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Investment Options
Total Available Funds: 86
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
Emerging Market
DIVERSIFIED EMERGING MKTS
PRMSX T. Rowe Price Emerging Markets Stock
81%
3
60
0
0%
0.7%
Latin America Stock
PRLAX T. Rowe Price Latin America
71%
3
60
0
1.44%
7.79%
DIVERSIFIED EMERGING MKTS
TREMX T. Rowe Price Em Eur & Mediterranean
47%
3
60
0
1.41%
3.04%
DIVERSIFIED EMERGING MKTS
TRAMX T. Rowe Price Africa & Middle East
43%
3
60
0
1.3%
11.05%
Others
Target Date 2036-2040
TRRDX T. Rowe Price Retirement 2040
100%
1
60
0
0.6%
4.71%
Target Date 2026-2030
TRRCX T. Rowe Price Retirement 2030
100%
1
60
0
1.08%
5.91%
Target Date 2016-2020
TRRBX T. Rowe Price Retirement 2020
100%
1
60
0
0.78%
6.23%
Target Date 2011-2015
TRRGX T. Rowe Price Retirement 2015
100%
1
60
0
0.76%
5.87%
Target Date 2000-2010
TRRFX T. Rowe Price Retirement 2005
100%
1
60
0
0.34%
5.7%
Moderate Allocation
PRWCX T. Rowe Price Capital Appreciation
99%
1
60
0
0.98%
15.76%
Target Date 2031-2035
TRRJX T. Rowe Price Retirement 2035
97%
1
60
0
0.84%
4.92%
Target Date 2000-2010
TRRAX T. Rowe Price Retirement 2010
97%
1
60
0
0.99%
6%
Target Date 2021-2025
TRRHX T. Rowe Price Retirement 2025
96%
1
60
0
1.05%
6.16%
Target Date 2041-2045
TRRKX T. Rowe Price Retirement 2045
96%
1
60
0
1.12%
4.11%
Target Date 2050+
TRRNX T. Rowe Price Retirement 2055
93%
1
60
0
1.14%
4.39%
Conservative Allocation
PRSIX T. Rowe Price Personal Strat Income
92%
1
60
0
0.67%
7.31%
Retirement Income
TRRIX T. Rowe Price Retirement Income
91%
1
60
0
0.34%
5.2%
Aggressive Allocation
TRSGX T. Rowe Price Personal Strat Growth
88%
1
60
0
0.76%
7.03%
Moderate Allocation
RPBAX T. Rowe Price Balanced
85%
1
60
0
0.47%
7.63%
Moderate Allocation
TRPBX T. Rowe Price Personal Strat Balanced
83%
1
60
0
0.71%
8.23%
Target Date 2050+
TRRMX T. Rowe Price Retirement 2050
77%
1
60
0
0.63%
4.34%
Health
PRHSX T. Rowe Price Health Sciences
63%
1
60
0
0.8%
13.55%
Natural Resources
PRNEX T. Rowe Price New Era
63%
1
60
0
0.74%
16.51%
Communications
PRMTX T. Rowe Price Media & Telecommunications
62%
1
60
0
0.77%
20.45%
Technology
PRSCX T. Rowe Price Science & Tech
58%
1
60
0
0.84%
13.79%
Technology
PRGTX T. Rowe Price Global Technology
58%
1
60
0
0.95%
0%
Financial
PRISX T. Rowe Price Financial Services
54%
1
60
0
0.98%
13.57%
INTERNATIONAL EQUITY
JAPAN STOCK
PRJPX T. Rowe Price Japan
100%
3
60
0
1.02%
14.84%
Foreign Large Growth
PRITX T. Rowe Price International Stock
100%
3
60
0
1.4%
9.41%
WORLD STOCK
PRGSX T. Rowe Price Global Stock
90%
3
60
0
1.08%
10.25%
FOREIGN SMALL/MID GROWTH
