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
REREX EuroPacific Growth Fund; Class R-4 Shares
56%
3
60
0
0.9%
3.74%
Others
Target Date 2031-2035
VTTHX VANG TARGET RET 2035
96%
3
60
0
0.08%
2.34%
Target Date 2051+
VTTSX VANG TARGET RET 2060
72%
3
60
0
0.08%
1.77%
Target Date 2036-2040
VFORX VANG TARGET RET 2040
70%
3
60
0
0.08%
2.23%
US EQUITY
LARGE VALUE
AAGPX ABF LG CAP VAL INV
98%
3
60
0
0.94%
1.57%
MID-CAP VALUE
ARTQX ARTISAN MID CAP VAL
91%
3
60
0
1.05%
17.63%
LARGE GROWTH
FDGRX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund
90%
3
60
0
0.79%
4.95%
LARGE BLEND
FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
79%
3
60
0
0.09%
1.79%
LARGE VALUE
AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
78%
3
60
0
0.94%
1.65%
Mid-Cap Growth
MACGX Morgan Stanley Institutional Fund Trust: Mid Cap Growth Portfolio; Class P Shares
61%
3
60
0
1.03%
0%
LARGE BLEND
SRVEX Victory Portfolios: Diversified Stock Fund; Class A Shares
51%
3
60
0
0.78%
10.64%
Small Growth
PSIGX RBB Fund
0%
3
60
0
1.1%
0%
SMALL VALUE
BVDIX WM BLAIR SM CP VAL I
0%
3
60
0
0.89%
0.51%
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
PTRAX PIMCO TOT RETURN ADM
66%
3
60
0
0.8%
4.94%
Average Expense Ratio: 0.69%
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Model Portfolios
Description
The investment options have not been imported yet.
