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 Value
TEMFX
Templeton Funds
55%
3
60
0
0.85%
2.67%
Others
Retirement Income
FFFAX
Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund
98%
3
60
0
0.42%
3.11%
Target Date 2021-2025
FFTWX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund
95%
3
60
0
0.34%
3.01%
Target Date 2000-2010
FFFCX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
92%
3
60
0
0.49%
2.91%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIMCO Funds: Total Return Fund; Institutional Class Shares
97%
3
60
0
0.83%
4.04%
US EQUITY
LARGE GROWTH
FCNTX
Fidelity Contrafund
96%
3
60
0
0.55%
3.64%
LARGE GROWTH
MLAIX
MainStay Funds: MainStay Large Cap Growth Fund; Class I Shares
90%
3
60
0
1.33%
9.74%
SMALL VALUE
GSSIX
Goldman Sachs Trust: Goldman Sachs Small Cap Value Fund; Institutional Shares
86%
3
60
0
1%
4.69%
Mid-Cap Growth
WFDSX
Wells Fargo Funds Trust: Wells Fargo Advantage Discovery Fund; Institutional Class Shares
65%
3
60
0
0.88%
0%
MID-CAP BLEND
FLPSX
Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
1%
3
60
0
0.92%
17.73%
LARGE VALUE
ICAEX
MainStay Funds Trust: MainStay ICAP Equity Fund; Class I Shares
0%
3
60
0
0.9%
26.92%
Average Expense Ratio: 0.77%
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Model Portfolios
Description
The investment options have not been imported yet.