Investment Options
Total Available Funds: 24
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
AIMOX International Fund
66%
3
60
0
0.56%
2.44%
Foreign Large Growth
FIINX International Investors Fund
0%
3
60
0
1.43%
0%
Others
Moderate Allocation
PAAIX Pacific Investment Management Company All Asset Fund
96%
3
60
0
1.84%
3.53%
Retirement Income
TRRIX T. Rowe Price Retirement Equity Income Fund
91%
3
60
0
0.34%
2.96%
Conservative Allocation
ISFYX SSgA rtmt Income Strategy
85%
3
60
0
0.96%
3.37%
EQUITY
MDD S P 400 Mid Cap Fund
0%
3
60
0
0.46%
0%
Target Date 2031-2035
RVLRX SSgA 2035 Strategy Fund
0%
3
60
0
0.84%
0%
Target Date 2026-2030
RRLAX SSgA 2030 Strategy Fund
0%
3
60
0
1.06%
0.24%
Target Date 2016-2020
RLLAX SSgA 2020 Strategy Fund
0%
3
60
0
0.95%
0.41%
Target Date 2041-2045
RWLRX SSgA 2045 Strategy Fund
0%
3
60
0
0%
0%
Target Date 2036-2040
RXLAX SSgA 2040 Strategy Fund
0%
3
60
0
1.09%
0.23%
Target Date 2021-2025
RPLRX SSgA 2025 Strategy Fund
0%
3
60
0
0%
0%
Target Date 2011-2015
RKLRX SSgA 2015 Strategy Fund
0%
3
60
0
0%
1.82%
Target Date 2000-2010
RJLSX SSgA 2010 Strategy Fund
0%
3
60
0
NA
NA
US EQUITY
LARGE BLEND
LLPFX Longleaf Partners Fund
100%
3
60
0
0.79%
0.66%
SMALL BLEND
IWM Russell 2000 Small Cap Fund
99%
3
60
0
0.19%
1.33%
LARGE GROWTH
VIGRX Vanguard Growth Index
97%
3
60
0
0.04%
0.43%
Mid-Cap Growth
JAENX Janus Enterprise Fund
92%
3
60
0
1.14%
0%
LARGE GROWTH
SWLSX NADART Large Cap Growth Fund
84%
3
60
0
0.99%
0%
LARGE BLEND
PLFIX S P 500 Large Cap Fund
76%
3
60
0
0.52%
2.38%
LARGE GROWTH
LMGNX Legg Mason Growth Equity Fund
74%
3
60
0
1.06%
1.31%
SMALL BLEND
GACIX Gabelli Small Cap Growth Fund
60%
3
60
0
1.14%
8.88%
Mid-Cap Growth
TMGFX Turner Mid Cap Growth Fund
0%
3
60
0
1.18%
0%
FIXED INCOME
Intermediate-Term Bond
PTTRX Pacific Investment Management Company Total Return Fund Common/Collective Trs
97%
3
60
0
0.83%
3.98%
Average Expense Ratio: 0.76%
Sign up to get fund ranking change alerts
Model Portfolios
The plan consists of 27 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.
