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
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH
TWEGX
American Century World Mutual Funds
0%
3
60
0
1.42%
0.39%
Others
Moderate Allocation
DODBX
Dodge & Cox Funds: Dodge & Cox Balanced Fund
93%
3
60
0
0.42%
5.32%
US EQUITY
LARGE VALUE
FEQIX
Fidelity Devonshire Trust: Fidelity Equity-Income Fund
98%
3
60
0
0.57%
4.3%
LARGE BLEND
SLASX
Selected American Shares
97%
3
60
0
0.99%
6.82%
LARGE BLEND
SWPPX
Schwab Capital Trust: S&P 500 Index Fund
79%
3
60
0
0.02%
1.31%
LARGE GROWTH
HACAX
Harbor Funds: Harbor Capital Appreciation Fund; Institutional Class Shares
75%
3
60
0
1.04%
0%
LARGE GROWTH
CVGRX
Calamos Investment Trust: Calamos Growth Fund; Class A Shares
53%
3
60
0
1.05%
0%
LARGE GROWTH
HCAIX
Harbor Funds: Harbor Capital Appreciation Fund; Investor Class Shares
46%
3
60
0
0.67%
0%
FIXED INCOME
SHORT GOVERNMENT
VFISX
Vanguard Fixed Income Securities Funds: Vanguard Short-Term Treasury Fund; Investor Shares
100%
3
60
0
0.1%
4.24%
Short-Term Bond
VBISX
Vanguard Bond Index Funds: Vanguard Short-Term Bond Index Fund; Investor Shares
100%
3
60
0
0.07%
2.72%
Inflation-Protected Bond
VIPSX
Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares
98%
3
60
0
0.07%
4.05%
Intermediate-Term Bond
PTTRX
PIMCO Funds: Total Return Fund; Institutional Class Shares
97%
3
60
0
0.83%
4.1%
Average Expense Ratio: 0.6%
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Model Portfolios
Description
The investment options have not been imported yet.