Fund Name (Ticker)StyleAnnual Expenses (% of assets)Total Return %: 2017Total Return %: 5 Years
Dodge & Cox Stock (DODGX)Large-cap: value0.520.5215.5%15.516.4%16.4
Schwab Fundamental U.S. Large Company Index (SFLNX)Large-cap: value0.250.2514.9%14.914.7%14.7
Vanguard Value Index (VIVAX)Large-cap: value0.180.1815.3%15.315.3%15.3
Sound Shore (SSHFX)Large-cap: value0.910.9115.1%15.115.4%15.4
Primecap Odyssey Growth (POGRX)Large-cap: growth0.660.6631.5%31.519.5%19.5
T. Rowe Price Blue Chip Growth (TRBCX)Large-cap: growth0.720.7236.5%36.518.9%18.9
Vanguard Mid-Cap Value Index (VMVIX)Midcap: value0.190.1914.8%14.815.8%15.8
Vanguard Mid-Cap Growth Index (VMGIX)Midcap: growth0.190.1921.8%21.814.5%14.5
T. Rowe Price Diversified Mid Cap Growth (PRDMX)Midcap: growth0.870.8724.1%24.115.8%15.8
Vanguard Small Cap Value Index (VISVX)Small-cap: value0.190.1911.1%11.115.5%15.5
Schwab Fundamental U.S. Small Co. Index (SFSNX)Small-cap: blend0.250.2512.4%12.415.3%15.3
Vanguard Small Cap Growth Index (VISGX)Small-cap: growth0.190.1921.5%21.514.0%14
T. Rowe Price QM Small-Cap Growth (PRDSX)Small-cap: growth0.810.8122.0%2216.7%16.7
T. Rowe Price Dividend Growth (PRDGX)Dividend0.640.6419.2%19.215.0%15
Vanguard International Dividend Appreciation (VIAIX)Dividend0.350.3526.2%26.2N.A.N.A.
Cohen & Steers Realty (CSRSX)Real estate0.960.967.1%7.110.6%10.6
Vanguard Global ex.-U.S. Real Estate Index (VGXRX)Real estate0.350.3522.4%22.46.4%6.4
Fidelity Select Natural Resources (FNARX)Commodity0.840.84Ð6.9Ð6.9Ð0.1Ð0.1
Oakmark International (OAKIX)Foreign: large blend1127.3%27.311.4%11.4
Vanguard International Growth (VWIGX)Foreign: large growth0.460.4641.6%41.611.5%11.5
T. Rowe Price Emerging Markets Stock (PRMSX)Foreign: emerging markets1.261.2638.6%38.66.8%6.8
Dodge & Cox Income (DODIX)Bond: intermediate term0.430.433.9%3.93.0%3
Fidelity Total Bond (FTBFX)Bond: intermediate term0.450.453.8%3.82.7%2.7
Vanguard Short-Term Investment Grade (VFSTX)Bond: short term0.20.22.0%21.7%1.7
Fidelity Corporate Bond (FCBFX)Bond: corporate0.450.455.9%5.93.4%3.4
Loomis Sayles Bond (LSBRX)Bond: multisector0.910.916.7%6.73.8%3.8
Fidelity High Income (SPHIX)Bond: high yield0.720.727.9%7.95.4%5.4
Vanguard Intermediate-Term Tax-Exempt (VWITX)Bond: muni Intermediate0.190.193.6%3.62.2%2.2
Vanguard Limited-Term Tax-Exempt (VMLTX)Bond: muni short0.190.191.7%1.71.0%1
Templeton Global Bond (TPINX)5Bond: world0.930.934.0%42.2%2.2
Fidelity New Markets Income (FNMIX)Bond: emerging markets0.860.869.1%9.14.4%4.4