Investment Options
Total Available Funds:
19
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
WORLD STOCK
VHGEX
Vanguard Global Equity Inv
100%
3
60
0
0.42%
2.54%
Foreign Large Blend
ARTIX
Artisan International Inv
91%
3
60
0
0.97%
1.85%
Others
World Allocation
GBLAX
American Funds Global Balanced A
48%
3
60
0
0.54%
1.78%
Moderate Allocation
ABALX
American Funds American Balanced A
43%
3
60
0
0.31%
2.58%
ROOT
VUSXX
0%
3
60
0
0.11%
NA
US EQUITY
MID-CAP BLEND
VIMSX
Vanguard Mid Cap Index Inv
98%
3
60
0
0.04%
1.67%
LARGE BLEND
VFINX
Vanguard 500 Index Investor
98%
3
60
0
0.14%
1.57%
LARGE VALUE
AMRMX
American Funds American Mutual A
94%
3
60
0
0.38%
3.92%
SMALL BLEND
LRSCX
Lord Abbett Small Cap Value A
48%
3
60
0
1.48%
0.14%
LARGE GROWTH
AMCPX
American Funds AMCAP A
45%
3
60
0
0.49%
3.71%
Mid-Cap Growth
BGRFX
Baron Growth Retail
40%
3
60
0
1.3%
1.88%
LARGE GROWTH
VMRGX
Vanguard Morgan Growth Inv
0%
3
60
0
0.42%
0%
FIXED INCOME
Intermediate-Term Bond
VFICX
Vanguard Interm-Term Invmt-Grade Inv
99%
3
60
0
0.2%
4.14%
Inflation-Protected Bond
VIPSX
Vanguard Inflation-Protected Secs Inv
98%
3
60
0
0.07%
3.87%
High Yield Muni
AMHIX
American High-Income Municipal Bond A
50%
3
60
0
0.28%
3.61%
High Yield Bond
AHITX
American Funds American Hi Inc Tr A
47%
3
60
0
0.41%
6.76%
Intermediate-Term Bond
MFAAX
American Funds Mortgage A
31%
3
60
0
1.4%
4.04%
Muni National Short
ASTEX
American Funds Shrt-Term Tx-Exmpt Bd A
27%
3
60
0
0.32%
2.27%
Muni New York Long
NYAAX
American Funds Tax-Exempt Fund of NY A
13%
3
60
0
0.4%
2.9%
Average Expense Ratio: 0.51%
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Model Portfolios
Description
The investment options have not been imported yet.