| Emerging Market |
|
|
|
|
|
|
|
|
| DIVERSIFIED EMERGING MKTS |
NEWFX |
American Funds New World A |
54% |
3 |
60 |
0 |
1.03%
|
2.5%
|
| DIVERSIFIED EMERGING MKTS |
RNWBX |
American Funds New World R2 |
50% |
3 |
60 |
0 |
1.03%
|
1.97%
|
|
| INTERNATIONAL EQUITY |
|
|
|
|
|
|
|
|
| Foreign Large Blend |
AEPFX |
American Funds EuroPacific Gr F-2 |
73% |
3 |
60 |
0 |
0.9%
|
3.94%
|
| WORLD STOCK |
WGIFX |
American Funds Capital World G/I F-2 |
69% |
3 |
60 |
0 |
0.54%
|
3.71%
|
| Foreign Large Blend |
IGFFX |
American Funds Intl Gr And Inc F-2 |
69% |
3 |
60 |
0 |
0.54%
|
3.65%
|
| WORLD STOCK |
ANWPX |
American Funds New Perspective A |
66% |
3 |
60 |
0 |
1.47%
|
5.44%
|
| WORLD STOCK |
SCWFX |
American Funds SMALLCAP World F-1 |
64% |
3 |
60 |
0 |
0.66%
|
0%
|
| WORLD STOCK |
RNPBX |
American Funds New Perspective R2 |
60% |
3 |
60 |
0 |
1.47%
|
5.06%
|
|
| Others |
|
|
|
|
|
|
|
|
| World Allocation |
CAIFX |
American Funds Capital Inc Bldr F-2 |
79% |
3 |
60 |
0 |
0.26%
|
2.16%
|
| Moderate Allocation |
AMEFX |
American Funds Inc Fund of Amer F-2 |
70% |
3 |
60 |
0 |
0.69%
|
3.92%
|
| Moderate Allocation |
IFAFX |
American Funds Inc Fund of Amer F-1 |
38% |
3 |
60 |
0 |
0.69%
|
3.66%
|
|
| FIXED INCOME |
|
|
|
|
|
|
|
|
| WORLD BOND |
BFWFX |
American Funds Capital World Bond F-2 |
81% |
3 |
60 |
0 |
0.99%
|
2.68%
|
| Intermediate-Term Bond |
ABNFX |
American Funds Bond Fund of Amer F-2 |
72% |
3 |
60 |
0 |
0.33%
|
3.78%
|
| Short-Term Bond |
IBAFX |
American Funds Interm Bd Fd of Amer F-2 |
72% |
3 |
60 |
0 |
0.29%
|
3.55%
|
|
| US EQUITY |
|
|
|
|
|
|
|
|
| LARGE VALUE |
RWMFX |
American Funds Washington Mutual R5 |
84% |
3 |
60 |
0 |
0.26%
|
3.64%
|
| LARGE BLEND |
RICFX |
American Funds Invmt Co of America R5 |
76% |
3 |
60 |
0 |
0.58%
|
1.52%
|
| LARGE GROWTH |
GFFFX |
American Funds Growth Fund of Amer F-2 |
67% |
3 |
60 |
0 |
0.3%
|
0%
|
| LARGE BLEND |
FINFX |
American Funds Fundamental Invs F-2 |
64% |
3 |
60 |
0 |
0.28%
|
1.8%
|
| MID-CAP BLEND |
CAAPX |
Ariel Appreciation Investor |
46% |
3 |
60 |
0 |
1.1%
|
6.13%
|
| LARGE BLEND |
AIVSX |
American Funds Invmt Co of America A |
38% |
3 |
60 |
0 |
0.27%
|
5.04%
|
|
