Investment Options
Total Available Funds: 15
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
LICYX Lord Abbett Securities Trust: Lord Abbett International Core Equity Fund; Class I Shares
86%
3
60
0
1.22%
2.08%
Foreign Large Blend
VWIGX Vanguard World Funds: Vanguard International Growth Fund; Investor Shares
83%
3
60
0
0.45%
1.84%
Foreign Large Blend
LICAX Lord Abbett Securities Trust: Lord Abbett International Core Equity Fund; Class A Shares
54%
3
60
0
1.22%
1.86%
Others
Aggressive Allocation
VASGX Vanguard STAR Funds: Vanguard LifeStrategy Growth Fund; Investor Shares
89%
3
60
0
0.14%
1.97%
Conservative Allocation
VSCGX Vanguard STAR Funds: Vanguard LifeStrategy Conservative Growth Fund; Investor Shares
89%
3
60
0
0.12%
2.84%
Moderate Allocation
VGSTX Vanguard STAR Funds: Vanguard STAR Fund; Investor Shares
84%
3
60
0
0.31%
7.45%
Moderate Allocation
VSMGX Vanguard STAR Funds: Vanguard LifeStrategy Moderate Growth Fund; Investor Shares
83%
3
60
0
0.13%
2.53%
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
PTTAX PIMCO Funds: Total Return Fund; Class A Shares
65%
3
60
0
0.8%
4.84%
US EQUITY
LARGE VALUE
DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
93%
3
60
0
0.52%
4.95%
LARGE BLEND
VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
78%
3
60
0
0.02%
1.36%
SMALL VALUE
VSVIX Munder Series Trust: Munder Veracity Small-Cap Value Fund; Class Y Shares
76%
3
60
0
1.75%
9.54%
Small Growth
WAAEX Wasatch Funds Trust: Wasatch Small Cap Growth Fund; Investor Class Shares
76%
3
60
0
1.06%
0%
LARGE BLEND
ITHAX Hartford Mutual Funds
56%
3
60
0
0.79%
0.31%
LARGE GROWTH
HCAIX Harbor Funds: Harbor Capital Appreciation Fund; Investor Class Shares
46%
3
60
0
0.67%
0%
Average Expense Ratio: 0.67%
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Model Portfolios
Description
The investment options have not been imported yet.
