Investment Options
Total Available Funds:
12
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
FDIKX
Fidelity Investment Trust: Fidelity Diversified International Fund; Class K Shares
72%
3
60
0
0.99%
4.12%
Others
Conservative Allocation
PRSIX
T Rowe Price Personal Strategy Funds
92%
3
60
0
0.67%
3.81%
Aggressive Allocation
TRSGX
T Rowe Price Personal Strategy Funds
88%
3
60
0
0.76%
1.72%
Moderate Allocation
TRPBX
T Rowe Price Personal Strategy Funds
84%
3
60
0
0.71%
3.06%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIMCO Funds: Total Return Fund; Institutional Class Shares
97%
3
60
0
0.83%
4.1%
Multisector Bond
PRSNX
T Rowe Price Strategic Income Fund
38%
3
60
0
0.93%
4.46%
US EQUITY
SMALL BLEND
PENNX
Royce Fund: Royce Pennsylvania Mutual Fund; Investment Class Shares
100%
3
60
0
0.96%
4.7%
LARGE GROWTH
PRGFX
T Rowe Price Growth Stock Fund
100%
3
60
0
0%
3%
LARGE VALUE
VWNDX
Vanguard Windsor Funds: Vanguard Windsor Fund; Investor Shares
97%
3
60
0
0.32%
15.12%
LARGE GROWTH
FCNKX
Fidelity Contrafund; Class K Shares
68%
3
60
0
0.55%
2.82%
MID-CAP BLEND
SSVSX
Victory Portfolios: Special Value Fund; Class A Shares
36%
3
60
0
1.15%
9.71%
Mid-Cap Growth
RPTRX
Royce Fund: Royce Partners Fund; Service Class Shares
0%
3
60
0
1.38%
3.56%
Average Expense Ratio: 0.77%
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Related Retirement Plans
Model Portfolios
Description
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