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
REAL ESTATE
REAL ESTATE
CSRSX Cohen & Steers Realty Shares
76%
3
60
0
0.88%
2.09%
Global Real Estate
EGLRX Alpine Int Real Estate Equity Instl
0%
3
60
0
1.62%
4.9%
INTERNATIONAL EQUITY
Foreign Large Blend
BJBIX Artio International Equity A
98%
3
60
0
0.9%
0%
Others
Moderate Allocation
RLBEX American Funds American Balanced R4
42%
3
60
0
0.31%
2.36%
US EQUITY
LARGE GROWTH
HACAX Harbor Capital Appreciation Instl
75%
3
60
0
1.04%
0%
Mid-Cap Growth
GGOAX Goldman Sachs Growth Opportunities A
63%
3
60
0
1.41%
0%
LARGE GROWTH
HCAIX Harbor Capital Appreciation Inv
46%
3
60
0
0.67%
0%
LARGE GROWTH
AGTHX American Funds Growth Fund of Amer A
41%
3
60
0
0.3%
0%
LARGE VALUE
HWLAX Hotchkis and Wiley Large Cap Value A
34%
3
60
0
1.91%
11.04%
FIXED INCOME
Intermediate-Term Bond
WFBIX BlackRock Bond Index K
96%
3
60
0
0.1%
3.31%
Intermediate Government
FUSGX Federated Fund for US Govt Secs A
47%
3
60
0
0.97%
2.82%
SHORT GOVERNMENT
FSGIX Federated US Govt 1-3 Yr Svc
38%
3
60
0
0.37%
2.95%
Intermediate-Term Bond
BMOAX BlackRock Bond Index Investor A
12%
3
60
0
0.35%
2.61%
Average Expense Ratio: 0.83%
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Model Portfolios
Description
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