Investment Options
Total Available Funds:
18
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
REREX
American Funds EuroPacific Gr R4
57%
3
60
0
0.9%
3.74%
Others
Target Date 2026-2030
TRRCX
T. Rowe Price Retirement 2030
100%
3
60
0
1.08%
10.48%
Target Date 2036-2040
TRRDX
T. Rowe Price Retirement 2040
100%
3
60
0
0.6%
7.59%
Target Date 2011-2015
TRRGX
T. Rowe Price Retirement 2015
100%
3
60
0
0.76%
11.16%
Target Date 2016-2020
TRRBX
T. Rowe Price Retirement 2020
100%
3
60
0
0.78%
11.87%
Target Date 2000-2010
TRRAX
T. Rowe Price Retirement 2010
97%
3
60
0
0.99%
10.65%
Retirement Income
TRRIX
T. Rowe Price Retirement Income
91%
3
60
0
0.34%
2.96%
Target Date 2000-2010
PARAX
T. Rowe Price Retirement 2010 Adv
69%
3
60
0
0.99%
10.4%
Target Date 2016-2020
PARBX
T. Rowe Price Retirement 2020 Adv
62%
3
60
0
0.78%
11.7%
FIXED INCOME
Intermediate-Term Bond
PTRAX
PIMCO Total Return Admin
66%
3
60
0
0.8%
4.94%
US EQUITY
MID-CAP VALUE
JMCVX
Perkins Mid Cap Value T
98%
3
60
0
0.91%
1%
Mid-Cap Growth
MPEGX
Morgan Stanley Inst Mid Cap Growth I
80%
3
60
0
0.74%
0%
LARGE VALUE
MDDVX
BlackRock Equity Dividend Inv A
57%
3
60
0
1%
7.02%
SMALL VALUE
PVADX
Allianz NFJ Small Cap Value Admin
57%
3
60
0
0.89%
15.52%
SMALL VALUE
PCVAX
Allianz NFJ Small Cap Value A
56%
3
60
0
0.89%
16.12%
Small Growth
CSGEX
BlackRock Small Cap Growth Equity Inv A
53%
3
60
0
1%
0.18%
SMALL BLEND
SMEAX
Invesco Small Cap Equity A
39%
3
60
0
1.01%
0%
LARGE GROWTH
RGAEX
American Funds Growth Fund of Amer R4
39%
3
60
0
0.3%
0%
Average Expense Ratio: 0.82%
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Description
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