Investment Options
Total Available Funds:
13
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%
4.24%
Others
Target Date 2016-2020
FFFDX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
98%
3
60
0
0.58%
3.95%
Retirement Income
FFFAX
Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund
98%
3
60
0
0.42%
2.95%
Moderate Allocation
DODBX
Dodge & Cox Funds: Dodge & Cox Balanced Fund
92%
3
60
0
0.42%
5.67%
Target Date 2000-2010
FFFCX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
92%
3
60
0
0.49%
2.88%
Target Date 2000-2010
FFFVX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund
87%
3
60
0
0.42%
3%
Target Date 2000-2010
FFFBX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
0%
3
60
0
0.44%
6.09%
FIXED INCOME
Intermediate-Term Bond
FBIDX
Fidelity Salem Street Trust: Spartan US Bond Index Fund; Investor Class Shares
0%
3
60
0
0.13%
2.54%
US EQUITY
SMALL BLEND
PENNX
Royce Fund: Royce Pennsylvania Mutual Fund; Investment Class Shares
100%
3
60
0
0.96%
5.24%
LARGE VALUE
DODGX
Dodge & Cox Funds: Dodge & Cox Stock Fund
93%
3
60
0
0.52%
5.75%
LARGE BLEND
FUSEX
Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
79%
3
60
0
0.09%
1.59%
LARGE GROWTH
CHCGX
Gardner Lewis Investment Trust: Chesapeake Core Growth Fund
29%
3
60
0
1.76%
0%
MID-CAP BLEND
FLPSX
Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
1%
3
60
0
0.92%
16.99%
Average Expense Ratio: 0.6%
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Model Portfolios
Description
The investment options have not been imported yet.