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
AEPGX American Funds EuroPacific Gr A
58%
3
60
0
0.9%
3.64%
Others
Target Date 2026-2030
FFFEX Fidelity Freedom 2030
96%
3
60
0
0.66%
3.25%
Target Date 2036-2040
FFFFX Fidelity Freedom 2040
95%
3
60
0
0.64%
1.26%
Aggressive Allocation
FFNOX Fidelity Four-in-One Index
87%
3
60
0
0.11%
2.72%
Retirement Income
FFKAX Fidelity Freedom K Income
0%
3
60
0
0.39%
1.34%
FIXED INCOME
Intermediate-Term Bond
PTTRX PIMCO Total Return Instl
97%
3
60
0
0.83%
3.98%
Intermediate-Term Bond
PTTAX PIMCO Total Return A
65%
3
60
0
0.8%
4.84%
US EQUITY
LARGE VALUE
PRFDX T. Rowe Price Equity Income
97%
3
60
0
1.23%
1.94%
MID-CAP BLEND
VIMSX Vanguard Mid Cap Index Inv
97%
3
60
0
0.04%
1.35%
MID-CAP VALUE
ARTQX Artisan Mid Cap Value Investor
91%
3
60
0
1.05%
17.63%
Mid-Cap Growth
MPEGX Morgan Stanley Inst Mid Cap Growth I
80%
3
60
0
0.74%
0%
LARGE BLEND
VINIX Vanguard Institutional Index Instl
78%
3
60
0
0.02%
1.36%
LARGE BLEND
FFDKX Fidelity K
68%
3
60
0
0.45%
0.87%
Mid-Cap Growth
MACGX Morgan Stanley Inst Mid Cap Growth P
61%
3
60
0
1.03%
0%
LARGE GROWTH
AGTHX American Funds Growth Fund of Amer A
41%
3
60
0
0.3%
0%
Mid-Cap Growth
NBGNX Neuberger Berman Genesis Inv
24%
3
60
0
0.84%
0%
Average Expense Ratio: 0.63%
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Model Portfolios
Description
The investment options have not been imported yet.
