Investment Options
Total Available Funds:
19
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
MRSIX
MFS Research International I
54%
3
60
0
0.75%
0%
Others
Target Date 2026-2030
TRRCX
T. Rowe Price Retirement 2030
100%
3
60
0
1.08%
10.48%
Target Date 2000-2010
TRRAX
T. Rowe Price Retirement 2010
100%
3
60
0
0.99%
10.65%
Target Date 2016-2020
TRRBX
T. Rowe Price Retirement 2020
96%
3
60
0
0.78%
11.87%
Target Date 2036-2040
TRRDX
T. Rowe Price Retirement 2040
91%
3
60
0
0.6%
7.59%
Target Date 2046-2050
TRRMX
T. Rowe Price Retirement 2050
84%
3
60
0
0.63%
6.57%
Moderate Allocation
VGSTX
Vanguard STAR Inv
47%
3
60
0
0.31%
7.45%
ROOT
FULT
Fulton Financial Corp
0%
3
60
0
NA
3.79%
FIXED INCOME
Intermediate-Term Bond
FTRBX
Federated Total Return Bond Instl
73%
3
60
0
0.94%
3.26%
Intermediate-Term Bond
PRCIX
T. Rowe Price New Income
17%
3
60
0
1.08%
4.01%
US EQUITY
SMALL BLEND
LSSCX
Loomis Sayles Small Cap Value Instl
94%
3
60
0
1.4%
0.19%
SMALL BLEND
FSCIX
Fidelity Advisor Small Cap I
90%
3
60
0
2.15%
4.01%
MID-CAP VALUE
GSMCX
Goldman Sachs Mid Cap Value Instl
82%
3
60
0
1.18%
0.85%
SMALL VALUE
VISVX
Vanguard Small Cap Value Index Inv
72%
3
60
0
0.06%
1.97%
Mid-Cap Growth
ATHIX
American Century Heritage Inst
66%
3
60
0
0.01%
0%
LARGE VALUE
MEIIX
MFS Value I
48%
3
60
0
0.8%
8.54%
LARGE GROWTH
PRGFX
T. Rowe Price Growth Stock
20%
3
60
0
0%
0%
LARGE BLEND
VIFSX
Vanguard 500 Index Signal
0%
3
60
0
0.05%
2.03%
MID-CAP BLEND
VMISX
Vanguard Mid Cap Index Signal
0%
3
60
0
0.1%
1.26%
Average Expense Ratio: 0.72%
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Model Portfolios
Description
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