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 Growth
TWIEX
American Century World Mutual Funds
84%
3
60
0
0.13%
0%
WORLD STOCK
ANWPX
New Perspective Fund; Class A Shares
66%
3
60
0
1.47%
5.44%
Others
Aggressive Allocation
ACVAX
American Century Strategic Asset Allocations
68%
3
60
0
1.05%
4.57%
Moderate Allocation
ACOAX
American Century Strategic Asset Allocations
56%
3
60
0
0.64%
5.5%
Conservative Allocation
ACCAX
American Century Strategic Asset Allocations
51%
3
60
0
0.63%
4.34%
FIXED INCOME
Intermediate-Term Bond
PTTAX
PIMCO Funds: Total Return Fund; Class A Shares
65%
3
60
0
0.8%
4.84%
US EQUITY
Mid-Cap Growth
TWHIX
American Century Mutual Funds
96%
3
60
0
0.01%
0%
LARGE VALUE
DODGX
Dodge & Cox Funds: Dodge & Cox Stock Fund
93%
3
60
0
0.52%
4.95%
SMALL VALUE
ASVIX
American Century Capital Portfolios
89%
3
60
0
1.34%
1.01%
SMALL VALUE
ACSCX
American Century Capital Portfolios
58%
3
60
0
0.74%
3.05%
LARGE GROWTH
AGTHX
Growth Fund of America
41%
3
60
0
0.3%
0%
Small Growth
VSCOX
JPMorgan Trust I: JPMorgan Dynamic Small Cap Growth Fund; Class A Shares
35%
3
60
0
0.99%
0.12%
MID-CAP BLEND
PESPX
Dreyfus Midcap Index Fund
0%
3
60
0
0.51%
15.85%
Average Expense Ratio: 0.7%
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Model Portfolios
Description
The investment options have not been imported yet.