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
INTERNATIONAL EQUITY
Foreign Large Blend
aepgx
EuroPacific Growth Fund; Class A Shares
0%
3
60
0
NA
NA
Others
Retirement Income
ARTOX
American Century Asset Allocation Portfolios
99%
3
60
0
1%
2.26%
Target Date 2041-2045
aroix
American Century Asset Allocation Portfolios
0%
3
60
0
NA
NA
Target Date 2011-2015
ARFIX
American Century Asset Allocation Portfolios
0%
3
60
0
0.78%
3.34%
Target Date 2016-2020
ARBRX
American Century Asset Allocation Portfolios
0%
3
60
0
1.27%
0.98%
FIXED INCOME
Intermediate-Term Bond
PTTAX
PIMCO Funds: Total Return Fund; Class A Shares
65%
3
60
0
0.8%
4.84%
US EQUITY
LARGE GROWTH
GEGTX
Columbia Funds Series Trust I: Columbia Large Cap Growth Fund; Class Z Shares
85%
3
60
0
1%
0%
LARGE BLEND
FUSEX
Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
79%
3
60
0
0.09%
1.79%
MID-CAP BLEND
FSEMX
Fidelity Concord Street Trust: Spartan Extended Market Index Fund; Investor Class Shares
75%
3
60
0
0.1%
0%
Small Growth
MSSGX
Morgan Stanley Institutional Fund
70%
3
60
0
2.1%
0%
SMALL VALUE
PCVAX
Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares
56%
3
60
0
0.89%
16.12%
LARGE BLEND
ANCFX
Fundamental Investors
53%
3
60
0
0.28%
1.65%
LARGE GROWTH
fcntx
Fidelity Contrafund
0%
3
60
0
NA
NA
Average Expense Ratio: 0.82%
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Model Portfolios
Description
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