Investment Options
Total Available Funds:
10
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
ODMAX
Oppenheimer Developing Markets Fund; Class A Shares
65%
3
60
0
0.84%
0.54%
REAL ESTATE
Global Real Estate
PURAX
Prudential Investment Portfolios 12: Prudential Global Real Estate Fund; Class A Shares
57%
3
60
0
1.31%
1.9%
INTERNATIONAL EQUITY
Foreign Large Blend
AEPGX
EuroPacific Growth Fund; Class A Shares
57%
3
60
0
0.9%
3.64%
FIXED INCOME
Intermediate-Term Bond
PTRAX
PIMCO Funds: Total Return Fund; Administrative Class Shares
66%
3
60
0
0.8%
4.94%
Inflation-Protected Bond
PRTNX
PIMCO Funds: Real Return Fund; Class A Shares
59%
3
60
0
1.37%
4.04%
US EQUITY
MID-CAP VALUE
ARTQX
Artisan Partners Funds
91%
3
60
0
1.05%
17.63%
SMALL VALUE
CSCZX
Columbia Funds Series Trust I: Columbia Small Cap Value Fund I; Class Z Shares
89%
3
60
0
1.24%
0.68%
LARGE GROWTH
AGTHX
Growth Fund of America
41%
3
60
0
0.3%
0%
LARGE VALUE
AWSHX
Washington Mutual Investors Fund; Class A Shares
39%
3
60
0
0.26%
3.46%
SMALL BLEND
SMVAX
Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Class A Shares
0%
3
60
0
1.28%
0%
Average Expense Ratio: 0.94%
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Related Retirement Plans
Model Portfolios
Description
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