Investment Options
Total Available Funds: 11
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
WORLD STOCK
TEDIX Franklin Mutual Series Funds: Mutual Global Discovery Fund; Class A Shares
58%
3
60
0
1.45%
1.75%
Foreign Large Blend
REREX EuroPacific Growth Fund; Class R-4 Shares
57%
3
60
0
0.9%
3.74%
WORLD STOCK
OPPAX Oppenheimer Global Fund; Class A Shares
49%
3
60
0
1.31%
0%
Others
Conservative Allocation
NSDCX Nationwide Mutual Funds: Nationwide Investor Destinations Moderately Conservative Fund; Service Class Shares
50%
3
60
0
0.51%
2.67%
Moderate Allocation
RIDEX Income Fund of America; Class R-4 Shares
38%
3
60
0
0.69%
3.68%
FIXED INCOME
Intermediate-Term Bond
FTRBX Federated Total Return Series
90%
3
60
0
0.94%
3.26%
Short-Term Bond
FSFAX Fidelity Advisor Series II: Fidelity Advisor Short Fixed-Income Fund; Class A Shares
0%
3
60
0
0.7%
0%
US EQUITY
Mid-Cap Growth
KAUFX Federated Equity Funds: Federated Kaufmann Fund; Class R Shares
64%
3
60
0
2.51%
1.91%
Mid-Cap Growth
KAUAX Federated Equity Funds: Federated Kaufmann Fund; Class A Shares
49%
3
60
0
2.51%
1.92%
Mid-Cap Growth
NBGNX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Investor Class
24%
3
60
0
0.84%
0%
SMALL VALUE
KDSAX DWS Value Series
0%
3
60
0
1.3%
10.73%
Average Expense Ratio: 1.24%
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Model Portfolios
Description
The investment options have not been imported yet.
