Investment Options
Total Available Funds: 13
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
REAL ESTATE
Global Real Estate
IGLIX ING Mutual Funds: ING Global Real Estate Fund; Class I Shares
0%
3
60
0
1.01%
5.21%
INTERNATIONAL EQUITY
Foreign Large Value
AFJDX Allianz Funds: AllianzGI NFJ International Value Fund; Class D Shares
0%
3
60
0
1.23%
1.5%
Others
Target Date 2016-2020
FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
98%
3
60
0
0.58%
2.56%
Target Date 2026-2030
FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
96%
3
60
0
0.66%
1.8%
Moderate Allocation
VWELX Vanguard/Wellington Fund
90%
3
60
0
0.17%
5.79%
US EQUITY
MID-CAP VALUE
JMCVX Janus Investment Fund: Perkins Mid Cap Value Fund; Class T Shares
98%
3
60
0
0.91%
8.87%
MID-CAP VALUE
JMVAX Janus Investment Fund: Perkins Mid Cap Value Fund; Class I Shares
91%
3
60
0
0.91%
9.06%
LARGE GROWTH
FDGRX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund
90%
3
60
0
0.79%
3.32%
Mid-Cap Growth
GGOIX Goldman Sachs Trust: Goldman Sachs Growth Opportunities Fund; Institutional Shares
90%
3
60
0
1.41%
0%
LARGE GROWTH
RGAFX Growth Fund of America
75%
3
60
0
0.63%
6.89%
Mid-Cap Growth
GGOAX Goldman Sachs Trust: Goldman Sachs Growth Opportunities Fund; Class A Shares
63%
3
60
0
1.41%
0%
SMALL BLEND
RYLPX Royce Fund: Royce Low-Priced Stock Fund; Service Class Shares
0%
3
60
0
1.51%
6.35%
FIXED INCOME
Intermediate-Term Bond
PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
97%
3
60
0
0.83%
4.1%
Average Expense Ratio: 0.93%
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Model Portfolios
Description
The investment options have not been imported yet.
