Investment Options
Total Available Funds: 10
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
BREAX BlackRock Funds: BlackRock International Opportunities Portfolio; Investor A Shares
60%
3
60
0
0.9%
1.68%
Others
Target Date 2046-2050
JTSSX JPMorgan Trust I: JPMorgan SmartRetirement 2050 Fund; Select Class Shares
91%
3
60
0
0.67%
1.44%
Target Date 2031-2035
SRJSX JPMorgan Trust I: JPMorgan SmartRetirement 2035 Fund; Select Class Shares
72%
3
60
0
0.51%
1.71%
FIXED INCOME
Intermediate-Term Bond
PTTAX PIMCO Funds: Total Return Fund; Class A Shares
65%
3
60
0
0.8%
4.84%
US EQUITY
LARGE VALUE
EHSTX Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class A Shares
48%
3
60
0
1.27%
2.98%
Mid-Cap Growth
LACAX Columbia Acorn Trust: Columbia Acorn Fund; Class A Shares
46%
3
60
0
1.83%
0%
Mid-Cap Growth
FRSLX Nuveen Investment Funds
39%
3
60
0
0.92%
0%
LARGE GROWTH
TADAX Transamerica Funds: Transamerica Diversified Equity; Class A Shares
25%
3
60
0
0.69%
3.29%
MID-CAP VALUE
DVMVX Transamerica Partners Funds Group: Transamerica Partners Mid Value
0%
3
60
0
1.25%
3.94%
LARGE BLEND
DISFX Transamerica Partners Funds Group II: Transamerica Partners Institutional Stock Index
0%
3
60
0
0.3%
1.11%
Average Expense Ratio: 0.91%
Sign up to get fund ranking change alerts
Model Portfolios
Description
The investment options have not been imported yet.
