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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
REAL ESTATE
REAL ESTATE
VGRSX
VGRSX
0%
3
60
0
0.1%
4%
INTERNATIONAL EQUITY
Foreign Large Blend
VWIGX
VWIGX
82%
3
60
0
0.45%
8.82%
Others
Moderate Allocation
VBASX
VBASX
0%
3
60
0
0.1%
2.02%
FIXED INCOME
SHORT GOVERNMENT
VSGBX
VSGBX
95%
3
60
0
0.1%
3.22%
Long-Term Bond
VWESX
VWESX
83%
3
60
0
0.22%
4.49%
Intermediate-Term Bond
VBTSX
VBTSX
0%
3
60
0
0.1%
2.71%
US EQUITY
SMALL VALUE
VISVX
VISVX
100%
3
60
0
0.06%
1.66%
LARGE VALUE
VWNFX
VWNFX
99%
3
60
0
0.26%
9.91%
Mid-Cap Growth
VMGIX
VMGIX
98%
3
60
0
0.19%
0.49%
MID-CAP VALUE
VASVX
VASVX
84%
3
60
0
0.43%
13.27%
Small Growth
VEXPX
VEXPX
76%
3
60
0
0.45%
6.54%
SMALL BLEND
VSISX
VSISX
0%
3
60
0
0.16%
1.34%
MID-CAP BLEND
VMISX
VMISX
0%
3
60
0
0.1%
1.21%
LARGE GROWTH
VMRGX
VMRGX
0%
3
60
0
0.42%
0%
LARGE BLEND
VTSSX
VTSSX
0%
3
60
0
0.06%
1.97%
LARGE BLEND
VIFSX
VIFSX
0%
3
60
0
0.05%
2.09%
Average Expense Ratio: 0.2%
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