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
Emerging Market
DIVERSIFIED EMERGING MKTS
DFCEX
DFA Investment Dimensions Group Inc: Emerging Markets Core Equity Portfolio; Institutional Class Shares
92%
3
60
0
0.4%
3.62%
INTERNATIONAL EQUITY
Foreign Large Blend
VWIGX
Vanguard World Funds: Vanguard International Growth Fund; Investor Shares
45%
3
60
0
0.45%
1.84%
Foreign Small/Mid Value
DISVX
DFA Investment Dimensions Group Inc: DFA International Small Cap Value Portfolio; Institutional Class Shares
4%
3
60
0
0.43%
3.75%
Foreign Large Value
DFVFX
Dimensional Investment Group Inc: DFA International Value Portfolio IV; Institutional Class Shares
0%
3
60
0
0.28%
0%
FIXED INCOME
Intermediate Government
CPTNX
American Century Government Income Trust: Government Bond Fund; Investor Class Shares
47%
3
60
0
0.36%
3.7%
US EQUITY
LARGE VALUE
PRFDX
T Rowe Price Equity Income Fund
59%
3
60
0
1.23%
1.94%
LARGE GROWTH
AGTHX
Growth Fund of America
47%
3
60
0
0.3%
0%
MID-CAP VALUE
VMVIX
Vanguard Index Funds: Vanguard Mid-Cap Value Index Fund; Investor Class Shares
45%
3
60
0
0.19%
2.11%
LARGE VALUE
PNEAX
Allianz Funds: AllianzGI NFJ Dividend Value Fund; Class A Shares
16%
3
60
0
1.72%
16.31%
SMALL VALUE
DFTPX
DFA Investment Dimensions Group Inc: US Targeted Value Portfolio; Class R2 Shares
0%
3
60
0
0.39%
0.31%
Average Expense Ratio: 0.57%
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Related Retirement Plans
Model Portfolios
Description
The investment options have not been imported yet.