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
FDVAX Fidelity Advisor Series VIII: Fidelity Advisor Diversified International Fund; Class A Shares
69%
3
60
0
0.91%
4.17%
Foreign Large Blend
FADIX Fidelity Advisor Series VIII: Fidelity Advisor Diversified International Fund; Class T Shares
60%
3
60
0
0.91%
3.95%
Foreign Large Value
nivlx Columbia Funds Series Trust: Columbia International Value Fund; Class A Shares
0%
3
60
0
NA
NA
Others
Financial
FAFDX Fidelity Advisor Series VII: Fidelity Advisor Financial Services Fund; Class A Shares
65%
3
60
0
1.28%
0%
Target Date 2000-2010
FFAVX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2005 Fund; Class A Shares
10%
3
60
0
1.47%
3.15%
FIXED INCOME
Inflation-Protected Bond
BPRAX BlackRock Funds II: BlackRock Inflation Protected Bond Portfolio; Investor A Shares
25%
3
60
0
0.56%
2.6%
US EQUITY
LARGE VALUE
LBSAX Columbia Funds Series Trust I: Columbia Dividend Income Fund; Class A Shares
84%
3
60
0
1.16%
4.76%
SMALL VALUE
CSCZX Columbia Funds Series Trust I: Columbia Small Cap Value Fund I; Class Z Shares
83%
3
60
0
1.24%
0.68%
SMALL VALUE
CSMIX Columbia Funds Series Trust I: Columbia Small Cap Value Fund I; Class A Shares
81%
3
60
0
0.86%
7.79%
MID-CAP VALUE
BMCAX BlackRock Funds: BlackRock Flexible Equity Fund; Investor A Shares
73%
3
60
0
0.87%
0.8%
LARGE GROWTH
NFEAX Columbia Funds Series Trust: Columbia Marsico Focused Equities Fund; Class A Shares
24%
3
60
0
0.8%
0%
LARGE VALUE
pneax Allianz Funds: AllianzGI NFJ Dividend Value Fund; Class A Shares
0%
3
60
0
NA
NA
MID-CAP VALUE
mdrfx BlackRock Mid Cap Value Opportunities Series
0%
3
60
0
NA
NA
Average Expense Ratio: 1.07%
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Model Portfolios
Description
The investment options have not been imported yet.
