Gold

Medal

Waters

Colorado PERA 401(k)

Latest Review: 6/29/2009

Unbiased information may help you make the most of your retirement plan. Take a look at the portfolio models below, which were created based upon your plan's investment alternatives.

Please remember that these are possible options only and understand that we are not the the Administrator for your plan. Please contact your HR department or your Plan Administrator if you need help with or have any questions about your plan.

If you find these model allocations useful, feel free to share them with your colleagues, friends, and family.

Have a Gold Medal Waters Advisor work with you on your financial plan and entire investment portfolio - not just your retirement plan.

Request a free initial consultation to meet and assess your situation.
By phone at (720) 887-1299.

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Listed at right are the current plan options that have been reported to us.

If we need to update our records, please

send us your new options.

NORTHERN GOV'T FUND	FIDELITY CONTRAFUND
PIMCO LOW DURATION FUND	RAINIER LARGE CAP GR FUND
PIMCO TOTAL RETURN FUND	AF EUROPACIFIC GR FUND
DODGE & COX BALANCED FUND	VANGUARD SMALL CAP FUND
PAX WORLD BALANCED FUND	FIDELITY FREEDOM (varying)
VANGUARD INST INDEX FUND	Pax World Balanced Institutional
DODGE & COX STOCK FUND	T. Rowe Price Small Cap Value
PERA STOCK FUND	TCM Small Cap Growth Fund

Read our disclaimer.

What are the different portfolio models in the chart?

Fund	Asset Class	0/100	20/80	40/60	50/50	60/40	80/20	100/0
VANGUARD INST INDEX	LARGE CAP	0%	6%	12%	15%	18%	24%	30%
DODGE & COX STOCK	LARGE CAP VALUE	0%	4%	8%	10%	12%	16%	20%
VANGUARD SMALL CAP	SMALL CAP	0%	4%	8%	10%	12%	16%	20%
AF EUROPACIFIC GR	INTERNATIONAL	0%	6%	12%	15%	18%	24%	30%
NORTHERN GOV'T FUND	SHORT TERM FIXED	50%	40%	30%	25%	20%	10%	0%
PIMCO TOTAL RETURN	INTERMEDIATE FIXED	50%	40%	30%	25%	20%	10%	0%

NOTES:	NO REAL ESTATE OPTION
	NO INTL SMALL OPTION
	NO EMERGING OPTION

0% Stock/100% Bond

Involves lowest level of risk. For short-term goals.
20% Stock/80% Bond
Involves lower level of risk. For shorter-term goals.
40% Stock/60% Bond
Involves a moderate level of risk. For short to intermediate goals.
50% Stock/50% Bond
Involves a moderate to moderately high level of risk. For intermediate-term goals.
60% Stock/40% Bond
Involves a moderately high level of risk. For intermediate to longer-term goals.
80% Stock/20% Bond
Involves a high level of risk. For long-term goals and aggressive investors.
100% Stock/0% Bond
Involves the highest level of risk. For long-term goals and very aggressive investors.