Our model portfolios
consist of appropriately calculated proportions of the mutual funds
listed below. All have been vetted and are continually monitored in
terms of expense, performance, consistency, third party research, and
other pertinent factors. Should an event occur that warrants change, we
will inform all participants. But participants will not need to do
anything - the changes made by us at the model level flow through to all
participants.
Click on the ticker to
review a Morningstar fund snapshot.
|
Name |
Ticker |
Type |
Expense Ratio |
Morningstar Rating |
|
Jennison Blend Z |
PEQZX |
Large Cap Growth |
0.64% |
4 |
|
RiverSource Diversified Equity |
IDQYX |
Large Cap Value |
0.89% |
5 |
|
American Century Heritage Inv |
TWHIX |
Mid Cap Growth |
1.00% |
5 |
|
RiverSource Mid Cap Value |
RMCVX |
Mid Cap Value |
1.10% |
5 |
|
UMB Scout Small Cap |
UMBHX |
Small Cap Growth |
1.02% |
4 |
|
Columbia Small Cap Value |
CSCZX |
Small Cap Value |
1.04% |
4 |
|
AllianceBernstein International Growth |
AWPYX |
International Growth |
0.97% |
5 |
|
Dodge & Cox International Stock |
DODFX |
International Value |
0.65% |
4 |
|
DWS Short Duration Plus |
DBPIX |
Short Bond |
0.73% |
5 |
|
Harbor Bond Institutional |
HABDX |
Intermediate Bond |
0.56% |
5 |