List of Funds

Target Date Model Portfolios

• Elite Choice Income
• Elite Choice 2010
• Elite Choice 2015
• Elite Choice 2020
• Elite Choice 2025
• Elite Choice 2030
• Elite Choice 2035
• Elite Choice 2040
• Elite Choice 2045
• Elite Choice 2050

Funds for Self-Directed Portfolio Allocations

• American Funds Cash Management Trust R3 (RKCXX)
• American Funds Intermediate Bond Fund R3 (RBOCX)
• American Funds Bond Fund of America R3 (RBFCX)
• American Funds High-Income Trust R3 (RITCX)
• American Funds American Balanced R3 (RLBCX)
• American Funds Fundamental Investors R3 (RFNCX)
• American Funds Growth Fund of America R3 (RGACX)
• American Funds EuroPacific Growth R3 (RERCX)
• American Funds Capital Income Builder R3 (RIRCX)
• American Funds Capital World Gr & Inc R3 (RWICX)
• American Funds New World R3 (RNWCX)
• AIM Trimark Endeavor R (ATDRX)
• American Century Small Company R (ASCRX)
• Alger Small Cap Growth Instl R (ASIRX)
• AIM Real Estate R (IARRX)
• AllianceBernstein Intl Value R (AIVRX)
• Columbia Mid Cap Value R (CMVRX)
• Davis NY Venture R (NYVRX)
• Eaton Vance Large Cap Value R (ERSTX)
• Federated Kaufmann K (KAUFX)
• Franklin Income R (FISRX)
• Franklin Small Cap Value R (FVFRX)
• Ivy Science & Tech R (WSTRX)
• Ivy Global Natural Resources R (IGNRX)
• Vanguard 500 Index (VFINX)
• Vanguard Balanced Index (VBINX)
• Vanguard Value Index (VIVAX)
• Vanguard Large Cap Index (VLACX)
• Vanguard Total Stock Market Index (VTSMX)
• Vanguard Long Term Bond Index (VBLTX)
• Vanguard Total Bond Market Index (VBMFX)
• Vanguard FTSE Social Index (VFTSX)
• Vanguard Growth Index (VIGRX)
• Vanguard Extended Market Index (VEXMX)
• Vanguard Mid Cap Index (VIMSX)
• Vanguard Short Term Bond Index (VBISX)
• Vanguard Small Cap Value Index (VISVX)
• Vanguard Small Cap Index (NAESX)
• Vanguard Small Cap Growth Index (VISGX)
• Vanguard REIT Index (VGSIX)