PRIDX T. Rowe Price International Discovery
87%
3
60
0
1.23%
5.26%
Foreign Large Blend
PSILX T. Rowe Price Spectrum International
86%
3
60
0
0.89%
5.86%
Foreign Large Blend
PIEQX T. Rowe Price International Eq Index
85%
3
60
0
0.3%
3.47%
EUROPE STOCK
PRESX T. Rowe Price European Stock
77%
3
60
0
0%
10.15%
Foreign Large Value
TRIGX T. Rowe Price Intl Gr & Inc
76%
3
60
0
0%
3.19%
PACIFIC/ASIA EX-JAPAN STK
PRASX T. Rowe Price New Asia
72%
3
60
0
0.84%
0.74%
WORLD STOCK
RPGEX T. Rowe Price Global Large-Cap Stock
71%
3
60
0
0.69%
11.58%
Foreign Large Blend
TROSX T. Rowe Price Overseas Stock
62%
3
60
0
0.88%
2.3%
WORLD STOCK
TRGFX T. Rowe Price Global Infrastructure
0%
3
60
0
1.1%
2.33%
US EQUITY
LARGE GROWTH
PRGFX T. Rowe Price Growth Stock
100%
1
60
0
0%
13.94%
LARGE GROWTH
TRBCX T. Rowe Price Blue Chip Growth
100%
1
60
0
1.23%
5.83%
LARGE BLEND
PRSGX T. Rowe Price Spectrum Growth
99%
1
60
0
0.73%
14.69%
LARGE BLEND
PRDGX T. Rowe Price Dividend Growth
98%
1
60
0
0.64%
8.23%
LARGE VALUE
TRVLX T. Rowe Price Value
98%
1
60
0
0.57%
8.44%
LARGE VALUE
PRFDX T. Rowe Price Equity Income
97%
1
60
0
1.23%
4.14%
LARGE GROWTH
PRWAX T. Rowe Price New America Growth
90%
1
60
0
1.06%
8.86%
SMALL BLEND
PRSVX T. Rowe Price Small-Cap Value
85%
3
60
0
1.17%
23.31%
LARGE BLEND
PRCOX T. Rowe Price Capital Opportunity
84%
1
60
0
0.82%
1.97%
Small Growth
PRDSX T. Rowe Price Diversified Sm Cap Growth
81%
3
60
0
0.8%
6.83%
Small Growth
PRNHX T. Rowe Price New Horizons
80%
1
60
0
0.79%
11.99%
LARGE BLEND
POMIX T. Rowe Price Total Equity Market Idx
79%
3
60
0
0.21%
3.75%
LARGE GROWTH
PREFX T. Rowe Price Tax-Efficient Equity
79%
12
60
0
0.76%
0%
SMALL BLEND
OTCFX T. Rowe Price Small-Cap Stock
78%
1
60
0
1.17%
7.45%
MID-CAP BLEND
PEXMX T. Rowe Price Extended Equity Market Idx
76%
3
60
0
0.25%
7.82%
Mid-Cap Growth
PRDMX T. Rowe Price Diversified Mid Cap Growth
76%
1
60
0
0.87%
7.62%
LARGE BLEND
PREIX T. Rowe Price Equity Index 500
73%
3
60
0
0.3%
4.19%
LARGE BLEND
TRULX T. Rowe Price US Large-Cap Core
20%
1
60
0
0.58%
15.57%
LARGE BLEND
PRGIX T. Rowe Price Growth & Income
0%
1
60
0
0.64%
2.71%
REAL ESTATE
REAL ESTATE
TRREX T. Rowe Price Real Estate
66%
3
60
0
1.09%
10.13%
Global Real Estate
TRGRX T. Rowe Price Global Real Estate
64%
3
60
0
0.95%
1.82%
FIXED INCOME
WORLD BOND
RPIBX T. Rowe Price International Bond
98%
3
60
0
0.67%
3.32%
High Yield Bond
PRHYX T. Rowe Price High-Yield
94%
1
60
0
1.03%
6.77%
Intermediate-Term Bond
PBDIX T. Rowe Price US Bond Index
93%
3
60
0
0.12%
4.28%
Muni Single State Long
PRVAX T. Rowe Price VA Tax-Free Bond
93%
1
60
0
0.51%
3.44%
Short-Term Bond
PRWBX T. Rowe Price Short-Term Bond
