Investment Options
Total Available Funds: 15
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
FREAX Nuveen Real Estate Secs A
54%
3
60
0
0.97%
8.3%
INTERNATIONAL EQUITY
Foreign Large Blend
HAINX Harbor International Instl
99%
3
60
0
1.02%
3.34%
WORLD STOCK
RWIEX American Funds Capital World G/I R4
64%
3
60
0
0.53%
3.48%
FIXED INCOME
Intermediate-Term Bond
PTTAX PIMCO Total Return A
65%
3
60
0
0.8%
3.76%
US EQUITY
LARGE VALUE
AAGPX American Beacon Lg Cap Value Inv
98%
3
60
0
0.94%
5.32%
SMALL BLEND
RYTFX Royce Total Return Svc
93%
3
60
0
1.95%
9.19%
MID-CAP VALUE
GCMAX Goldman Sachs Mid Cap Value A
93%
3
60
0
1.18%
4.46%
LARGE GROWTH
PRWAX T. Rowe Price New America Growth
90%
3
60
0
1.06%
4.54%
LARGE GROWTH
NBSTX Neuberger Berman Socially Resp Tr
80%
3
60
0
1.3%
8.56%
LARGE BLEND
SWPPX Schwab S&P 500 Index
79%
3
60
0
0.02%
1.31%
SMALL VALUE
HRVIX Heartland Value Plus
64%
3
60
0
1.01%
2.23%
Mid-Cap Growth
PEEAX Prudential Jennison Mid Cap Growth
55%
3
60
0
1.08%
4.35%
Small Growth
SASMX Legg Mason ClearBridge Small Cap Gr
48%
3
60
0
0.9%
0.44%
SMALL BLEND
VSISX Vanguard Small Cap Index Signal
0%
3
60
0
0.16%
1.67%
MID-CAP BLEND
VMISX Vanguard Mid Cap Index Signal
0%
3
60
0
0.1%
1.26%
Average Expense Ratio: 0.87%
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Model Portfolios
Description
The investment options have not been imported yet.
