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 Large Blend
FDIVX Fidelity Diversified International
98%
3
60
0
0.65%
4.36%
Others
Target Date 2021-2025
ARWIX American Century LIVESTRONG 2025 Inv
99%
3
60
0
1.02%
4.11%
Target Date 2031-2035
ARYIX American Century LIVESTRONG 2035 Inv
99%
3
60
0
1.08%
2.79%
Target Date 2026-2030
ARCVX American Century LIVESTRONG 2030 Inv
82%
3
60
0
0.59%
2.91%
Target Date 2021-2025
ARWAX American Century LIVESTRONG 2025 A
66%
3
60
0
0.42%
3.84%
Target Date 2011-2015
ARFIX American Century LIVESTRONG 2015 Inv
0%
3
60
0
0.78%
4.44%
Target Date 2016-2020
ARBVX American Century LIVESTRONG 2020 Inv
0%
3
60
0
0.77%
7.44%
US EQUITY
LARGE VALUE
PRFDX T. Rowe Price Equity Income
97%
3
60
0
1.23%
6.48%
SMALL VALUE
ASVIX American Century Small Cap Value Inv
89%
3
60
0
1.34%
1.14%
LARGE BLEND
RFNFX American Funds Fundamental Investors R5
88%
3
60
0
0.6%
6.73%
Mid-Cap Growth
ARTMX Artisan Mid Cap Inv
88%
3
60
0
0.96%
0%
LARGE GROWTH
RGAFX American Funds Growth Fund of Amer R5
75%
3
60
0
0.63%
8.75%
FIXED INCOME
Intermediate-Term Bond
PTTRX PIMCO Total Return Instl
97%
3
60
0
0.83%
3.99%
Average Expense Ratio: 0.84%
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Model Portfolios
Description
The investment options have not been imported yet.
