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 Blend
AEPGX
EuroPacific Growth Fund; Class A Shares
57%
3
60
0
0.9%
3.64%
Others
Moderate Allocation
OAKBX
Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
91%
3
60
0
0.83%
2.3%
Target Date 2016-2020
MRTAX
MassMutual Select Funds: MassMutual RetireSMART 2020 Fund; Class A Shares
50%
3
60
0
1.17%
2.14%
Target Date 2000-2010
MRXYX
MassMutual Select Funds: MassMutual RetireSMART 2010 Fund; Class Y Shares
0%
3
60
0
0.34%
0%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIMCO Funds: Total Return Fund; Institutional Class Shares
97%
3
60
0
0.83%
3.98%
US EQUITY
LARGE BLEND
PRSGX
T Rowe Price Spectrum Fund
99%
3
60
0
0.73%
0.83%
LARGE BLEND
MIEZX
MassMutual Select Funds: MassMutual Select Indexed Equity Fund; Class I Shares
77%
3
60
0
0.72%
1.19%
Mid-Cap Growth
MEFAX
MassMutual Select Funds: MassMutual Select Mid Cap Growth Equity II Fund; Class A Shares
54%
3
60
0
0.76%
7.73%
LARGE GROWTH
AGTHX
Growth Fund of America
41%
3
60
0
0.3%
0%
SMALL BLEND
SMVAX
Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Class A Shares
0%
3
60
0
1.28%
0%
Average Expense Ratio: 0.79%
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Model Portfolios
Description
The investment options have not been imported yet.