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 Value
AAIPX
American Beacon Funds: American Beacon International Equity Fund; Investor Class Shares
98%
3
60
0
1.97%
2.74%
WORLD STOCK
TEDIX
Franklin Mutual Series Funds: Mutual Global Discovery Fund; Class A Shares
58%
3
60
0
1.45%
1.75%
Foreign Small/Mid Value
FINEX
Franklin Templeton International Trust: Templeton Foreign Smaller Companies Fund; Class A Shares
0%
3
60
0
1.55%
1.79%
Others
Moderate Allocation
AABPX
American Beacon Funds: American Beacon Balanced Fund; Investor Class Shares
77%
3
60
0
1.05%
1.93%
US EQUITY
LARGE VALUE
AADEX
American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
78%
3
60
0
0.94%
1.65%
LARGE GROWTH
CPOAX
Morgan Stanley Multi Cap Growth Trust; Class A Shares
60%
3
60
0
1.15%
0%
LARGE GROWTH
CSXAX
Calvert Social Index Series
29%
3
60
0
1.24%
0.82%
Mid-Cap Growth
BGRIX
Baron Investment Funds Trust: Baron Growth Fund; Institutional Class Shares
27%
3
60
0
1.3%
1.74%
Mid-Cap Growth
BARIX
Baron Investment Funds Trust: Baron Asset Fund; Institutional Class Shares
27%
3
60
0
1.04%
3.35%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIMCO Funds: Total Return Fund; Institutional Class Shares
97%
3
60
0
0.83%
3.98%
Average Expense Ratio: 1.25%
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Model Portfolios
Description
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