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Investment Options
| Total Available Funds: |
29 |
- 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 |
DGS |
dgs |
98% |
3 |
60 |
0 |
0.58%
|
3.9%
|
| DIVERSIFIED EMERGING MKTS |
VWO |
vwo |
97% |
3 |
60 |
0 |
0.08%
|
3.57%
|
|
| Others |
|
|
|
|
|
|
|
|
| Industrials |
EXI |
exi |
91% |
3 |
60 |
0 |
0.42%
|
1.43%
|
| Health |
IXJ |
ixj |
87% |
3 |
60 |
0 |
0.42%
|
1.58%
|
| Communications |
IXP |
ixp |
87% |
3 |
60 |
0 |
0.42%
|
3.38%
|
| Natural Resources |
MXI |
mxi |
84% |
3 |
60 |
0 |
0.41%
|
1.04%
|
| Consumer Discretionary |
VCR |
vcr |
81% |
3 |
60 |
0 |
0.1%
|
0.82%
|
| Consumer Staples |
VDC |
vdc |
81% |
3 |
60 |
0 |
0.1%
|
2.19%
|
| Technology |
VGT |
vgt |
80% |
3 |
60 |
0 |
0.1%
|
0.49%
|
|
| INTERNATIONAL EQUITY |
|
|
|
|
|
|
|
|
| Foreign Large Blend |
VEA |
vea |
97% |
3 |
60 |
0 |
0.05%
|
3.35%
|
| Foreign Large Blend |
VEU |
veu |
97% |
3 |
60 |
0 |
0.08%
|
3.32%
|
| FOREIGN SMALL/MID GROWTH |
VSS |
vss |
41% |
3 |
60 |
0 |
0.07%
|
3.74%
|
|
| US EQUITY |
|
|
|
|
|
|
|
|
| LARGE VALUE |
VTV |
vtv |
100% |
3 |
60 |
0 |
0.05%
|
2.32%
|
| LARGE GROWTH |
VUG |
vug |
99% |
3 |
60 |
0 |
0.04%
|
0.48%
|
| SMALL BLEND |
IJR |
ijr |
97% |
3 |
60 |
0 |
0.06%
|
1.5%
|
| LARGE BLEND |
VTI |
vti |
96% |
3 |
60 |
0 |
0.03%
|
1.29%
|
| SMALL BLEND |
VB |
vb |
96% |
3 |
60 |
0 |
0.03%
|
1.52%
|
| MID-CAP BLEND |
IJH |
ijh |
95% |
3 |
60 |
0 |
0.05%
|
1.47%
|
| LARGE BLEND |
IVV |
ivv |
93% |
3 |
60 |
0 |
0.03%
|
1.35%
|
| LARGE BLEND |
VIG |
vig |
93% |
3 |
60 |
0 |
0.08%
|
1.73%
|
|
| REAL ESTATE |
|
|
|
|
|
|
|
|
| REAL ESTATE |
VNQ |
vnq |
95% |
3 |
60 |
0 |
0.12%
|
3.9%
|
|
| FIXED INCOME |
|
|
|
|
|
|
|
|
| Intermediate-Term Bond |
BND |
bnd |
99% |
3 |
60 |
0 |
0.15%
|
3.99%
|
| Inflation-Protected Bond |
TIP |
tip |
97% |
3 |
60 |
0 |
0.19%
|
3.8%
|
| High Yield Bond |
JNK |
jnk |
93% |
3 |
60 |
0 |
0.4%
|
6.65%
|
| Emerging Markets Bond |
ELD |
eld |
74% |
3 |
60 |
0 |
0.55%
|
6.06%
|
| Long-Term Bond |
LQD |
lqd |
64% |
3 |
60 |
0 |
0.14%
|
4.61%
|
|
| COMMODITIES |
|
|
|
|
|
|
|
|
| COMMODITIES BROAD BASKET |
DBC |
dbc |
94% |
3 |
60 |
0 |
0.85%
|
3.46%
|
| Commodities Precious Metals |
IAU |
iau |
79% |
3 |
60 |
0 |
0.25%
|
0%
|
| COMMODITIES BROAD BASKET |
usci |
usci |
0% |
3 |
60 |
0 |
NA
|
NA
|
|
Average Expense Ratio: 0.24%
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