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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 |
| Emerging Market |
|
|
|
|
|
|
|
|
| DIVERSIFIED EMERGING MKTS |
DFEMX |
DFA Emerging Markets I |
90% |
3 |
60 |
0 |
0.61%
|
2.85%
|
|
| INTERNATIONAL EQUITY |
|
|
|
|
|
|
|
|
| Foreign Large Blend |
DFALX |
DFA Large Cap International I |
88% |
3 |
60 |
0 |
0.17%
|
3.37%
|
| Foreign Large Blend |
FSIIX |
Fidelity Spartan International Index Inv |
86% |
3 |
60 |
0 |
0.17%
|
3.03%
|
| Foreign Large Value |
DFIVX |
DFA Intl Value I |
79% |
3 |
60 |
0 |
0.52%
|
4.93%
|
|
| US EQUITY |
|
|
|
|
|
|
|
|
| Small Growth |
VISGX |
Vanguard Small Cap Growth Index Inv |
100% |
3 |
60 |
0 |
0.07%
|
0.46%
|
| LARGE VALUE |
DFLVX |
DFA US Large Cap Value I |
77% |
3 |
60 |
0 |
0.21%
|
1.93%
|
| SMALL VALUE |
DFSVX |
DFA US Small Cap Value I |
74% |
3 |
60 |
0 |
0.52%
|
2%
|
| SMALL BLEND |
VSISX |
Vanguard Small Cap Index Signal |
0% |
3 |
60 |
0 |
0.16%
|
1.34%
|
| MID-CAP BLEND |
VMISX |
Vanguard Mid Capitalization Index Signal |
0% |
3 |
60 |
0 |
0.1%
|
1.21%
|
| LARGE BLEND |
VIFSX |
Vanguard 500 Index Signal |
0% |
3 |
60 |
0 |
0.05%
|
2.09%
|
| LARGE GROWTH |
VIGSX |
Vanguard Growth Index Signal |
0% |
3 |
60 |
0 |
0.1%
|
1.35%
|
|
| REAL ESTATE |
|
|
|
|
|
|
|
|
| REAL ESTATE |
DFREX |
DFA Real Estate Securities I |
72% |
3 |
60 |
0 |
0.18%
|
2.8%
|
|
| FIXED INCOME |
|
|
|
|
|
|
|
|
| Intermediate-Term Bond |
PTTRX |
PIMCO Total Return Instl |
96% |
3 |
60 |
0 |
0.83%
|
4.63%
|
| Intermediate Government |
DFIGX |
DFA Intermediate Govt Fixed-Income I |
90% |
3 |
60 |
0 |
0.11%
|
2.4%
|
| Intermediate-Term Bond |
VBTSX |
Vanguard Total Bond Market Index Signal |
0% |
3 |
60 |
0 |
0.1%
|
2.71%
|
|
Average Expense Ratio: 0.26%
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