Investment Options
Total Available Funds: 19
R*: Redemption (Minimum months to hold).RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).WP: Waiting Period (minimum months to wait before buy again).M*: Mark (p: proxy, n: not used).
Asset Class Ticker
Description Rating R*
RT
WP
Expense
Yield
INTERNATIONAL EQUITY
Foreign Large Blend
REREX AF EUROPAC GRTH R4
58%
3
60
0
0.85%
0.17%
Others
Retirement Income
FFFAX FID FREEDOM INCOME
98%
3
60
0
0.44%
6.18%
Target Date 2011-2015
FFVFX FID FREEDOM 2015
96%
3
60
0
0.6%
4%
Target Date 2021-2025
FFTWX FID FREEDOM 2025
95%
3
60
0
0.69%
3.45%
Target Date 2031-2035
FFTHX FID FREEDOM 2035
95%
3
60
0
0.75%
3.27%
Target Date 2046-2050
FFFHX FID FREEDOM 2050
94%
3
60
0
0.77%
2.45%
Target Date 2026-2030
FFFEX FID FREEDOM 2030
94%
3
60
0
0.71%
3.62%
Target Date 2036-2040
FFFFX FID FREEDOM 2040
93%
3
60
0
0.75%
2.98%
Target Date 2016-2020
FFFDX FID FREEDOM 2020
92%
3
60
0
0.64%
4.1%
Target Date 2041-2045
FFFGX FID FREEDOM 2045
91%
3
60
0
0.76%
2.51%
Target Date 2000-2010
FFFCX FID FREEDOM 2010
90%
3
60
0
0.59%
3.68%
Target Date 2000-2010
FFFVX FID FREEDOM 2005
86%
3
60
0
0.54%
2.81%
Moderate Allocation
FPURX FID PURITAN
82%
3
60
0
0.6%
0.22%
Target Date 2051+
FDEEX FID FREEDOM 2055
75%
3
60
0
0.78%
4.06%
Target Date 2000-2010
FFFBX FID FREEDOM 2000
0%
3
60
0
0.44%
0%
US EQUITY
LARGE GROWTH
RGAEX AF GRTH FUND AMER R4
40%
3
60
0
0.68%
4.24%
LARGE BLEND
FUSVX SPTN 500 INDEX ADV
0%
3
60
0
0.06%
0%
FIXED INCOME
Intermediate-Term Bond
PTTRX PIM TOTAL RT INST
97%
3
60
0
0.46%
2.12%
Intermediate-Term Bond
FTHRX FID INTERMED BOND
79%
3
60
0
0.45%
1.82%
Average Expense Ratio: 0.61%
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Model Portfolios
Description
The investment options have not been imported yet.
