Investment Options
Total Available Funds: 12
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
Target Date 2016-2020
FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
98%
3
60
0
0.58%
3.41%
Target Date 2026-2030
FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
96%
3
60
0
0.66%
3.25%
Moderate Allocation
FBALX Fidelity Puritan Trust: Fidelity Balanced Fund
80%
3
60
0
0.5%
1.59%
US EQUITY
MID-CAP VALUE
JMCVX Janus Investment Fund: Perkins Mid Cap Value Fund; Class T Shares
98%
3
60
0
0.91%
1%
LARGE VALUE
DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
93%
3
60
0
0.52%
4.95%
Mid-Cap Growth
ARTMX Artisan Partners Funds
88%
3
60
0
0.96%
0%
LARGE BLEND
FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
79%
3
60
0
0.09%
1.79%
LARGE GROWTH
AGTHX Growth Fund of America
41%
3
60
0
0.3%
0%
MID-CAP VALUE
artqx Artisan Partners Funds
0%
3
60
0
NA
NA
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
PTTDX PIMCO Funds: Total Return Fund; Class D Shares
65%
3
60
0
0.75%
4.84%
Average Expense Ratio: 0.65%
Sign up to get fund ranking change alerts
Model Portfolios
Description
The investment options have not been imported yet.
