Investment Options
Total Available Funds:
10
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
FDIVX
Fidelity Investment Trust: Fidelity Diversified International Fund
98%
3
60
0
0.65%
1.59%
Others
Target Date 2016-2020
FFFDX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
98%
3
60
0
0.58%
3.41%
Target Date 2011-2015
FFVFX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund
98%
3
60
0
0.54%
3.2%
Target Date 2021-2025
FFTWX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund
95%
3
60
0
0.34%
2.01%
Target Date 2000-2010
FFFCX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
92%
3
60
0
0.49%
3.21%
Target Date 2000-2010
FFFVX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund
87%
3
60
0
0.42%
2.92%
Moderate Allocation
FBALX
Fidelity Puritan Trust: Fidelity Balanced Fund
80%
3
60
0
0.5%
1.59%
Target Date 2000-2010
FFFBX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
0%
3
60
0
0.44%
0%
FIXED INCOME
High Yield Bond
FAGIX
Fidelity Summer Street Trust: Fidelity Capital & Income Fund
92%
3
60
0
0.93%
4.03%
US EQUITY
LARGE VALUE
FEQIX
Fidelity Devonshire Trust: Fidelity Equity-Income Fund
98%
3
60
0
0.57%
1.67%
Average Expense Ratio: 0.55%
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Model Portfolios
Description
The investment options have not been imported yet.