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
91%
3
60
0
0.52%
2.46%
Foreign Large Blend
HIINX
Harbor International Inv
62%
3
60
0
0.69%
3.33%
Foreign Large Blend
REREX
American Funds EuroPacific Gr R4
32%
3
60
0
0.9%
3.77%
Others
Moderate Allocation
OAKBX
Oakmark Equity & Income I
95%
3
60
0
0.83%
3.13%
Target Date 2026-2030
SWDRX
Schwab Target 2030
82%
3
60
0
0.42%
4.55%
Target Date 2021-2025
SWHRX
Schwab Target 2025
76%
3
60
0
0.35%
5.39%
Target Date 2031-2035
SWIRX
Schwab Target 2035
73%
3
60
0
0.47%
3.7%
Target Date 2011-2015
SWGRX
Schwab Target 2015
61%
3
60
0
0.28%
6.18%
Target Date 2016-2020
SWCRX
Schwab Target 2020
54%
3
60
0
0.29%
7.21%
Target Date 2036-2040
SWERX
Schwab Target 2040
53%
3
60
0
0.5%
4.15%
Target Date 2000-2010
SWBRX
Schwab Target 2010
46%
3
60
0
0.26%
4.49%
US EQUITY
LARGE BLEND
SWPPX
Schwab S&P 500 Index
85%
3
60
0
0.02%
1.65%
LARGE VALUE
DODGX
Dodge & Cox Stock
83%
3
60
0
0.52%
6.01%
MID-CAP BLEND
NMPAX
Columbia Mid Cap Index Z
66%
3
60
0
0.2%
8.52%
LARGE GROWTH
RGAEX
American Funds Growth Fund of Amer R4
45%
3
60
0
0.3%
8.41%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIMCO Total Return Instl
78%
3
60
0
0.83%
4.06%
Average Expense Ratio: 0.46%
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Model Portfolios
Description
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