rf & epic 401k model portfolios - rebel...
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rF & Epic 401k Model PortfoliosrF Aggressive Model Portfolio
Fund Name Fund Ticker Symbol % Allocation1 TIAA-CREF Large-Cap Value Idx Retire TRCVX 132 Dodge & Cox Stock DODGX 12
3 Franklin Growth Adv FCGAX 134 Vanguard Mid-Cap Growth Index Admiral VMGMX 115 DFA US Small Cap Value I DFSVX 116 American Beacon Intl Equity Instl AAIEX 77 DFA International Large Cap Growth Instl DILRX 68 DFA Emerging Markets Core Equity I DFCEX 79 DFA Emerging Markets Small Cap I DEMSX 5
10 Morgan Stanley Inst Frontier Em Mkts I MFMIX 511 Vanguard Short-Term Bond Index Adm VBIRX 512 Franklin Strategic Income R6 FGKNX 5
Total= 100
rF Moderately Aggressive Model PortfolioFund Name Fund Ticker Symbol % Allocation
1 TIAA-CREF Large-Cap Value Idx Retire TRCVX 102 Dodge & Cox Stock DODGX 10
3 Franklin Growth Adv FCGAX 104 Vanguard Mid-Cap Growth Index Admiral VMGMX 85 DFA US Small Cap Value I DFSVX 86 American Beacon Intl Equity Instl AAIEX 67 DFA International Large Cap Growth Instl DILRX 58 DFA Emerging Markets Core Equity I DFCEX 59 DFA Emerging Markets Small Cap I DEMSX 4
10 Morgan Stanley Inst Frontier Em Mkts I MFMIX 411 PIMCO Total Return P PTTPX 1012 Vanguard Short-Term Bond Index Adm VBIRX 1013 Franklin Strategic Income R6 FGKNX 10
Total= 100
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rF & Epic 401k Model PortfoliosrF Moderate Model Portfolio
Fund Name Fund Ticker Symbol % Allocation1 TIAA-CREF Large-Cap Value Idx Retire TRCVX 72 Dodge & Cox Stock DODGX 6
3 Franklin Growth Adv FCGAX 74 Vanguard Mid-Cap Growth Index Admiral VMGMX 65 DFA US Small Cap Value I DFSVX 66 American Beacon Intl Equity Instl AAIEX 57 DFA International Large Cap Growth Instl DILRX 58 DFA Emerging Markets Core Equity I DFCEX 49 DFA Emerging Markets Small Cap I DEMSX 4
10 PIMCO Total Return P PTTPX 1511 Vanguard Short-Term Bond Index Adm VBIRX 1512 Franklin Strategic Income R6 FGKNX 20
Total= 100
rF Moderately Conservative Model PortfolioFund Name Fund Ticker Symbol % Allocation
1 TIAA-CREF Large-Cap Value Idx Retire TRCVX 62 Dodge & Cox Stock DODGX 5
3 Franklin Growth Adv FCGAX 64 Vanguard Mid-Cap Growth Index Admiral VMGMX 55 DFA US Small Cap Value I DFSVX 46 American Beacon Intl Equity Instl AAIEX 47 DFA International Large Cap Growth Instl DILRX 48 DFA Emerging Markets Core Equity I DFCEX 39 DFA Emerging Markets Small Cap I DEMSX 3
10 PIMCO Total Return P PTTPX 2011 Vanguard Short-Term Bond Index Adm VBIRX 2012 Franklin Strategic Income R6 FGKNX 20
Total= 100
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rF & Epic 401k Model PortfoliosrF Conservative Model Portfolio
Fund Name Fund Ticker Symbol % Allocation1 TIAA-CREF Large-Cap Value Idx Retire TRCVX 42 Dodge & Cox Stock DODGX 4
3 Franklin Growth Adv FCGAX 44 Vanguard Mid-Cap Growth Index Admiral VMGMX 35 DFA US Small Cap Value I DFSVX 36 American Beacon Intl Equity Instl AAIEX 47 DFA International Large Cap Growth Instl DILRX 48 DFA Emerging Markets Core Equity I DFCEX 49 PIMCO Total Return P PTTPX 20
10 Vanguard Short-Term Bond Index Adm VBIRX 2011 PIMCO Income P PONPX 1512 Franklin Strategic Income R6 FGKNX 15
Total= 100