Emerging Market |
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DIVERSIFIED EMERGING MKTS |
LZEMX |
Lazard Emerging Markets Equity Instl |
91% |
3 |
60 |
0 |
1.07%
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4.97%
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INTERNATIONAL EQUITY |
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Foreign Large Blend |
DODFX |
Dodge & Cox International Stock |
99% |
3 |
60 |
0 |
0.52%
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2.33%
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WORLD STOCK |
RWIEX |
American Funds Capital World G/I R4 |
64% |
3 |
60 |
0 |
0.53%
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3.48%
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Foreign Large Blend |
REREX |
American Funds EuroPacific Gr R4 |
57% |
3 |
60 |
0 |
0.9%
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3.74%
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Others |
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Target Date 2026-2030 |
SWDRX |
Schwab Target 2030 |
97% |
3 |
60 |
0 |
0.42%
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5.87%
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Target Date 2036-2040 |
SWERX |
Schwab Target 2040 |
97% |
3 |
60 |
0 |
0.5%
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7.06%
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Target Date 2016-2020 |
SWCRX |
Schwab Target 2020 |
96% |
3 |
60 |
0 |
0.29%
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5.48%
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Target Date 2000-2010 |
SWBRX |
Schwab Target 2010 |
95% |
3 |
60 |
0 |
0.26%
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4.13%
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Target Date 2031-2035 |
SWIRX |
Schwab Target 2035 |
71% |
3 |
60 |
0 |
0.47%
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6.34%
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Target Date 2021-2025 |
SWHRX |
Schwab Target 2025 |
70% |
3 |
60 |
0 |
0.35%
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5.05%
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Target Date 2011-2015 |
SWGRX |
Schwab Target 2015 |
70% |
3 |
60 |
0 |
0.28%
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5.8%
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US EQUITY |
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SMALL BLEND |
RYTRX |
Royce Total Return Invmt |
93% |
3 |
60 |
0 |
1.95%
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10%
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SMALL BLEND |
NMSCX |
Columbia Small Cap Index Z |
81% |
3 |
60 |
0 |
0.45%
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5.56%
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LARGE BLEND |
SWPPX |
Schwab S&P 500 Index |
79% |
3 |
60 |
0 |
0.02%
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1.34%
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LARGE GROWTH |
RGAEX |
American Funds Growth Fund of Amer R4 |
39% |
3 |
60 |
0 |
0.3%
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0%
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FIXED INCOME |
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Intermediate-Term Bond |
PTTRX |
PIMCO Total Return Instl |
97% |
3 |
60 |
0 |
0.83%
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3.98%
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