Investment Options
Total Available Funds:
14
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
DODFX
Dodge & Cox Funds: Dodge & Cox International Stock Fund
99%
3
60
0
0.52%
2.33%
Foreign Large Blend
ARTIX
Artisan Partners Funds
91%
3
60
0
0.97%
1.83%
Others
Moderate Allocation
OAKBX
Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
91%
3
60
0
0.83%
2.3%
FIXED INCOME
Intermediate Government
GSGOX
Goldman Sachs Trust: Goldman Sachs Government Income Fund; Class A Shares
38%
3
60
0
1.06%
2.28%
US EQUITY
MID-CAP VALUE
VMVIX
Vanguard Index Funds: Vanguard Mid-Cap Value Index Fund; Investor Class Shares
96%
3
60
0
0.19%
2.11%
SMALL VALUE
CSCZX
Columbia Funds Series Trust I: Columbia Small Cap Value Fund I; Class Z Shares
89%
3
60
0
1.24%
0.68%
SMALL BLEND
LSSCX
Loomis Sayles Funds I: Natixis Loomis Sayles Small Cap Value Fund; Institutional Class
87%
3
60
0
1.4%
0.19%
LARGE VALUE
AADEX
American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
78%
3
60
0
0.94%
1.65%
SMALL VALUE
DFSVX
DFA Investment Dimensions Group Inc: US Small Cap Value Portfolio; Institutional Class Shares
75%
3
60
0
0.52%
3.75%
MID-CAP BLEND
VMCIX
Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Institutional Shares
71%
3
60
0
0.04%
1.5%
LARGE GROWTH
RGAAX
Growth Fund of America
36%
3
60
0
1.43%
0%
SMALL VALUE
PNVRX
Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class R Shares
0%
3
60
0
1.43%
0.94%
LARGE GROWTH
AGRBX
Growth Fund of America
0%
3
60
0
1.43%
0%
LARGE GROWTH
CGFBX
Growth Fund of America
0%
3
60
0
1.53%
0%
Average Expense Ratio: 0.97%
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Model Portfolios
Description
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