Investment Options
Total Available Funds:
15
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
RWIEX
American Funds Capital World G/I R4
67%
3
60
0
0.53%
3.48%
Foreign Large Blend
REREX
American Funds EuroPacific Gr R4
25%
3
60
0
0.9%
3.74%
Others
Moderate Allocation
DODBX
Dodge & Cox Balanced
90%
3
60
0
0.42%
2.56%
US EQUITY
Mid-Cap Growth
TMDIX
TimesSquare Mid Cap Growth Instl
94%
3
60
0
1.18%
0%
LARGE VALUE
DODGX
Dodge & Cox Stock
86%
3
60
0
0.52%
4.95%
LARGE BLEND
SWPPX
Schwab S&P 500 Index
84%
3
60
0
0.02%
1.34%
LARGE GROWTH
HACAX
Harbor Capital Appreciation Instl
65%
3
60
0
1.04%
0%
SMALL VALUE
BPSIX
Robeco Small Cap Value II Instl
56%
3
60
0
0.99%
13.11%
SMALL BLEND
HSVRX
Harbor Small Cap Value Adm
55%
3
60
0
0.8%
6.15%
LARGE GROWTH
RGAEX
American Funds Growth Fund of Amer R4
45%
3
60
0
0.3%
0%
Small Growth
MSSGX
Morgan Stanley Inst Small Company Gr I
39%
3
60
0
2.1%
0%
MID-CAP VALUE
ARTQX
Artisan Mid Cap Value Investor
23%
3
60
0
1.05%
17.63%
MID-CAP BLEND
FSEMX
Fidelity Spartan Extended Mkt Index Inv
16%
3
60
0
0.1%
0%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIMCO Total Return Instl
76%
3
60
0
0.83%
3.98%
Intermediate-Term Bond
VBTIX
Vanguard Total Bond Market Index Inst
51%
3
60
0
0.15%
3.27%
Average Expense Ratio: 0.73%
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Model Portfolios
Description
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