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
FSPNX
SPTN INTL INDEX INS
0%
3
60
0
0.05%
2.63%
Others
Target Date 2046-2050
FIPFX
FID FRDM INDX 2050 W
54%
3
60
0
0.12%
1.66%
US EQUITY
MID-CAP VALUE
FDVLX
Fidelity Capital Trust: Fidelity Value Fund
99%
3
60
0
0.76%
0.99%
SMALL VALUE
RYPNX
Royce Fund: Royce Opportunity Fund; Investment Class Shares
95%
3
60
0
1.85%
4.65%
MID-CAP BLEND
WHGMX
WW SMID CAP INST
89%
3
60
0
0.68%
0.93%
LARGE BLEND
RFNFX
Fundamental Investors
88%
3
60
0
0.6%
1.27%
MID-CAP BLEND
FLVCX
Fidelity Securities Fund: Fidelity Leveraged Company Stock Fund
84%
3
60
0
0.74%
8.83%
LARGE VALUE
AADEX
American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
78%
3
60
0
0.94%
1.65%
LARGE GROWTH
FCNKX
FID CONTRAFUND K
68%
3
60
0
0.55%
4.38%
SMALL BLEND
LRSCX
Lord Abbett Research Fund
48%
3
60
0
1.48%
3.22%
Mid-Cap Growth
ASMZX
ALGER SMIDCAP GRTH Z
7%
3
60
0
0.91%
0%
MID-CAP BLEND
FLPSX
Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
1%
3
60
0
0.92%
1.69%
LARGE BLEND
FXSIX
SPTN 500 INDEX INST
0%
3
60
0
0.04%
0%
LARGE BLEND
FUSVX
Fidelity Concord Street Trust: Spartan 500 Index Fund; Fidelity Advantage Class Shares
0%
3
60
0
0.04%
1.84%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIM TOTAL RT INST
97%
3
60
0
0.83%
3.98%
Intermediate-Term Bond
VBTIX
VANG TOT BD MKT INST
94%
3
60
0
0.15%
3.27%
Inflation-Protected Bond
AIANX
AMCENT INFL ADJBD IS
93%
3
60
0
0.76%
4.69%
Intermediate Government
FGOVX
Fidelity Income Fund: Fidelity Government Income Fund
91%
3
60
0
0.76%
1.87%
Intermediate-Term Bond
PTRAX
PIMCO Funds: Total Return Fund; Administrative Class Shares
66%
3
60
0
0.8%
4.94%
Average Expense Ratio: 0.68%
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Model Portfolios
Description
The investment options have not been imported yet.