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Investment Options
| Total Available Funds: |
11 |
- 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 |
VWO |
VWO |
97% |
3 |
60 |
0 |
0.08%
|
3.57%
|
|
| INTERNATIONAL EQUITY |
|
|
|
|
|
|
|
|
| Foreign Large Blend |
EFA |
EFA |
100% |
3 |
60 |
0 |
0.33%
|
3.63%
|
| FOREIGN SMALL/MID GROWTH |
GWX |
GWX |
97% |
3 |
60 |
0 |
0.4%
|
3.2%
|
|
| REAL ESTATE |
|
|
|
|
|
|
|
|
| Global Real Estate |
RWX |
RWX |
98% |
3 |
60 |
0 |
0.59%
|
3.79%
|
| REAL ESTATE |
VNQ |
VNQ |
95% |
3 |
60 |
0 |
0.12%
|
3.9%
|
|
| US EQUITY |
|
|
|
|
|
|
|
|
| LARGE BLEND |
SPY |
SPY |
100% |
3 |
60 |
0 |
0.09%
|
1.24%
|
| SMALL VALUE |
IWN |
IWN |
100% |
3 |
60 |
0 |
0.24%
|
2.03%
|
|
| FIXED INCOME |
|
|
|
|
|
|
|
|
| Intermediate Government |
IEI |
IEI |
98% |
3 |
60 |
0 |
0.15%
|
3.62%
|
| SHORT GOVERNMENT |
SHY |
SHY |
98% |
3 |
60 |
0 |
0.15%
|
3.67%
|
| Inflation-Protected Bond |
TIP |
TIP |
97% |
3 |
60 |
0 |
0.19%
|
3.8%
|
|
| COMMODITIES |
|
|
|
|
|
|
|
|
| COMMODITIES BROAD BASKET |
DBC |
DBC |
94% |
3 |
60 |
0 |
0.85%
|
3.46%
|
|
Average Expense Ratio: 0.29%
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