Investment Options
Total Available Funds:
11
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%
1.59%
Others
Moderate Allocation
DODBX
Dodge & Cox Funds: Dodge & Cox Balanced Fund
93%
3
60
0
0.42%
2.56%
Target Date 2011-2015
FKVFX
Fidelity Aberdeen Street Trust: Fidelity Freedom K 2015 Fund
0%
3
60
0
0.51%
2.06%
Target Date 2016-2020
FFKDX
Fidelity Aberdeen Street Trust: Fidelity Freedom K 2020 Fund
0%
3
60
0
0.54%
1.69%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIMCO Funds: Total Return Fund; Institutional Class Shares
97%
3
60
0
0.83%
3.98%
Intermediate-Term Bond
PTTAX
PIMCO Funds: Total Return Fund; Class A Shares
65%
3
60
0
0.8%
4.84%
US EQUITY
LARGE BLEND
NYVTX
Davis New York Venture Fund
92%
3
60
0
1.75%
8.07%
LARGE GROWTH
FDGRX
Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund
90%
3
60
0
0.79%
4.95%
LARGE BLEND
FUSEX
Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
79%
3
60
0
0.09%
1.79%
Mid-Cap Growth
FMCSX
Fidelity Commonwealth Trust: Fidelity Mid-Cap Stock Fund
77%
3
60
0
0.75%
0.87%
MID-CAP BLEND
FLPSX
Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
1%
3
60
0
0.92%
1.69%
Average Expense Ratio: 0.73%
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Model Portfolios
Description
The investment options have not been imported yet.