Investment Options
Total Available Funds:
15
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
78%
3
60
0
0.65%
1.59%
Others
Moderate Allocation
FPURX
Fidelity Puritan Trust: Fidelity Puritan Fund
98%
3
60
0
0.5%
4.31%
Moderate Allocation
FBALX
Fidelity Puritan Trust: Fidelity Balanced Fund
91%
3
60
0
0.5%
1.59%
Target Date 2036-2040
FFFFX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
86%
3
60
0
0.64%
1.26%
Target Date 2026-2030
FFFEX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
79%
3
60
0
0.66%
3.25%
Target Date 2016-2020
FFFDX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
60%
3
60
0
0.58%
3.41%
Target Date 2000-2010
FFFCX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
36%
3
60
0
0.49%
3.21%
Target Date 2000-2010
FFFBX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
0%
3
60
0
0.44%
0%
US EQUITY
LARGE GROWTH
FCNTX
Fidelity Contrafund
98%
3
60
0
0.55%
4.32%
LARGE GROWTH
FDGRX
Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund
93%
3
60
0
0.79%
4.95%
LARGE GROWTH
FDCAX
Fidelity Capital Trust: Fidelity Capital Appreciation Fund
90%
3
60
0
0.83%
3.39%
LARGE BLEND
FGRIX
Fidelity Securities Fund: Fidelity Growth & Income Portfolio
89%
3
60
0
0.58%
1.47%
MID-CAP BLEND
FLPSX
Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
1%
3
60
0
0.92%
1.69%
LARGE BLEND
FUSVX
Fidelity Concord Street Trust: Spartan 500 Index Fund; Fidelity Advantage Class Shares
0%
3
60
0
0.04%
1.84%
FIXED INCOME
Intermediate-Term Bond
FSIGX
Fidelity Salem Street Trust: Fidelity Series Investment Grade Bond Fund
84%
3
60
0
0.45%
3%
Average Expense Ratio: 0.57%
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Model Portfolios
Description
The investment options have not been imported yet.