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 Growth
MGRAX MFS Series Trust X: MFS International Growth Fund; Class A Shares
62%
3
60
0
0.7%
0%
Foreign Large Value
ABIAX AllianceBernstein Trust: AllianceBernstein International Value Fund; Class A Shares
33%
3
60
0
1.25%
1.18%
Others
World Allocation
MDLOX BlackRock Global Allocation Fund
74%
3
60
0
0.84%
0.2%
FIXED INCOME
Intermediate-Term Bond
PTTAX PIMCO Funds: Total Return Fund; Class A Shares
65%
3
60
0
0.8%
4.84%
US EQUITY
MID-CAP VALUE
GCMAX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Class A Shares
93%
3
60
0
1.18%
0.54%
LARGE VALUE
MDDVX BlackRock Equity Dividend Fund; Investor A Shares
57%
3
60
0
1%
7.02%
SMALL BLEND
FSCTX Fidelity Advisor Series I: Fidelity Advisor Small Cap Fund; Class T Shares
50%
3
60
0
2.15%
5.27%
SMALL VALUE
CSMIX Columbia Funds Series Trust I: Columbia Small Cap Value Fund I; Class A Shares
50%
3
60
0
0.86%
7.79%
LARGE GROWTH
RGACX Growth Fund of America
37%
3
60
0
0.3%
0%
MID-CAP BLEND
QVSCX Oppenheimer Quest For Value Funds: Oppenheimer Small- & Mid- Cap Value Fund; Class A Shares
0%
3
60
0
1.16%
0.79%
Average Expense Ratio: 1.02%
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Model Portfolios
Description
The investment options have not been imported yet.
