Investment Options
Total Available Funds:
16
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 International Stock
99%
3
60
0
0.52%
2.46%
WORLD STOCK
RWIEX
American Funds Capital World G/I R4
64%
3
60
0
0.53%
3.77%
Foreign Large Blend
REREX
American Funds EuroPacific Gr R4
56%
3
60
0
0.9%
3.77%
Others
Target Date 2026-2030
SWDRX
Schwab Target 2030 Fund
97%
3
60
0
0.42%
4.55%
Target Date 2036-2040
SWERX
Schwab Target 2040 Fund
97%
3
60
0
0.5%
4.15%
Target Date 2016-2020
SWCRX
Schwab Target 2020 Fund
96%
3
60
0
0.29%
7.21%
Target Date 2000-2010
SWBRX
Schwab Target 2010 Fund
95%
3
60
0
0.26%
4.49%
Target Date 2031-2035
SWIRX
Schwab Target 2035 Fund
71%
3
60
0
0.47%
3.7%
Target Date 2021-2025
SWHRX
Schwab Target 2025 Fund
70%
3
60
0
0.35%
5.39%
Target Date 2011-2015
SWGRX
Schwab Target 2015 Fund
70%
3
60
0
0.28%
6.18%
US EQUITY
Small Growth
PSCZX
Prudential Jennison Small Company Z
93%
3
60
0
0.82%
0.56%
Mid-Cap Growth
TMDIX
TimesSquare Mid Cap Growth Instl
90%
3
60
0
1.18%
4.53%
MID-CAP BLEND
NMPAX
Columbia Mid Cap Index Z
81%
3
60
0
0.2%
8.52%
LARGE BLEND
SWPPX
Schwab S&P 500 Index
78%
3
60
0
0.02%
1.65%
LARGE GROWTH
RGAEX
American Funds Growth Fund of America Class R-4
39%
3
60
0
0.3%
8.41%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIMCO Total Return Instl
97%
3
60
0
0.83%
4.06%
Average Expense Ratio: 0.49%
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Model Portfolios
Description
The investment options have not been imported yet.