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
REAL ESTATE
REAL ESTATE
FREAX
Nuveen Investment Funds
54%
3
60
0
0.97%
3.34%
Emerging Market
DIVERSIFIED EMERGING MKTS
DFEVX
DFA Investment Dimensions Group Inc: Emerging Markets Value Portfolio; Institutional Class Shares
96%
3
60
0
0.44%
4.5%
FIXED INCOME
Intermediate-Term Bond
PTTAX
PIMCO Funds: Total Return Fund; Class A Shares
65%
3
60
0
0.8%
3.66%
US EQUITY
LARGE GROWTH
FCNTX
Fidelity Contrafund
96%
3
60
0
0.55%
3.75%
SMALL BLEND
RYSEX
Royce Fund: Royce Special Equity Fund; Investment Class Shares
94%
3
60
0
2.24%
5.65%
LARGE VALUE
MEIIX
MFS Series Trust I: MFS Value Fund; Class I Shares
91%
3
60
0
0.8%
8.55%
MID-CAP VALUE
JMVAX
Janus Investment Fund: Perkins Mid Cap Value Fund; Class I Shares
91%
3
60
0
0.91%
9.9%
Small Growth
ALSRX
Alger Institutional Funds: Alger Small Cap Growth Institutional Fund; Class I Shares
89%
3
60
0
1.73%
0%
LARGE BLEND
CHTRX
AIM Equity Funds (Invesco Equity Funds): Invesco Charter Fund; Class A Shares
57%
3
60
0
0.92%
6.64%
Mid-Cap Growth
RIMSX
Rainier Investment Management Mutual Funds: Small/Mid Cap Equity Fund; Original Shares
0%
3
60
0
1.26%
13.78%
Average Expense Ratio: 1.06%
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Related Retirement Plans
Model Portfolios
Description
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