Investment Options
Total Available Funds:
13
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
FDIVX
Fidelity Investment Trust: Fidelity Diversified International Fund
98%
3
60
0
0.65%
1.59%
Others
Target Date 2026-2030
JSMIX
JPMorgan Trust I: JPMorgan SmartRetirement 2030 Fund; Institutional Class Shares
79%
3
60
0
0.64%
2.16%
Target Date 2016-2020
JTTIX
JPMorgan Trust I: JPMorgan SmartRetirement 2020 Fund; Institutional Class Shares
74%
3
60
0
0.62%
2.8%
Target Date 2000-2010
JSWIX
JPMorgan Trust I: JPMorgan SmartRetirement 2010 Fund; Institutional Class Shares
0%
3
60
0
0.61%
2.66%
Target Date 2011-2015
JSFIX
JPMorgan Trust I: JPMorgan SmartRetirement 2015 Fund; Institutional Class Shares
0%
3
60
0
0.66%
0%
US EQUITY
LARGE GROWTH
MSEQX
Morgan Stanley Institutional Fund
85%
3
60
0
0.89%
0%
Small Growth
MSSGX
Morgan Stanley Institutional Fund
70%
3
60
0
2.1%
0%
LARGE GROWTH
AGTHX
Growth Fund of America
41%
3
60
0
0.3%
0%
LARGE VALUE
JVOIX
JPMorgan Value Opportunities Fund
0%
3
60
0
0.65%
0.53%
SMALL BLEND
SSMVX
Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Investor Class Shares
0%
3
60
0
1.35%
0%
LARGE VALUE
JVOAX
JPMorgan Value Opportunities Fund
0%
3
60
0
0.95%
0.9%
FIXED INCOME
Intermediate-Term Bond
VBMFX
Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
100%
3
60
0
0.15%
3.15%
Intermediate-Term Bond
WACPX
Western Asset Funds
78%
3
60
0
0.82%
4.45%
Average Expense Ratio: 0.8%
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Model Portfolios
Description
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