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Investment Options
Total Available Funds:
116
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
REAL ESTATE
REAL ESTATE
FRESX
FID REAL ESTATE INVS
96%
3
60
0
0.72%
5.53%
Global Real Estate
KIRYX
FID INTL REAL ESTATE
75%
3
60
0
2.05%
104.15%
Emerging Market
DIVERSIFIED EMERGING MKTS
FKEMX
FID EMERGING MKTS K
74%
3
60
0
0.9%
0.75%
DIVERSIFIED EMERGING MKTS
PEFIX
SPTN ST TR INDX INV
68%
3
60
0
2.27%
5.46%
China Region
FHKCX
FID CHINA REGION
63%
3
60
0
1.53%
1.45%
Latin America Stock
FLATX
FID LATIN AMERICA
57%
3
60
0
0.86%
6.89%
DIVERSIFIED EMERGING MKTS
FEMEX
FID EMEA
0%
3
60
0
1.31%
6.42%
INTERNATIONAL EQUITY
WORLD STOCK
VHGEX
CREF GLOBAL EQUITIES
100%
3
60
0
0.42%
4.19%
JAPAN STOCK
FJPNX
FID JAPAN
86%
3
60
0
1.13%
4.49%
FOREIGN SMALL/MID GROWTH
FOPIX
FID INTL SM CAP OPP
78%
3
60
0
1%
1.37%
Foreign Large Growth
FDIKX
FID DIVERSIFD INTL K
72%
3
60
0
0.99%
3.73%
Foreign Large Blend
FIDKX
FID INTL DISCOVERY K
71%
3
60
0
0.99%
2.84%
JAPAN STOCK
FJSCX
FID JAPAN SMALLER CO
59%
3
60
0
0.91%
4.33%
Foreign Large Blend
FICDX
FID CANADA
52%
3
60
0
0.86%
7.07%
EUROPE STOCK
FNORX
FIDELITY NORDIC
50%
3
60
0
0.94%
5%
COMMODITIES
COMMODITIES BROAD BASKET
PCRIX
FID STRAT REAL RET
78%
3
60
0
1.96%
2%
Others
Target Date 2016-2020
FFFDX
FID FREEDOM 2020
98%
3
60
0
0.58%
5.59%
Target Date 2011-2015
FFVFX
FID FREEDOM 2015
98%
3
60
0
0.54%
4.77%
Target Date 2026-2030
FFFEX
FID FREEDOM 2030
95%
3
60
0
0.66%
4.65%
Target Date 2021-2025
FFTWX
FID FREEDOM 2025
95%
3
60
0
0.34%
5.11%
Target Date 2000-2010
FFFCX
FID FREEDOM 2010
92%
3
60
0
0.49%
3.8%
Target Date 2000-2010
TCLEX
TIAA-CREF LIFECYCLE 2040-RTMT
89%
3
60
0
0.37%
4.31%
Target Date 2000-2010
TCLEX
TIAA-CREF LIFECYCLE 2035-RTMT
89%
3
60
0
0.37%
4.31%
Target Date 2000-2010
TCLEX
TIAA-CREF LIFECYCLE 2030-RTMT
89%
3
60
0
0.37%
4.31%
Target Date 2000-2010
TCLEX
TIAA-CREF LIFECYCLE 2025-RTMT
89%
3
60
0
0.37%
4.31%
Target Date 2000-2010
TCLEX
TIAA-CREF LIFECYCLE 2020-RTMT
89%
3
60
0
0.37%
4.31%
Target Date 2000-2010
TCLEX
TIAA-CREF LIFECYCLE 2010-RTMT
89%
3
60
0
0.37%
4.31%
Financial
KRE
FID SEL BANKING
85%
3
60
0
0.35%
2.81%
EQUITY PRECIOUS METALS
FSAGX
FID SEL GOLD
78%
3
60
0
0.77%
3.2%
Convertibles
FCVSX
FID CONVERTIBLE SEC
76%
3
60
0
1.04%
6.89%
Equity Energy
FSENX
FID SEL ENERGY
76%
3
60
0
0.83%
1.8%
MISCELLANEOUS SECTOR
FBSOX
FID SEL IT SERVICES
76%
3
60
0
0.73%
24.3%
Health
FSPHX
FID SEL HEALTHCARE
74%
3
60
0
0.69%
8.77%
Technology
FSPTX
FID SEL TECHNOLOGY
74%
3
60
0
0.7%
7.17%
Consumer Discretionary
FSRPX
FID SEL RETAILING
72%
3
60
0
0.72%
10.36%
Communications
FBMPX
FID SEL MULTIMEDIA
71%
3
60
0
1.07%
