Investment Options
Total Available Funds:
17
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
REAL ESTATE
Global Real Estate
IGLIX
ING Real Estate Fund - Class I
0%
3
60
0
1.01%
5.21%
INTERNATIONAL EQUITY
Foreign Large Blend
VWIGX
Vanguard International Growth Shares
83%
3
60
0
0.45%
1.84%
Foreign Large Value
NIIVX
ING International Value Fund - Class I
0%
3
60
0
1.28%
0%
Others
Target Date 2041-2045
ISRIX
ING Solution 2045 Portfolio - Initial Class
95%
3
60
0
0.75%
3.15%
Target Date 2031-2035
ISQIX
ING Solution 2035 Portfolio - Initial Class
94%
3
60
0
1.23%
6.78%
Retirement Income
ISWIX
ING Solution Income Portfolio - Initial Class
90%
3
60
0
1.08%
4.19%
Target Date 2021-2025
ISZIX
ING Solution 2025 Portfolio - Initial Class
90%
3
60
0
0.72%
4.57%
Target Date 2011-2015
ISOIX
ING Solution 2015 Portfolio - Initial Class
0%
3
60
0
0.13%
0%
EQUITY
PSS
Goldman Sachs Collective Tr Strategic Value Fund
0%
3
60
0
NA
0%
FIXED INCOME
Intermediate-Term Bond
VBMFX
Vanguard Total Bond Mkt Index Fund - Signal Shares
100%
3
60
0
0.15%
3.15%
Intermediate-Term Bond
PTTRX
Pacific Investment Management Company Total Return Fund - Institutional Shares
97%
3
60
0
0.83%
3.98%
US EQUITY
LARGE BLEND
VTI
ING Mkt Stock Fund
96%
3
60
0
0.03%
1.35%
LARGE GROWTH
MLRRX
Mainstay Large Cap Growth
90%
3
60
0
1.33%
0%
Small Growth
IVSOX
ING VP Small Cap Opportunities Portfolio - Initial Class
90%
3
60
0
1.26%
0%
SMALL BLEND
IIRSX
Russell Small Cap Completeness Index SL Series Fund
58%
3
60
0
0.85%
5.83%
MID-CAP VALUE
NSMRX
Nuveen NWQ Small/Mid-Cap Value Fund - Class R
57%
3
60
0
1.05%
2.27%
LARGE BLEND
KNITX
Equity Index Tr
0%
3
60
0
NA
0.42%
Average Expense Ratio: 0.81%
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Model Portfolios
The plan consists of 17 funds. It covers 4 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs and Fixed Income.
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