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
HIINX
Harbor International Inv
60%
3
60
0
0.69%
2.63%
Foreign Large Blend
REREX
American Funds EuroPacific Gr R4
56%
3
60
0
0.9%
3.74%
Others
Target Date 2026-2030
SWDRX
Schwab Target 2030 Fund
97%
3
60
0
0.42%
5.87%
Target Date 2036-2040
SWERX
Schwab Target 2040 Fund
97%
3
60
0
0.5%
7.06%
Target Date 2016-2020
SWCRX
Schwab Target 2020 Fund
96%
3
60
0
0.29%
5.48%
Target Date 2000-2010
SWBRX
Schwab Target 2010 Fund
95%
3
60
0
0.26%
4.13%
Target Date 2031-2035
SWIRX
Schwab Target 2035 Fund
71%
3
60
0
0.47%
6.34%
Target Date 2021-2025
SWHRX
Schwab Target 2025 Fund
70%
3
60
0
0.35%
5.05%
Target Date 2011-2015
SWGRX
Schwab Target 2015 Fund
70%
3
60
0
0.28%
5.8%
US EQUITY
LARGE VALUE
DODGX
Dodge & Cox Stock Fund
93%
3
60
0
0.52%
4.95%
MID-CAP VALUE
ARTQX
Artisan Mid Cap Value Investor
91%
3
60
0
1.05%
17.63%
Mid-Cap Growth
TMDIX
TimesSquare Mid Cap Growth Instl
90%
3
60
0
1.18%
0%
SMALL BLEND
NMSCX
Columbia Small Cap Index Z
81%
3
60
0
0.45%
5.56%
LARGE BLEND
SWPPX
Schwab S&P 500 Index
79%
3
60
0
0.02%
1.34%
LARGE GROWTH
RGAEX
American Funds Growth Fund of America Class R-4
39%
3
60
0
0.3%
0%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIMCO Total Return Instl
97%
3
60
0
0.83%
3.98%
Average Expense Ratio: 0.53%
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Model Portfolios
Description
The investment options have not been imported yet.