Investment Options
Total Available Funds:
15
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 SMALL/MID GROWTH
ACINX
Columbia Acorn International Z
99%
3
60
0
1.48%
0%
WORLD STOCK
OPPAX
Oppenheimer Global A
49%
3
60
0
1.31%
0%
Others
Moderate Allocation
DODBX
Dodge & Cox Balanced
93%
3
60
0
0.42%
2.56%
US EQUITY
LARGE VALUE
NPRTX
Neuberger Berman Large Cap Value Inv
97%
3
60
0
0.98%
2.42%
LARGE VALUE
DODGX
Dodge & Cox Stock
93%
3
60
0
0.52%
4.95%
LARGE BLEND
SVSPX
SSgA S&P 500 Index Instl
75%
3
60
0
0.16%
8.53%
Mid-Cap Growth
LACAX
Columbia Acorn A
46%
3
60
0
1.83%
0%
LARGE GROWTH
AGTHX
American Funds Growth Fund of Amer A
41%
3
60
0
0.3%
0%
Mid-Cap Growth
BGRFX
Baron Growth Retail
40%
3
60
0
1.3%
1.84%
LARGE BLEND
NFAAX
Neuberger Berman Focus A
16%
3
60
0
0.75%
0%
MID-CAP BLEND
GTAGX
Invesco Mid Cap Core Equity A
0%
3
60
0
1.23%
0.32%
Mid-Cap Growth
VGRAX
Invesco Van Kampen Mid Cap Gr A
0%
3
60
0
1.16%
0%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIMCO Total Return Instl
97%
3
60
0
0.83%
3.98%
SHORT GOVERNMENT
FIGTX
Federated US Govt 2-5 Yr Instl
83%
3
60
0
1.33%
2.95%
SHORT GOVERNMENT
FIGIX
Federated US Govt 2-5 Yr Svc
78%
3
60
0
1.33%
2.77%
Average Expense Ratio: 1%
Sign up to get fund ranking change alerts
Model Portfolios
Description
The investment options have not been imported yet.