Investment Options
Total Available Funds:
10
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
EuroPacific Growth Fund; Class A Shares
57%
3
60
0
0.9%
3.64%
Foreign Large Blend
VGTSX
Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares
16%
3
60
0
0.08%
3.12%
Others
Conservative Allocation
PACAX
Putnam Asset Allocation Funds: Putnam Dynamic Asset Allocation Conservative Fund; Class A Shares
44%
3
60
0
0.98%
1.94%
FIXED INCOME
Intermediate-Term Bond
PTTAX
PIMCO Funds: Total Return Fund; Class A Shares
65%
3
60
0
0.8%
4.84%
US EQUITY
LARGE BLEND
NYVTX
Davis New York Venture Fund
92%
3
60
0
1.75%
8.07%
Mid-Cap Growth
ACRNX
Columbia Acorn Trust: Columbia Acorn Fund; Class Z Shares
75%
3
60
0
1.83%
0%
LARGE VALUE
MDDVX
BlackRock Equity Dividend Fund; Investor A Shares
57%
3
60
0
1%
7.02%
SMALL VALUE
PCVAX
Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares
56%
3
60
0
0.89%
16.12%
LARGE GROWTH
AGTHX
Growth Fund of America
41%
3
60
0
0.3%
0%
LARGE BLEND
PSIAX
Prudential Investment Portfolios 8: Prudential Stock Index Fund; Class A Shares
33%
3
60
0
0.52%
13.5%
Average Expense Ratio: 0.9%
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Model Portfolios
Description
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