width=”51″>500
Foreign Stock
Fund Name |
Ticker Symbol |
3-Year Return |
5-Year Return |
Expense Ratio |
Minimum Initial Investment |
Website |
Sector |
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Hartford Global Comm HLS IB | HBGCX | 0.247 | 0.285 | 0.0089 | 0 | institutional. hartfordlife.com |
Alpine International Real Estate | EGLRX | 33 | 27.6 | 1.17 | 1000 | www.alpine cef.com |
Matthews Asian Technology | MATFX | 20.1 | 19.5 | 1.39 | 2500 | www.matthews funds.com |
Buffalo Science & Technology | BUFTX | 11.7 | 17.4 | 1.03 | 2500 | www.buffalo funds.com |
Schwab Health Care | SWHFX | 15.4 | 17.3 | 0.84 | 100 | www.schwab.com |
T. Rowe Price Health Sciences | PRHSX | 12.1 | 14.8 | 0.87 | 2500 | www.trowe price.com |
VALIC I Health Sciences | VCHSX | 11.2 | 14.1 | 1.16 | 0 | www.aig valic.com |
JHT Health Sciences Trust Ser I | JEHSX | 11.1 | 13.9 | 1.16 | 0 | www.jhfunds.com |
JHT Financial Services Trust Ser I | JEFSX | 14.8 | 13.4 | 0.91 | 0 | www.jh annuities. com |
Core Bond |
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Managers Bond | MGFIX | 5.6 | 6.6 | 0.99 | 2000 | www.managers invest.com |
American Funds Bond Fund of Amer F | BFAFX | 4.9 | 6.5 | 0.6 | 250 | www.american funds.com |
Westcore Plus Bond | WTIBX | 4.8 | 6.1 | 0.55 | 2500 | www.westcore.com |
Baird Core Plus Bond Inv | BCOSX | 5.1 | 5.9 | 0.55 | 2500 | www.rwbaird.com |
Wells Fargo Advantage Corp. Bond Adv | SCBDX | 4.1 | 5.7 | 1 | 1000 | www.wellsfargo advantage funds.com |
Oppenheimer Core Bond Y | OPBYX | 4.6 | 5.6 | 0.55 | 1000 | www.oppen heimer funds.com |
Thompson Plumb Bond | THOPX | 3.3 | 5.6 | 0.72 | 2500 | www.thompson plumb.com |
Baird Aggregate Bond Inv | BAGSX | 4.3 | 5.1 | 0.55 | 2500 | www.rwbaird.com |
Dodge & Cox Income | DODIX | 4.1 | 4.9 | 0.44 | 2500 | www.dodg eand cox.com |
Analytic Short-Term Govt Inc Instl | ANSTX | 4.2 | 4.4 | 0.6 | 2500 | www.an investor.com |
Sp |
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Fidelity Advisor High Income Advantage I | FAHCX | 13.1 | 18.6 | 0.81 | 2500 | advisor.fidelity.com |
Fidelity Capital & Income | FAGIX | 12 | 17.1 | 0.75 | 2500 | www.fidelity.com |
Loomis Sayles Bond Ret | LSBRX | 10.5 | 13.2 | 1 | 2500 | www.ixis advisor funds.com |
American Funds American Hi Inc Tr F | AHTFX | 9.3 | 12.6 | 0.68 | 250 | www.american funds.com |
Oppenheimer Strat Income Y | OSIYX | 8.8 | 10.2 | 0.58 | 0 | www.oppen heimer funds.com |
American Funds Capital World Bd F | WBFFX | 6.5 | 9 | 0.89 | 250 | www.american funds.com |
Domestic Equity Index |
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DFA U.S. Large Cap Value II | DFCVX | 17.4 | 14.5 | 0.16 | 0 | www.dfaus.com |
Schwab MarketTrack All Equity | SWEGX | 14.7 | 12.8 | 0.5 | 100 | www.schwab.com |
T. Rowe Price Total Equity Market Idx | POMIX | 12.6 | 11.7 | 0.4 | 2500 | www.trowe price.com |
Schwab Total Stock Market Index Inv | SWTIX | 12.4 | 11.6 | 0.53 | 100 | www.schwab.com |
Vantagepoint Broad Market Index I | VPMIX | 12.3 | 11.5 | 0.44 | 0 | www.icmarc.org |
TIAA-CREF Instl Equity Index Instl | TIEIX | 12.3 | 11.4 | 0.08 | 0 | www.tiaa-cref.org |
Schwab 1000 Index Inv | SNXFX | 12 | 10.9 | 0.49 | 100 | www.schwab.com |
Schwab Instl Select S&P 500 | ISLCX | 11.7 | 10.6 | 0.1 | 100 | www.schwab. com |
GE Instl S&P 500 Index Inv | GIDIX | 11.5 | 10.5 | 0.15 | 0 | www.geam.com |
Columbia Large Cap Index Z | NINDX | 11.5 | 10.5 | 0.14 | 0 | www.columbia funds.com |
International Equity Index | Â | Â | Â | Â | Â | Â |
DFA Intl Value II | DIVTX | 27.5 | 23.4 | 0.27 | 0 | www.dfaus.com |
STI Classic Intl Equity Index A | SIIIX | 22 | 17.4 | 0.91 | 2000 | www.sti classic funds.com |
T. Rowe Price International Eq Index | PIEQX | 21.9 | 17.3 | 0.5 | 2500 | www.trowe price.com |
Bond Index |
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Schwab Total Bond Market | SWLBX | 4.2 | 4.6 | 0.53 | 100 | www.schwab.com |
Columbia U.S. Treasury Index Z | IUTIX | 3.2 | 3.7 | 0.38 | 2500 | www.columbia funds.com |
Schwab Short-Term Bond Market | SWBDX | 3.3 | 3.6 | 0.55 | 100 | www.schwab.com |
ETFs–U.S. Diversified |
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iShares Russell Midcap Value Index | IWS | 19.1 | n/a | 0.25 | n/a | www.ishares.com |
iShares Dow Jones US Basic Materials | IYM | 18 | n/a | 0.48 | n/a | www.ishares.com |
Materials Select Sector SPDR | XLB | 17.3 | n/a | 0.24 | n/a | www.spdr index. com |
iShares NYSE Composite Index | NYC | 16.6 | n/a | 0.25 | n/a | www.ishares. com |
Rydex S&P Equal Weight | RSP | 14 | n/a | 0.4 | n/a | www.rydex funds.com |