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Prospectus Links for PWS Portfolio Models' mutual funds

| May 13, 2021
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Mutual Fund and ETF Prospectus Links

One should read the Prospectus before investing in a mutual fund or ETF.

Strategic Portfolio Funds

 

Stocks—Large Cap

YAFFX             AMG Yacktman Focused Fund

SCHD              Schwab U.S. Dividend Equity ETF

TRBCX             T Rowe Price Blue Chip Growth Inv

MSEGX            Morgan Stanley Institutional Growth A

 

 

Stocks—Mid Cap

JAMCX             JP Morgan Mid Cap Value A

PEMGX            Principal MidCap A

VO                   Vanguard Mid-Cap Index Fund ETF

MACGX           Morgan Stanley Institutional Discovery A

 

 

Stocks—Small Cap

QUASX             AB Small Cap Growth Portfolio Class A

DEVLX             Delaware Small Cap Value A

VB                   Vanguard Small-Cap Index Fund ETF

 

 

Stocks—Foreign Large Cap

MDIDX            MFS International Diversification Fund A

EFAV               iShares Edge MSCI Min Vol EAFE ETF

ARTKX            Artisan International Value Fund

AEGFX            American Funds EuroPacific Growth Fund F1

 

 

Stocks—Foreign Small/Mid Cap

IEGAX              Invesco International Small Company A

DLS                  Wisdom Tree International SmallCap Dividend ETF

ARTJX             Artisan International Small-Mid

 

 

Stocks—Foreign Emerging Markets

NWFFX           American Funds New World Fund F-1

 

 

Bonds—High Yield

PHYZX            PGIM High Yield Z

 

 

Bonds—Inflation-Protected (TIPS)

SWRSX                        Schwab Treasury Inflation Protected Securities Index Fund

TIPZ                PIMCO Broad US TIPS ETF

 

 

Bonds—Long Term

PLRAX            PIMCO Long Duration Total Return A

 

 

Bonds—Intermediate Term (core)

TGFNX             TCW Core Fixed Income N

BIV                  Vanguard Intermediate-Term Bond ETF

SPAB               SPDR Portfolio Aggregate Bond ETF

 

 

Bonds—Intermediate Term (core-plus)

PTTAX             PIMCO Total Return Fund A

TGMNX           TCW Total Return Bond N

WIPDX            Wells Fargo Core Plus Bond A

 

 

Bonds—Short Term

BSBSX             Baird Short-Term Bond Fund Investor Class

BSV                 Vanguard Short-Term Bond ETF

 

 

Bonds—Floating Rate/Bank Loan

PRFRX            T. Rowe Price Floating Rate Fund

NFIAX             Neuberger Berman Floating Rate Income Fund A

 

 

Bonds—Foreign

PFOAX            PIMCO International Bond Fund (US Dollar-hedged) A

 

 

Real Estate (REITs)

FRINX              Fidelity Advisor Real Estate Income A

NBRFX                        Neuberger Berman Real Estate Tr

 

 

Commodities

IAU                  iShares Gold Trust ETF

CPER               United States Copper Index Fund ETF

 

CASH ALTERNATIVES

SHV                 iShares Short Treasury Bond ETF

SWVXX            Schwab Value Advantage Money Fund Inv

 

 

Bonds—UltraShort Term

PSHAX             PIMCO Short-Term Fund A

 

 

Bonds—Multisector

PONAX            PIMCO Income Fund A

 

 

Satellite Strategies

AAAAX             DWS RREEF Real Assets Fund

GXSAX             Goldman Sachs Satellite Strategies A

 

 

“ETF” Portfolio Funds

 

Stocks—USA

SCHD              Schwab U.S Large-Cap Value ETF

SCHG               Schwab U.S Large-Cap Growth ETF

VOE                 Vanguard Mid-Cap Value Index ETF

IWP                 iShares Russell Mid-Cap Growth ETF

VBR                 Vanguard Small-Cap Value Index ETF

VBK                 Vanguard Small-Cap Growth Index ETF

 

Stocks—Foreign

SCHF               Schwab International Equity ETF

SCZ                  iShares MSCI EAFE Small-Cap ETF

ADRE              Invesco BLDRS Emerging Markets 50 ADR Index ETF

 

Bonds

BND                Vanguard Total Bond Market Index Fund ETF

BSV                 Vanguard Short-Term Bond Index Fund ETF

 

Real Estate (REITs)

VNQ                Vanguard Real Estate Index Fund ETF

 

Commodities

IAU                  iShares Gold Trust ETF

CPER               United States Copper Index Fund ETF

 

CASH ALTERNATIVE

SHV                 iShares Short Treasury Bond ETF

 

 

ETFs on the bench

VV                   Vanguard Large-Cap Index Fund ETF

VB                   Vanguard Small-Cap Index Fund ETF

VO                   Vanguard Mid-Cap Index Fund ETF

SPDW             SPDR Portfolio Developed World ex-US ETF

DLS                 WisdomTree International SmallCap Div ETF

SPEM              SPDR Portfolio Emerging Markets ETF

IUSB                iShares Core Total USD Bond Market ETF

BIV                  Vanguard Intermediate-Term Bond ETF

BLV                 Vanguard Long-Term Bond ETF

HYG                 iShares iBoxx $ High Yield Corp ETF

TIPZ                PIMCO Broad US TIPS ETF

ANGL              VanEck Vectors Fallen Angel HiYld Bond ETF

IYR                  iShares U.S. Real Estate ETF

BSV                 Vanguard Short-Term Bond ETF

SWVXX            Schwab Value Advantage Money Fund Inv

 

 

“Schwab Index” Portfolio Funds

 

Stocks—USA

SWTSX            Schwab Total Stock Market Index Fund

SWPPX            Schwab S&P 500 Index Fund

SWMCX           Schwab U.S. Mid-Cap Index Fund

SWSSX            Schwab U.S. Small-Cap Index Fund

 

 

 

Stocks—Foreign

SWISX             Schwab International Index Fund

SFENX             Schwab Fundamental Emg Mkts Lg Co Index

 

Bonds

SWNTX           Schwab Tax-Free Bond fund

SWAGX           Schwab US Aggregate Bond fund

 

Commodities

IAU                  iShares Gold Trust ETF

CPER               United States Copper Index Fund ETF

 

CASH

SWVXX            Schwab Value Advantage Money Fund Inv

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