Investment Options
Total Available Funds: 12
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
Emerging Market
DIVERSIFIED EMERGING MKTS
VEIEX Vanguard International Equity Index Funds: Vanguard Emerging Markets Stock Index Fund; Investor Class Shares
99%
3
60
0
0.08%
3.15%
INTERNATIONAL EQUITY
WORLD STOCK
TAVFX Third Avenue Trust: Third Avenue Value Fund; Institutional Class Shares
100%
3
60
0
1.1%
4.03%
Foreign Large Blend
VWIGX Vanguard World Funds: Vanguard International Growth Fund; Investor Shares
83%
3
60
0
0.45%
1.71%
Others
Moderate Allocation
VGSTX Vanguard STAR Funds: Vanguard STAR Fund; Investor Shares
84%
3
60
0
0.31%
5.15%
FIXED INCOME
Intermediate Government
VFIIX Vanguard Fixed Income Securities Funds: Vanguard GNMA Fund; Investor Shares
98%
3
60
0
0.11%
3.44%
US EQUITY
LARGE BLEND
VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
98%
3
60
0
0.14%
1.25%
MID-CAP BLEND
VEXMX Vanguard Index Funds: Vanguard Extended Market Index Fund; Investor Shares
97%
3
60
0
0.06%
1.12%
LARGE GROWTH
VPMCX Vanguard Chester Funds: Vanguard PRIMECAP Fund; Investor Shares
95%
3
60
0
0.31%
6.61%
Mid-Cap Growth
RPFFX Royce Fund: Royce Premier Fund; Service Class Shares
95%
3
60
0
2.24%
6.74%
Small Growth
VEXPX Vanguard Explorer Fund; Investor Shares
76%
3
60
0
0.45%
0.76%
Mid-Cap Growth
LACAX Columbia Acorn Trust: Columbia Acorn Fund; Class A Shares
46%
3
60
0
1.83%
0%
LARGE BLEND
VIFSX Vanguard Index Funds: Vanguard 500 Index Fund; Signal Shares
0%
3
60
0
0.05%
2.03%
Average Expense Ratio: 0.59%
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Model Portfolios
Description
The investment options have not been imported yet.
