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 Blend
BREAX
BlackRock Funds: BlackRock International Opportunities Portfolio; Investor A Shares
60%
3
60
0
0.9%
1.8%
Others
Moderate Allocation
JABRX
Janus Investment Fund: Janus Balanced Fund; Class S Shares
22%
3
60
0
0.7%
1.77%
FIXED INCOME
Multisector Bond
FSTAX
Fidelity Advisor Series II: Fidelity Advisor Strategic Income Fund; Class A Shares
67%
3
60
0
0.97%
4.28%
US EQUITY
MID-CAP BLEND
FLVIX
Fidelity Advisor Series I: Fidelity Advisor Leveraged Company Stock Fund; Institutional Shares
86%
3
60
0
0.66%
4.38%
LARGE BLEND
NINDX
Columbia Funds Series Trust: Columbia Large Cap Index Fund; Class Z Shares
76%
3
60
0
0.45%
8.87%
LARGE VALUE
MDDVX
BlackRock Equity Dividend Fund; Investor A Shares
57%
3
60
0
1%
7%
LARGE GROWTH
FNIAX
Fidelity Contrafund: Fidelity Advisor New Insight Fund; Class A Shares
48%
3
60
0
0.7%
5.95%
Mid-Cap Growth
LACAX
Columbia Acorn Trust: Columbia Acorn Fund; Class A Shares
46%
3
60
0
1.83%
0%
SMALL VALUE
ESPAX
Wells Fargo Funds Trust: Wells Fargo Advantage Special Small Cap Value Fund; Class A Shares
44%
3
60
0
1.16%
2.27%
LARGE GROWTH
NMTAX
Columbia Funds Series Trust: Columbia Marsico 21st Century Fund; Class A Shares
0%
3
60
0
1.31%
0%
Average Expense Ratio: 0.97%
Sign up to get fund ranking change alerts
Model Portfolios
Description
The investment options have not been imported yet.