEND
TVSVX
Third Avenue Trust: Third Avenue Small-Cap Value Fund; Investor Class Shares
9%
3
60
0
1.4%
15.18%
Average Expense Ratio: 0.65%
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Related Retirement Plans
Model Portfolios
Description
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