Investment Options
Total Available Funds: 15
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
FHEAX FA REAL ESTATE A
90%
3
60
0
1.07%
1.79%
INTERNATIONAL EQUITY
WORLD STOCK
OPGIX OPPHMR GLOBAL OPP A
66%
3
60
0
1.11%
0%
Others
Target Date 2031-2035
FATHX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2035 Fund; Class A Shares
65%
3
60
0
0.96%
1.59%
Target Date 2000-2010
FACFX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2010 Fund; Class A Shares
64%
3
60
0
0.49%
2.64%
Target Date 2011-2015
FFVAX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2015 Fund; Class A Shares
63%
3
60
0
1.54%
3.5%
Target Date 2021-2025
FATWX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2025 Fund; Class A Shares
63%
3
60
0
1.62%
2.7%
Target Date 2026-2030
FAFEX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2030 Fund; Class A Shares
57%
3
60
0
0.66%
1.95%
Target Date 2016-2020
FDAFX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2020 Fund; Class A Shares
56%
3
60
0
0.51%
3.77%
Aggressive Allocation
FEYAX FA ASSET MGR 85% A
37%
3
60
0
1.23%
1.18%
US EQUITY
MID-CAP BLEND
FLVIX Fidelity Advisor Series I: Fidelity Advisor Leveraged Company Stock Fund; Institutional Shares
86%
3
60
0
0.66%
4.48%
SMALL BLEND
FSCDX FA SMALL CAP A
51%
3
60
0
2.15%
1.49%
LARGE VALUE
FEIAX FA EQUITY INCOME A
43%
3
60
0
1.03%
5.18%
SMALL BLEND
RSPFX RS Investment Trust: RS Partners Fund; Class A Shares
40%
3
60
0
1.12%
5.84%
LARGE BLEND
OGEAX JPM EQUITY IDX A
36%
3
60
0
0.45%
1.21%
FIXED INCOME
Multisector Bond
FSIAX Fidelity Advisor Series II: Fidelity Advisor Strategic Income Fund; Class T Shares
68%
3
60
0
0.97%
3.95%
Average Expense Ratio: 1.04%
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Model Portfolios
Description
The investment options have not been imported yet.
