Investment Options
Total Available Funds:
16
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%
Foreign Large Blend
FOSFX
Fidelity Investment Trust: Fidelity Overseas Fund
88%
3
60
0
0.95%
1.05%
Others
Target Date 2016-2020
FFFDX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
98%
3
60
0
0.58%
3.41%
Retirement Income
FFFAX
Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund
98%
3
60
0
0.42%
2.89%
Target Date 2026-2030
FFFEX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
96%
3
60
0
0.66%
3.25%
Target Date 2000-2010
FFFCX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
92%
3
60
0
0.49%
3.21%
Moderate Allocation
FPURX
Fidelity Puritan Trust: Fidelity Puritan Fund
82%
3
60
0
0.5%
4.31%
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 GROWTH
FCNTX
Fidelity Contrafund
96%
3
60
0
0.55%
4.32%
LARGE GROWTH
FOCPX
Fidelity Securities Fund: Fidelity OTC Portfolio
94%
3
60
0
0.81%
0.06%
Mid-Cap Growth
BMCIX
BlackRock Funds: BlackRock US Opportunities Portfolio; Institutional Shares
94%
3
60
0
1.1%
6.7%
LARGE VALUE
DODGX
Dodge & Cox Funds: Dodge & Cox Stock Fund
93%
3
60
0
0.52%
4.95%
LARGE GROWTH
FDGRX
Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund
90%
3
60
0
0.79%
4.95%
LARGE GROWTH
FMAGX
Fidelity Magellan Fund
75%
3
60
0
0.52%
0.34%
Small Growth
MSSGX
Morgan Stanley Institutional Fund
70%
3
60
0
2.1%
0%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIMCO Funds: Total Return Fund; Institutional Class Shares
97%
3
60
0
0.83%
3.98%
Average Expense Ratio: 0.77%
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Model Portfolios
Description
The investment options have not been imported yet.