92%
1
60
0
0.46%
4.19%
Intermediate Government
PRTIX T. Rowe Price US Treasury Interm
91%
1
60
0
0.27%
3.73%
Muni National Interm
PRSMX T. Rowe Price Summit Municipal Interm
90%
1
60
0
0.5%
3.3%
Intermediate-Term Bond
PRCIX T. Rowe Price New Income
90%
1
60
0
1.08%
4.48%
Muni Single State Long
GTFBX T. Rowe Price GA Tax-Free Bond
89%
1
60
0
0.56%
3.67%
Muni Single State Long
MDXBX T. Rowe Price MD Tax-Free Bond
88%
1
60
0
0.49%
3.64%
Inflation-Protected Bond
PRIPX T. Rowe Price Inflation Protected Bd
87%
1
60
0
0.38%
4.9%
Emerging Markets Bond
PREMX T. Rowe Price Emerging Markets Bond
86%
3
60
0
0.99%
6.14%
Muni Short
PRFSX T. Rowe Price Tax-Free Shrt-Interm
86%
1
60
0
0.52%
3.03%
Muni New Jersey
NJTFX T. Rowe Price NJ Tax-Free Bond
85%
1
60
0
0.43%
3.46%
Multisector Bond
RPSIX T. Rowe Price Spectrum Income
84%
1
60
0
0.62%
5.7%
High Yield Muni
PRFHX T. Rowe Price Tax-Free High-Yield
83%
1
60
0
0.67%
4.25%
Muni Short
PRMDX T. Rowe Price MD Short-Term Tax-Free
82%
1
60
0
0.53%
2.58%
Muni California Long
PRXCX T. Rowe Price CA Tax-Free Bond
78%
1
60
0
0.53%
3.56%
Long-Term Bond
PRPIX T. Rowe Price Corporate Income
75%
1
60
0
0%
4.78%
LONG GOVERNMENT
PRULX T. Rowe Price US Treasury Long-Term
74%
1
60
0
0.29%
4%
Intermediate Government
PRGMX T. Rowe Price GNMA
74%
1
60
0
0%
3.85%
Muni New York Long
PRNYX T. Rowe Price NY Tax-Free Bond
74%
1
60
0
0.53%
3.72%
Muni National Long
PRTAX T. Rowe Price Tax-Free Income Inv
65%
1
60
0
0.53%
3.9%
Muni National Long
PRINX T. Rowe Price Summit Municipal Income
62%
1
60
0
0.5%
3.83%
Multisector Bond
PRSNX T. Rowe Price Strategic Income
38%
1
60
0
0.93%
4.9%
Intermediate Government
PRSUX T. Rowe Price Summit GNMA
0%
1
60
0
0.64%
3.1%
Average Expense Ratio: 0.72%
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Model Portfolios
The plan consists of 86 funds. It covers 5 major asset classes and 55 minor asset classes. The major asset classes it covers are Emerging Market Equity, US Equity, Fixed Income, Foreign Equity and REITs.
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Model portfolios: built from available
funds in this plan using strategic and tactical asset
allocation. Their risk is moderate (risk profile 40)Strategic
Asset Allocation :Tactical
Asset Allocation : Dynamic Asset MixRisk Profile
fixed income target allocation percentage (ex. 40 means 40% in
fixed income at least).Customize: Input your own risk profile
and generate a new portfolioFollow: Simply follow the existing
model portfolios, receive monthly re-balance emails.Manage: Mirror model portfolio
holdings and manage your accounts yourself.
