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
INTERNATIONAL EQUITY
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%
Retirement Income
FFFAX
Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund
98%
3
60
0
0.42%
2.89%
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 2036-2040
FFFFX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
95%
3
60
0
0.64%
1.26%
Target Date 2021-2025
FFTWX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund
95%
3
60
0
0.34%
2.01%
Target Date 2031-2035
FFTHX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2035 Fund
95%
3
60
0
0.7%
1.55%
US EQUITY
Mid-Cap Growth
NBGEX
Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Trust Class
96%
3
60
0
0.84%
0%
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%
FIXED INCOME
Intermediate-Term Bond
FBNDX
Fidelity Salem Street Trust: Fidelity Investment Grade Bond Fund
76%
3
60
0
0.76%
3.71%
Average Expense Ratio: 0.62%
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Model Portfolios
Description
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