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
REAL ESTATE
REAL ESTATE
NRFAX Natixis Funds Trust IV: AEW Real Estate Fund; Class A Shares
56%
3
60
0
0.9%
2.32%
INTERNATIONAL EQUITY
Foreign Large Blend
AEPGX EuroPacific Growth Fund; Class A Shares
57%
3
60
0
0.9%
3.64%
Others
Long/Short Equity
GTEYX Gateway Trust: Gateway Fund; Class Y Shares
74%
3
60
0
0.94%
0.87%
FIXED INCOME
Multisector Bond
LSBDX Loomis Sayles Funds I: Loomis Sayles Bond Fund; Institutional Class
82%
3
60
0
0.6%
5.33%
Intermediate-Term Bond
NEFRX Natixis Funds Trust I: Loomis Sayles Core Plus Bond Fund; Class A Shares
59%
3
60
0
0.49%
3.51%
US EQUITY
MID-CAP VALUE
ARTQX Artisan Partners Funds
91%
3
60
0
1.05%
17.63%
Mid-Cap Growth
ARTMX Artisan Partners Funds
88%
3
60
0
0.96%
0%
LARGE BLEND
NEOYX Natixis Funds Trust II: Harris Associates Large Cap Value Fund; Class Y Shares
70%
3
60
0
1.05%
11.09%
LARGE GROWTH
AGTHX Growth Fund of America
41%
3
60
0
0.3%
0%
LARGE GROWTH
LGRRX Loomis Sayles Funds II: Natixis Loomis Sayles Growth Fund; Class A Shares
27%
3
60
0
1.65%
12.24%
MID-CAP VALUE
DEFIX Tocqueville Trust: Delafield Fund
0%
3
60
0
1.25%
0%
LARGE GROWTH
NEFGX Natixis Funds Trust I: CGM Advisor Targeted Equity Fund; Class A Shares
0%
3
60
0
1.13%
4.94%
Average Expense Ratio: 0.93%
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Model Portfolios
Description
The investment options have not been imported yet.
