Investment Options
Total Available Funds: 14
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
58%
3
60
0
0.9%
3.64%
Foreign Large Growth
AWPAX AllianceBernstein International Growth Fund
50%
3
60
0
1.49%
0%
Foreign Large Growth
AWPCX AllianceBernstein International Growth Fund
42%
3
60
0
1.49%
0%
Others
Moderate Allocation
OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
91%
3
60
0
0.83%
2.3%
Target Date 2016-2020
JTTAX JPMorgan Trust I: JPMorgan SmartRetirement 2020 Fund; Class A Shares
64%
3
60
0
0.62%
2.52%
US EQUITY
LARGE GROWTH
FCNTX Fidelity Contrafund
96%
3
60
0
0.55%
4.32%
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 BLEND
MIEYX MassMutual Select Funds: MassMutual Select Indexed Equity Fund; Class Y Shares
72%
3
60
0
0.62%
7.21%
LARGE VALUE
INDZX Columbia Funds Series Trust II: Columbia Diversified Equity Income Fund; Class A Shares
49%
3
60
0
0.72%
5.85%
LARGE GROWTH
AGTHX Growth Fund of America
41%
3
60
0
0.3%
0%
MID-CAP BLEND
QSCYX Oppenheimer Quest For Value Funds: Oppenheimer Small- & Mid- Cap Value Fund; Class Y Shares
0%
3
60
0
0.91%
1.1%
FIXED INCOME
Intermediate-Term Bond
PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
97%
3
60
0
0.83%
3.98%
Intermediate-Term Bond
PMBIX PIMCO Funds: Total Return Fund II; Institutional Class Shares
94%
3
60
0
0.62%
3.62%
Average Expense Ratio: 0.96%
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Model Portfolios
Description
The investment options have not been imported yet.
