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
WORLD STOCK
RWIEX American Funds Capital World G/I R4
66%
3
60
0
0.53%
3.48%
Foreign Large Blend
REREX American Funds EuroPacific Gr R4
32%
3
60
0
0.9%
3.74%
Others
Moderate Allocation
OAKBX Oakmark Equity & Income I
99%
3
60
0
0.83%
2.3%
Target Date 2026-2030
SWDRX Schwab Target 2030
81%
3
60
0
0.42%
5.87%
Target Date 2021-2025
SWHRX Schwab Target 2025
77%
3
60
0
0.35%
5.05%
Target Date 2031-2035
SWIRX Schwab Target 2035
72%
3
60
0
0.47%
6.34%
Target Date 2011-2015
SWGRX Schwab Target 2015
61%
3
60
0
0.28%
5.8%
Target Date 2016-2020
SWCRX Schwab Target 2020
48%
3
60
0
0.29%
5.48%
Target Date 2036-2040
SWERX Schwab Target 2040
47%
3
60
0
0.5%
7.06%
Target Date 2000-2010
SWBRX Schwab Target 2010
41%
3
60
0
0.26%
4.13%
US EQUITY
LARGE VALUE
DODGX Dodge & Cox Stock
89%
3
60
0
0.52%
4.95%
Small Growth
PSCZX Prudential Jennison Small Company Z
88%
3
60
0
0.82%
0.51%
LARGE BLEND
SWPPX Schwab S&P 500 Index
84%
3
60
0
0.02%
1.34%
LARGE VALUE
AAGPX American Beacon Lg Cap Value Inv
66%
3
60
0
0.94%
1.57%
LARGE GROWTH
RGAEX American Funds Growth Fund of Amer R4
47%
3
60
0
0.3%
0%
FIXED INCOME
Intermediate-Term Bond
PTTRX PIMCO Total Return Instl
79%
3
60
0
0.83%
3.98%
Average Expense Ratio: 0.52%
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Model Portfolios
Description
The investment options have not been imported yet.
