Investment Options
Total Available Funds: 16
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
DODFX Dodge & Cox International Stock
99%
3
60
0
0.52%
2.33%
Foreign Large Value
VTRIX Vanguard International Value Inv
99%
3
60
0
0.39%
2.76%
Foreign Large Blend
VWIGX Vanguard International Growth Inv
83%
3
60
0
0.45%
1.84%
Others
Target Date 2041-2045
VTIVX Vanguard Target Retirement 2045 Inv
97%
3
60
0
0.08%
2.34%
Target Date 2046-2050
VFIFX Vanguard Target Retirement 2050 Inv
75%
3
60
0
0.08%
2.02%
Target Date 2026-2030
VTHRX Vanguard Target Retirement 2030 Inv
70%
3
60
0
0.08%
2.21%
Target Date 2016-2020
VTWNX Vanguard Target Retirement 2020 Inv
66%
3
60
0
0.08%
4.48%
Target Date 2011-2015
VTXVX Vanguard Target Retirement 2015 Inv
0%
3
60
0
0.08%
2.59%
Target Date 2000-2010
VTENX Vanguard Target Retirement 2010 Inv
0%
3
60
0
0.17%
0%
FIXED INCOME
Intermediate-Term Bond
VBTLX Vanguard Total Bond Market Index Adm
94%
3
60
0
0.15%
3.25%
Intermediate-Term Bond
BSHGX Bishop Street High Grade Inc Instl
0%
3
60
0
0.76%
1.75%
US EQUITY
LARGE VALUE
DODGX Dodge & Cox Stock
93%
3
60
0
0.52%
4.95%
MID-CAP VALUE
ARTQX Artisan Mid Cap Value Investor
91%
3
60
0
1.05%
17.63%
LARGE GROWTH
AGTHX American Funds Growth Fund of Amer A
41%
3
60
0
0.3%
0%
SMALL BLEND
ICSCX ICM Small Company
0%
3
60
0
0.89%
0%
MID-CAP BLEND
VMISX Vanguard Mid Cap Index Signal
0%
3
60
0
0.1%
1.26%
Average Expense Ratio: 0.36%
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Model Portfolios
Description
The investment options have not been imported yet.