4.21%
Moderate Allocation
FBAKX
FID BALANCED K
69%
3
60
0
0.5%
5.26%
Moderate Allocation
FPUKX
FID PURITAN K
68%
3
60
0
0.5%
1.31%
World Allocation
PGDIX
FID STRAT DIV & INC
66%
3
60
0
0.69%
5.64%
Communications
WIREX
FID SEL WIRELESS
60%
3
60
0
1.95%
2%
Technology
VITAX
MULTIMANAGER TECHNOLOGY
57%
3
60
0
0.1%
0.54%
Bear Market
SIJ
FID SEL INDUSTRIALS
56%
3
60
0
0.95%
2.72%
CASH ASSET
CASH
FID ASSET MGR 40%
0%
3
60
0
NA
2.6%
Technology
HEGFX
FID INTL GROWTH
0%
3
60
0
1.21%
0%
EQUITY
SEE
FID SEL AIR TRANSPRT
0%
3
60
0
NA
2.2%
ROOT
MAMCX
FID ASSET MGR 30%
0%
3
60
0
NA
4.22%
EQUITY
ABG
FID SEL AUTOMOTIVE
0%
3
60
0
NA
0%
EQUITY
THG
FID SEL INSURANCE
0%
3
60
0
NA
2.66%
EQUITY
PTRP
FID SEL TRANSPORT
0%
3
60
0
NA
1.15%
EQUITY
KBH
FID SEL HOME FINANCE
0%
3
60
0
NA
1.25%
Moderate Allocation
HGIFX
FID FREEDOM INCOME
0%
3
60
0
1.29%
0.77%
Consumer Discretionary
FLISX
FID SEL LEISURE
0%
3
60
0
1.33%
13.33%
EQUITY
FDP
FID SEL MEDICAL DEL
0%
3
60
0
NA
4.63%
EQUITY
ARJ
FID SEL CHEMICALS
0%
3
60
0
NA
1.12%
ROOT
unknow
FIDELITY US GOVT RES
0%
3
60
0
NA
NA
ROOT
CASH
FIDELITY CASH RESRVE
0%
3
60
0
NA
2.6%
FIXED INCOME
FIXED INCOME
VBMFX
AMANA INCOME
100%
3
60
0
0.15%
3.7%
Intermediate-Term Bond
BND
METLIFE FIXED-OLD
99%
3
60
0
0.15%
3.79%
High Yield Bond
FAGIX
FID CAPITAL & INCOME
91%
3
60
0
0.93%
4.59%
Intermediate Government
FGOVX
FIDELITY GOVT INCOME
91%
3
60
0
0.76%
3.51%
Intermediate-Term Bond
TIBDX
CREF BOND MARKET
90%
3
60
0
0.29%
3.98%
Emerging Markets Bond
FNMIX
FID NEW MARKETS INC
89%
3
60
0
0.82%
4.39%
Inflation-Protected Bond
TIILX
CREF INFLATION-LIKED BOND
88%
3
60
0
0.4%
2.02%
High Yield Bond
FHIFX
FID FOCUSED HIGH INC
88%
3
60
0
0.75%
4.66%
Intermediate Government
FGMNX
FID GNMA
87%
3
60
0
0.45%
3.55%
Intermediate Government
DPIGX
INTERMEDIATE GOVT BOND INDEX
78%
3
60
0
0.9%
2.91%
Intermediate-Term Bond
FTHRX
FID INTERMED BOND
78%
3
60
0
0.45%
3.27%
Intermediate-Term Bond
FBNDX
FIDELITY INVST GR BD
76%
3
60
0
0.76%
3.59%
Multisector Bond
FSICX
FID STRATEGIC INCOME
74%
3
60
0
0.7%
3.83%
Intermediate-Term Bond
HMBDX
FID FREEDOM 2000
0%
3
60
0
0.72%
3.46%
Intermediate-Term Bond
HMBDX
FID FREEDOM 2005
0%
3
60
0
0.72%
3.46%
Intermediate-Term Bond
HMBDX
FID SEL PHARMACEUTCL
0%
3
60
0
0.72%
3.46%
Intermediate-Term Bond
HMBDX
FID SEL CONSTR/HOUSE
0%
3
60
0
0.72%
3.46%
Intermediate-Term Bond
HMBDX
FID GLB COMDTY STK
0%
3
60
0
0.72%
3.46%
Intermediate-Term Bond
HMBDX
FID FREEDOM 2045
0%
3
60
0
0.72%
3.46%
Intermediate Government
FIBIX
SPTN LT TR INDX INV
0%
3
60
0
0.17%
2.04%
Intermediate-Term Bond
HMBDX
FID DYNAMIC STRAT
0%
3
60
0
0.72%
3.46%
Intermediate-Term Bond
HMBDX
FID SEL UTILITIES
0%
3
60
0
