Investment Options
Total Available Funds: 20
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
FDIKX FID DIVERSIFD INTL K
72%
3
60
0
0.99%
4.5%
Foreign Large Blend
VTSGX VANG TOT INTL STK S
0%
3
60
0
0.18%
3.08%
Others
Target Date 2016-2020
FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
98%
3
60
0
0.58%
3.41%
Target Date 2026-2030
FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
96%
3
60
0
0.66%
3.25%
Target Date 2036-2040
FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
95%
3
60
0
0.64%
1.26%
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%
Target Date 2000-2010
FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
0%
3
60
0
0.44%
0%
Target Date 2036-2040
FFKFX FID FREEDOM K 2040
0%
3
60
0
0.62%
1.49%
US EQUITY
LARGE VALUE
PRFDX TRP EQUITY INCOME
97%
3
60
0
1.23%
1.94%
MID-CAP VALUE
ARTQX ARTISAN MID CAP VAL
91%
3
60
0
1.05%
17.63%
Mid-Cap Growth
ARTMX ARTISAN MID CAP INV
88%
3
60
0
0.96%
0%
LARGE VALUE
NFJEX ALLNZ NFJ DIV VAL I
87%
3
60
0
1.04%
3.66%
Small Growth
MSSGX MSIF SMALL CO GRTH I
70%
3
60
0
2.1%
0%
LARGE GROWTH
FCNKX FID CONTRAFUND K
68%
3
60
0
0.55%
4.38%
MID-CAP BLEND
FLPKX FID LOW PRICED STK K
61%
3
60
0
0.82%
18.74%
LARGE GROWTH
RGAGX AF GRTH FUND AMER R6
25%
3
60
0
0.3%
0%
LARGE BLEND
FXSIX SPTN 500 INDEX INST
0%
3
60
0
0.04%
0%
SMALL BLEND
RLPIX ROYCE LOW PR STK IS
0%
3
60
0
1.19%
5.95%
FIXED INCOME
Intermediate-Term Bond
PTTRX PIM TOTAL RT INST
97%
3
60
0
0.83%
3.98%
Average Expense Ratio: 0.76%
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Model Portfolios
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