Investment Options
Total Available Funds:
11
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
WORLD STOCK
CWGIX
Capital World Growth & Income Fund; Class A Shares
65%
3
60
0
0.53%
3.73%
Others
Moderate Allocation
DFBAX
Delaware Group Foundation Funds: Delaware Foundation Moderate Allocation Fund; Class A Shares
0%
3
60
0
0.79%
12.42%
Aggressive Allocation
DFGRX
Delaware Group Foundation Funds: Delaware Foundation Growth Allocation Fund; Class R Shares
0%
3
60
0
1.4%
18.76%
Conservative Allocation
DFIAX
Delaware Group Foundation Funds: Delaware Foundation Conservative Allocation Fund; Class A Shares
0%
3
60
0
1.13%
3.02%
US EQUITY
LARGE GROWTH
FCNTX
Fidelity Contrafund
96%
3
60
0
0.55%
3.75%
MID-CAP VALUE
FRBSX
Franklin Value Investors Trust: Franklin Balance Sheet Investment Fund; Class A Shares
93%
3
60
0
1.15%
2.54%
MID-CAP VALUE
ARTQX
Artisan Partners Funds
91%
3
60
0
1.05%
16.82%
LARGE VALUE
MEIAX
MFS Series Trust I: MFS Value Fund; Class A Shares
56%
3
60
0
0.8%
8.35%
LARGE GROWTH
RGAEX
Growth Fund of America
39%
3
60
0
0.3%
8.45%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIMCO Funds: Total Return Fund; Institutional Class Shares
97%
3
60
0
0.83%
3.99%
Intermediate-Term Bond
PTTAX
PIMCO Funds: Total Return Fund; Class A Shares
65%
3
60
0
0.8%
3.66%
Average Expense Ratio: 0.85%
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Model Portfolios
Description
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