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 Growth
WBIGX William Blair International Growth N
36%
3
60
0
0.99%
3.46%
Foreign Large Blend
VTPSX Vanguard Total Intl Stock Idx Instl Pls
3%
3
60
0
0.07%
3.34%
Others
Aggressive Allocation
VASGX Vanguard LifeStrategy Growth Inv
89%
3
60
0
0.14%
1.97%
Moderate Allocation
VSMGX Vanguard LifeStrategy Moderate Gr Inv
84%
3
60
0
0.13%
2.53%
Technology
PRGTX T. Rowe Price Global Technology
58%
3
60
0
0.95%
0%
Technology
CMTFX Columbia Technology Z
56%
3
60
0
1.19%
0%
FIXED INCOME
Intermediate-Term Bond
VBTIX Vanguard Total Bond Market Index Inst
94%
3
60
0
0.15%
3.27%
US EQUITY
MID-CAP BLEND
VEXMX Vanguard Extended Market Idx Inv
97%
3
60
0
0.06%
1.11%
LARGE VALUE
VEIRX Vanguard Equity-Income Adm
85%
3
60
0
0.28%
1.95%
SMALL BLEND
PRSVX T. Rowe Price Small-Cap Value
85%
3
60
0
1.17%
3.33%
Mid-Cap Growth
VMGRX Vanguard Mid Cap Growth Inv
80%
3
60
0
0.37%
0.36%
LARGE BLEND
VINIX Vanguard Institutional Index Instl
78%
3
60
0
0.02%
1.36%
MID-CAP VALUE
NAMAX Columbia Mid Cap Value Z
76%
3
60
0
1.13%
1.47%
LARGE GROWTH
RGAEX American Funds Growth Fund of Amer R4
39%
3
60
0
0.3%
0%
SMALL BLEND
RYLPX Royce Low Priced Stock Svc
0%
3
60
0
1.51%
6.35%
MID-CAP BLEND
VEMSX Vanguard Extended Market Idx Signal
0%
3
60
0
0.14%
1.48%
Average Expense Ratio: 0.54%
Sign up to get fund ranking change alerts
Model Portfolios
Description
The investment options have not been imported yet.
