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
Emerging Market
DIVERSIFIED EMERGING MKTS
DFEVX
DFA Investment Dimensions Group Inc: Emerging Markets Value Portfolio; Institutional Class Shares
96%
3
60
0
0.44%
4.53%
INTERNATIONAL EQUITY
Foreign Large Blend
DODFX
Dodge & Cox Funds: Dodge & Cox International Stock Fund
99%
3
60
0
0.52%
2.33%
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 2011-2015
FFVFX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund
98%
3
60
0
0.54%
3.2%
Target Date 2026-2030
FFFEX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
96%
3
60
0
0.66%
3.25%
Target Date 2021-2025
FFTWX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund
95%
3
60
0
0.34%
2.01%
Target Date 2000-2010
FFFCX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
92%
3
60
0
0.49%
3.21%
Target Date 2000-2010
FFFVX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund
87%
3
60
0
0.42%
2.92%
Target Date 2000-2010
FFFBX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
0%
3
60
0
0.44%
0%
US EQUITY
LARGE GROWTH
FBGRX
Fidelity Securities Fund: Fidelity Blue Chip Growth Fund
99%
3
60
0
0.69%
0%
LARGE VALUE
DFLVX
DFA Investment Dimensions Group Inc: US Large Cap Value Portfolio; Institutional Class Shares
77%
3
60
0
0.21%
3.7%
Average Expense Ratio: 0.5%
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Model Portfolios
Description
The investment options have not been imported yet.