Investment Options
Total Available Funds:
14
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
ACINX
Columbia Acorn Trust: Columbia Acorn International; Class Z Shares
99%
3
60
0
1.48%
0%
FOREIGN SMALL/MID GROWTH
LAIAX
Columbia Acorn Trust: Columbia Acorn International; Class A Shares
66%
3
60
0
1.23%
0%
Foreign Large Blend
HIINX
Harbor Funds: Harbor International Fund; Investor Class Shares
60%
3
60
0
0.69%
3.23%
Others
Moderate Allocation
OAKBX
Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
91%
3
60
0
0.83%
3.14%
FIXED INCOME
Intermediate-Term Bond
PTRAX
PIMCO Funds: Total Return Fund; Administrative Class Shares
66%
3
60
0
0.8%
3.74%
US EQUITY
LARGE VALUE
SSHFX
Sound Shore Fund
99%
3
60
0
0.94%
5.14%
LARGE BLEND
SLASX
Selected American Shares
97%
3
60
0
0.99%
8.81%
LARGE VALUE
DODGX
Dodge & Cox Funds: Dodge & Cox Stock Fund
93%
3
60
0
0.52%
6.05%
LARGE BLEND
FUSEX
Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
79%
3
60
0
0.09%
1.68%
LARGE GROWTH
HACAX
Harbor Funds: Harbor Capital Appreciation Fund; Institutional Class Shares
75%
3
60
0
1.04%
0%
Mid-Cap Growth
ACRNX
Columbia Acorn Trust: Columbia Acorn Fund; Class Z Shares
75%
3
60
0
1.83%
0%
LARGE GROWTH
HCAIX
Harbor Funds: Harbor Capital Appreciation Fund; Investor Class Shares
46%
3
60
0
0.67%
0%
Mid-Cap Growth
BGRFX
Baron Investment Funds Trust: Baron Growth Fund; Retail Shares
40%
3
60
0
1.3%
1.88%
LARGE GROWTH
RGAEX
Growth Fund of America
39%
3
60
0
0.3%
8.45%
Average Expense Ratio: 0.91%
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Model Portfolios
Description
The investment options have not been imported yet.