LARGE BLEND |
SPY |
SPDR S&P 500 ETF |
100% |
0 |
60 |
0 |
0.09%
|
1.3%
|
SMALL BLEND |
IWM |
iShares Russell 2000 |
99% |
0 |
60 |
0 |
0.19%
|
1.33%
|
SMALL VALUE |
IJS |
iShares S&P Small-Cap 600 Value |
99% |
0 |
60 |
0 |
0.18%
|
1.47%
|
Small Growth |
IWO |
iShares Russell 2000 Growth |
99% |
0 |
60 |
0 |
0.24%
|
0.7%
|
LARGE GROWTH |
IWF |
iShares Russell 1000 Growth |
99% |
0 |
60 |
0 |
0.19%
|
0.61%
|
LARGE GROWTH |
FBGRX |
FIDELITY BLUE CHIP GROWTH |
99% |
1 |
60 |
0 |
0.69%
|
0%
|
LARGE VALUE |
IWD |
iShares Russell 1000 Value |
98% |
0 |
60 |
0 |
0.19%
|
1.95%
|
Mid-Cap Growth |
IJK |
Shares S&P Mid-Cap 400 Growth |
98% |
0 |
60 |
0 |
0.17%
|
1.03%
|
Large Growth |
QQQ |
PowerShares QQQ ETF |
98% |
0 |
60 |
0 |
0.2%
|
0.54%
|
SMALL BLEND |
IJR |
Shares Core S&P Small-Cap |
97% |
0 |
60 |
0 |
0.06%
|
1.32%
|
MID-CAP BLEND |
IWR |
iShares Russell Mid-Cap |
94% |
0 |
60 |
0 |
0.19%
|
1.37%
|
LARGE GROWTH |
PARWX |
Parnassus Workplace |
92% |
2 |
60 |
0 |
0.88%
|
1.72%
|
SMALL VALUE |
FCPVX |
Fidelity Small Cap Value |
91% |
1 |
60 |
0 |
1.5%
|
3.99%
|
LARGE BLEND |
AFDIX |
American Century Fundamental Equity Inv |
90% |
2 |
60 |
0 |
1.79%
|
0.51%
|
Small Growth |
WAMCX |
Wasatch Ultra Growth |
73% |
2 |
60 |
0 |
1.05%
|
0%
|
MID-CAP BLEND |
FSMAX |
Fidelity Spartan Extnd Mkt Idx AdvtgInst |
70% |
1 |
60 |
0 |
0.03%
|
1.13%
|
Small Growth |
ARTSX |
Artisan Small Cap Investor |
69% |
2 |
60 |
0 |
1.07%
|
0%
|
LARGE BLEND |
ACFOX |
American Century Legacy Foc Lg Cap Inv |
66% |
2 |
60 |
0 |
0.51%
|
0%
|
SMALL VALUE |
HRVIX |
Heartland Value Plus |
64% |
2 |
60 |
0 |
1.01%
|
2.23%
|
Mid-Cap Growth |
MACGX |
Morgan Stanley Inst Mid Cap Growth A |
61% |
2 |
60 |
0 |
1.03%
|
0%
|
LARGE GROWTH |
CPOAX |
Morgan Stanley Multi Cap Growth A |
60% |
2 |
60 |
0 |
1.15%
|
0%
|
Mid-Cap Growth |
BIOPX |
Baron Opportunity Retail |
60% |
2 |
60 |
0 |
1.31%
|
0%
|
LARGE GROWTH |
MSEGX |
Morgan Stanley Institutional Growth P |
57% |
2 |
60 |
0 |
0.49%
|
0%
|
Small Growth |
MSSMX |
Morgan Stanley Inst Small Company Gr P |
46% |
2 |
60 |
0 |
2.1%
|
0%
|
MID-CAP BLEND |
JNVSX |
Jensen Quality Value J |
23% |
2 |
60 |
0 |
0.8%
|
0.57%
|
LARGE BLEND |
FXAIX |
Fidelity Spartan 500 Index Advtg Instl |
4% |
1 |
60 |
0 |
0.02%
|
1.04%
|
MID-CAP BLEND |
FMEIX |
Fidelity Mid Cap Enhanced Index |
0% |
1 |
60 |
0 |
0.45%
|
1.03%
|