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
86%
3
60
0
0.17%
3.09%
Others
Target Date 2016-2020
FFFDX
FID FREEDOM 2020
98%
3
60
0
0.58%
2.59%
Retirement Income
FFFAX
FID FREEDOM INCOME
98%
3
60
0
0.42%
3.09%
Target Date 2011-2015
FFVFX
FID FREEDOM 2015
98%
3
60
0
0.54%
2.53%
Target Date 2026-2030
FFFEX
FID FREEDOM 2030
96%
3
60
0
0.66%
1.99%
Target Date 2036-2040
FFFFX
FID FREEDOM 2040
95%
3
60
0
0.64%
1.51%
Target Date 2021-2025
FFTWX
FID FREEDOM 2025
95%
3
60
0
0.34%
2.12%
Target Date 2031-2035
FFTHX
FID FREEDOM 2035
95%
3
60
0
0.7%
1.76%
Target Date 2046-2050
FFFHX
FID FREEDOM 2050
94%
3
60
0
0.75%
1.45%
Target Date 2000-2010
FFFCX
FID FREEDOM 2010
92%
3
60
0
0.49%
2.52%
Target Date 2041-2045
FFFGX
FID FREEDOM 2045
91%
3
60
0
0.75%
1.45%
Target Date 2000-2010
FFFVX
FID FREEDOM 2005
87%
3
60
0
0.42%
2.68%
Target Date 2051+
FDEEX
FID FREEDOM 2055
74%
3
60
0
0.65%
1.44%
Target Date 2000-2010
FFFBX
FID FREEDOM 2000
0%
3
60
0
0.44%
6.09%
US EQUITY
LARGE BLEND
FDGFX
FID DIVIDEND GR
99%
3
60
0
0.77%
3.85%
SMALL VALUE
PSVIX
ALLIANZ NFJ SM CAP VAL
93%
3
60
0
0.91%
10.14%
LARGE GROWTH
FDGRX
FID GROWTH COMPANY
90%
3
60
0
0.79%
4.46%
LARGE GROWTH
RGAEX
AF GRTH FUND AMER R4
39%
3
60
0
0.3%
8.36%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIM TOTAL RT INST
97%
3
60
0
0.83%
4.03%
Average Expense Ratio: 0.59%
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Model Portfolios
Description
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