Investment Options
Total Available Funds:
14
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
Emerging Market
DIVERSIFIED EMERGING MKTS
VEIEX
Vanguard Emerging Mkts Stock Idx
99%
3
60
0
0.08%
3.39%
INTERNATIONAL EQUITY
WORLD STOCK
VHGEX
Vanguard Global Equity Inv
100%
3
60
0
0.42%
2.53%
Foreign Large Blend
VWILX
Vanguard International Growth Adm
83%
3
60
0
0.45%
1.94%
Foreign Large Blend
VGTSX
Vanguard Total Intl Stock Index Inv
16%
3
60
0
0.08%
3.42%
Others
Moderate Allocation
VWELX
Vanguard Wellington Inv
90%
3
60
0
0.17%
6.25%
FIXED INCOME
Intermediate-Term Bond
VBTIX
Vanguard Total Bond Market Index Inst
94%
3
60
0
0.15%
3.3%
Intermediate-Term Bond
VBMPX
Vanguard Total Bond Market Idx Instl Pls
35%
3
60
0
0.03%
3.31%
US EQUITY
MID-CAP BLEND
VEXMX
Vanguard Extended Market Idx Inv
97%
3
60
0
0.06%
1.4%
LARGE VALUE
VWNAX
Vanguard Windsor II Adm
81%
3
60
0
0.26%
10.52%
LARGE BLEND
VINIX
Vanguard Institutional Index Instl
78%
3
60
0
0.02%
3.37%
Small Growth
VEXRX
Vanguard Explorer Adm
76%
3
60
0
0.34%
1.01%
MID-CAP BLEND
VSEQX
Vanguard Strategic Equity Inv
65%
3
60
0
0.33%
13.64%
LARGE GROWTH
VMRAX
Vanguard Morgan Growth Adm
0%
3
60
0
0.3%
0%
LARGE GROWTH
VMRGX
Vanguard Morgan Growth Inv
0%
3
60
0
0.42%
0%
Average Expense Ratio: 0.22%
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Model Portfolios
Description
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