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 SMALL/MID GROWTH
ACFFX
Columbia Acorn Trust: Columbia Acorn International Select; Class Z Shares
100%
3
60
0
0.99%
0%
Foreign Large Blend
AEPGX
EuroPacific Growth Fund; Class A Shares
57%
3
60
0
0.9%
3.64%
Others
Moderate Allocation
JABAX
Janus Investment Fund: Janus Balanced Fund; Class T Shares
91%
3
60
0
0.7%
3.12%
World Allocation
MALOX
BlackRock Global Allocation Fund
90%
3
60
0
0.84%
0.44%
Moderate Allocation
JDBAX
Janus Investment Fund: Janus Balanced Fund; Class A Shares
7%
3
60
0
0.7%
3.03%
US EQUITY
LARGE VALUE
MADVX
BlackRock Equity Dividend Fund; Institutional Shares
91%
3
60
0
1%
7.21%
MID-CAP BLEND
FMDCX
Federated Index Trust: Federated Mid-Cap Index Fund; Service Shares
80%
3
60
0
0.32%
11.71%
Small Growth
BSCFX
Baron Investment Funds Trust: Baron Small Cap Fund; Retail Shares
39%
3
60
0
1.31%
3.11%
MID-CAP BLEND
FLPSX
Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
1%
3
60
0
0.92%
1.69%
SMALL BLEND
SSMVX
Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Investor Class Shares
0%
3
60
0
1.35%
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%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIMCO Funds: Total Return Fund; Institutional Class Shares
97%
3
60
0
0.83%
3.98%
Intermediate-Term Bond
PTTAX
PIMCO Funds: Total Return Fund; Class A Shares
65%
3
60
0
0.8%
4.84%
Average Expense Ratio: 0.92%
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Model Portfolios
Description
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