0.72%
3.46%
Intermediate-Term Bond
HMBDX
FID FREEDOM 2050
0%
3
60
0
0.72%
3.46%
Intermediate-Term Bond
FBIDX
FIDELITY US BD INDEX
0%
3
60
0
0.13%
2.17%
US EQUITY
LARGE BLEND
SNXFX
EQUIY 500 INDEX
97%
3
60
0
0.05%
1.3%
LARGE BLEND
VTSMX
SPTN TOTAL MKT INDEX
94%
3
60
0
0.03%
1.24%
LARGE VALUE
VYM
FID NASDAQ COMP INDX
94%
3
60
0
0.08%
2.86%
LARGE GROWTH
FTQGX
FID FOCUSED STOCK
88%
3
60
0
0.47%
9.67%
Mid-Cap Growth
FMILX
FIDELITY NEW MILLEN
87%
3
60
0
0.89%
3.79%
SMALL BLEND
FSLCX
FID SMALL CAP STOCK
82%
3
60
0
0.67%
6.21%
LARGE BLEND
TISCX
CREF SOCIAL CHOICE
75%
3
60
0
0.46%
1.29%
Mid-Cap Growth
FDEGX
FID GR STRATEGIES K
72%
3
60
0
0.72%
8.32%
LARGE GROWTH
FBGKX
FID BLUE CHIP GR K
68%
3
60
0
0.76%
6.28%
LARGE GROWTH
FCAKX
FID CAP APPREC K
68%
3
60
0
0.83%
16.34%
LARGE GROWTH
FCNKX
FID CONTRAFUND K
68%
3
60
0
0.55%
5.24%
LARGE BLEND
FFDKX
FID FUND K
68%
3
60
0
0.45%
0%
LARGE GROWTH
FGCKX
FID GROWTH CO K
68%
3
60
0
0.79%
8.9%
Mid-Cap Growth
FKMCX
FID MID CAP STOCK K
68%
3
60
0
0.85%
3.73%
LARGE GROWTH
FMGKX
FID MAGELLAN K
67%
3
60
0
0.68%
8.16%
LARGE GROWTH
FOCKX
FID OTC K
67%
3
60
0
0.81%
12.77%
MID-CAP VALUE
FVLKX
FID VALUE K
67%
3
60
0
0.75%
15.06%
LARGE GROWTH
FSSKX
FID STOCK SELBCTOR K
67%
3
60
0
0.66%
4.95%
LARGE VALUE
FEIKX
FID EQUITY INCOME K
67%
3
60
0
0.57%
4.72%
LARGE VALUE
FETKX
FID EQUITY INC II K
67%
3
60
0
0.58%
7.5%
LARGE BLEND
FDGKX
FID DIVIDEND GR K
64%
3
60
0
0.48%
9.1%
LARGE BLEND
FGIKX
FID GROWTH & INC K
64%
3
60
0
0.57%
1.08%
LARGE BLEND
TIQRX
CREF EQUITY INDEX
59%
3
60
0
0.3%
1.1%
LARGE GROWTH
AMAGX
AMANA GROWTH
57%
3
60
0
0.91%
3.84%
MID-CAP BLEND
FLSAX
FID LEVERGD CO STK K
50%
3
60
0
0.66%
16.8%
LARGE GROWTH
TLIIX
FID LC GR ENH INDX
0%
3
60
0
0.32%
65.77%
LARGE VALUE
TEVIX
FID LC VAL ENH INDX
0%
3
60
0
0.37%
32.64%
US EQUITY
HQS
FID SEL INDUST EQUIP
0%
3
60
0
NA
0%
LARGE VALUE
HMCFX
FID LC CORE ENH INDEX
0%
3
60
0
0.97%
1.04%
US EQUITY
AMSU
FID SEL ENVIRONMENT
0%
3
60
0
NA
0%
LARGE VALUE
HMVMX
FID INTL VALUE
0%
3
60
0
1%
9.21%
US EQUITY
FXRE
FID REAL ESTATE INC
0%
3
60
0
NA
0%
LARGE GROWTH
HMGRX
FID LARGE CAP GROWTH
0%
3
60
0
1.03%
0.5%
LARGE GROWTH
FDFKX
FID INDEPENDENCE K
0%
3
60
0
0.77%
30.98%
LARGE BLEND
Fidelity Spartan 500 Index
SPARTAN 500 INDEX
0%
3
60
0
NA
NA
SMALL BLEND
RLPKX
FID LOW PRICED STK K
0%
3
60
0
1.61%
38.45%
Average Expense Ratio: 0.75%
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Model Portfolios
The plan consists of 225 funds. It covers 6 major asset classes and 45 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, Emerging Market Equity, REITs and Commodity.
MITRE Corporation Tax Sheltered Annuity Plan is a defined contribution plan.