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
Emerging Market
DIVERSIFIED EMERGING MKTS
LZEMX
Lazard Emerging Markets Equity Instl
91%
3
60
0
1.07%
4.97%
INTERNATIONAL EQUITY
Foreign Large Blend
FIGRX
Fidelity International Discovery
90%
3
60
0
0.99%
1.96%
Foreign Large Blend
FAIDX
Fidelity Advisor Intl Discovery A
49%
3
60
0
0.99%
1.62%
Others
Moderate Allocation
FBALX
Fidelity Balanced
80%
3
60
0
0.5%
1.59%
FIXED INCOME
High Yield Bond
FAGIX
Fidelity Capital & Income
91%
3
60
0
0.93%
4.03%
Intermediate-Term Bond
FBIDX
Spartan U.S. Bond Index Investor
0%
3
60
0
0.13%
2.67%
Emerging Markets Bond
LEDIX
Lazard Emerging Markets Debt Instl
0%
3
60
0
0.81%
1.94%
US EQUITY
LARGE BLEND
FDEQX
Fidelity Disciplined Equity
96%
3
60
0
0.37%
0.32%
LARGE BLEND
FUSEX
Fidelity Spartan 500 Index Inv
79%
3
60
0
0.09%
1.79%
LARGE GROWTH
HCAIX
Harbor Capital Appreciation Inv
46%
3
60
0
0.67%
0%
LARGE GROWTH
HRCAX
Harbor Capital Appreciation Adm
46%
3
60
0
0.67%
0%
Mid-Cap Growth
BARAX
Baron Asset Retail
35%
3
60
0
1.33%
3.55%
Mid-Cap Growth
BARIX
Baron Asset Instl
27%
3
60
0
1.04%
3.35%
Small Growth
SSCTX
RidgeWorth Small Cap Growth Stock I
0%
3
60
0
1.27%
0%
Average Expense Ratio: 0.78%
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Related Retirement Plans
Model Portfolios
Description
The investment options have not been imported yet.
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