Investment Options
Total Available Funds:
19
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
FSIIX
SPTN INTL INDEX ADV
35%
3
60
0
0.17%
3.08%
Others
Target Date 2041-2045
FFFGX
FID FREEDOM 2045
82%
3
60
0
0.75%
2.01%
Target Date 2036-2040
FFFFX
FID FREEDOM 2040
78%
3
60
0
0.64%
1.87%
Target Date 2046-2050
FFFHX
FID FREEDOM 2050
75%
3
60
0
0.75%
1.94%
Target Date 2031-2035
FFTHX
FID FREEDOM 2035
74%
3
60
0
0.7%
2%
Target Date 2026-2030
FFFEX
FID FREEDOM 2030
70%
3
60
0
0.66%
1.99%
Target Date 2021-2025
FFTWX
FID FREEDOM 2025
63%
3
60
0
0.34%
2.19%
Target Date 2051+
FDEEX
FID FREEDOM 2055
59%
3
60
0
0.65%
2.09%
Target Date 2011-2015
FFVFX
FID FREEDOM 2015
52%
3
60
0
0.54%
2.69%
Target Date 2016-2020
FFFDX
FID FREEDOM 2020
42%
3
60
0
0.58%
2.73%
Target Date 2000-2010
FFFCX
FID FREEDOM 2010
36%
3
60
0
0.49%
2.78%
Retirement Income
FFFAX
FID FREEDOM INCOME
24%
3
60
0
0.42%
3.08%
Target Date 2000-2010
FFFVX
FID FREEDOM 2005
21%
3
60
0
0.42%
2.95%
Target Date 2000-2010
FFFBX
FID FREEDOM 2000
0%
3
60
0
0.44%
6.09%
US EQUITY
LARGE GROWTH
FBGRX
FID BLUE CHIP GR
95%
3
60
0
0.69%
1.18%
LARGE GROWTH
RGAEX
AF GRTH FUND AMER R4
45%
3
60
0
0.3%
8.45%
Mid-Cap Growth
MPEGX
MSIF MID CAP GRTH I
4%
3
60
0
0.74%
0%
LARGE BLEND
FUSVX
SPTN 500 INDEX ADV
0%
3
60
0
0.04%
2.05%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIM TOTAL RT INST
80%
3
60
0
0.83%
3.99%
Average Expense Ratio: 0.53%
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Model Portfolios
Description
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