Investment Options
Total Available Funds: 17
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
REAL ESTATE
REAL ESTATE
FREAX NUVEEN REAL ESTATE A
56%
3
60
0
0.97%
3.42%
INTERNATIONAL EQUITY
WORLD STOCK
OPPAX OPPENHEIMER GLOBAL A
49%
3
60
0
1.31%
10.99%
Others
Target Date 2046-2050
FFFLX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2050 Fund; Class A Shares
73%
3
60
0
1%
1.21%
Target Date 2041-2045
FFFZX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2045 Fund; Class A Shares
67%
3
60
0
1.25%
1.19%
Target Date 2031-2035
FATHX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2035 Fund; Class A Shares
65%
3
60
0
0.96%
1.6%
Target Date 2021-2025
FATWX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2025 Fund; Class A Shares
63%
3
60
0
1.62%
1.97%
Target Date 2011-2015
FFVAX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2015 Fund; Class A Shares
63%
3
60
0
1.54%
2.34%
Target Date 2026-2030
FAFEX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2030 Fund; Class A Shares
57%
3
60
0
0.66%
1.81%
Target Date 2036-2040
FAFFX FA FREEDOM 2040 A
57%
3
60
0
1.75%
1.26%
Target Date 2016-2020
FDAFX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2020 Fund; Class A Shares
56%
3
60
0
0.51%
2.19%
EQUITY PRECIOUS METALS
OPGSX OPPHMR GOLD SPLMIN A
29%
3
60
0
1.31%
0.77%
Moderate Allocation
JABRX JANUS BALANCED S
22%
3
60
0
0.7%
1.79%
US EQUITY
LARGE BLEND
PEOPX DREYFUS S&P 500 INDX
72%
3
60
0
0.5%
6.66%
SMALL VALUE
VSCAX IVK SMALL CAP VAL A
62%
3
60
0
0.87%
5.95%
LARGE VALUE
MDDVX BLKRK EQUITY DIV A
57%
3
60
0
1%
7.09%
LARGE BLEND
EVTMX EV DIV BUILDER A
52%
3
60
0
0.75%
3.47%
FIXED INCOME
Intermediate Government
ABTAX AM CENT GOVT BOND A
53%
3
60
0
0.36%
3.55%
Average Expense Ratio: 1%
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