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
INTERNATIONAL EQUITY
Foreign Large Growth
AIEVX
AIM International Mutual Funds (Invesco International Mutual Funds): Invesco International Gro Fd; Cl R5 Shs
93%
3
60
0
1.27%
0.92%
Foreign Large Blend
HRINX
Harbor Funds: Harbor International Fund; Administrative Class Shares
60%
3
60
0
0.69%
2.68%
Others
Aggressive Allocation
AADYX
AIM Growth Series (Invesco Growth Series): Invesco Growth Allocation Fund; Class Y Shares
79%
3
60
0
1.18%
5.51%
US EQUITY
SMALL VALUE
VSMIX
AIM Sector Funds (Invesco Sector Funds): Invesco Small Cap Value Fund; Class Y Shares
94%
3
60
0
1.1%
0.65%
MID-CAP VALUE
GCMAX
Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Class A Shares
93%
3
60
0
1.18%
0.54%
Mid-Cap Growth
PEGZX
Prudential Jennison Mid-Cap Growth Fund
89%
3
60
0
1.08%
3.11%
LARGE GROWTH
RGAFX
Growth Fund of America
75%
3
60
0
0.63%
0.75%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIMCO Funds: Total Return Fund; Institutional Class Shares
97%
3
60
0
0.83%
3.98%
Short-Term Bond
PTLDX
PIMCO Funds: PIMCO Low Duration Fund; Institutional Class Shares
90%
3
60
0
1.05%
4.06%
Inflation-Protected Bond
PRRIX
PIMCO Funds: Real Return Fund; Institutional Class Shares
80%
3
60
0
1.37%
4.44%
Average Expense Ratio: 1.04%
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Model Portfolios
Description
The investment options have not been imported yet.