Investment Options
Total Available Funds:
17
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
WORLD STOCK
RWIFX
Capital World Growth & Income Fund; Class R-5 Shares
92%
3
60
0
0.75%
1.99%
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 2000-2010
FFFCX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
92%
3
60
0
0.49%
3.21%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIMCO Funds: Total Return Fund; Institutional Class Shares
97%
3
60
0
0.83%
3.98%
US EQUITY
LARGE GROWTH
NBSRX
Neuberger Berman Equity Funds: Neuberger Berman Socially Responsive Fund; Investor Class Shares
99%
3
60
0
1.06%
0.22%
LARGE BLEND
FLCSX
Fidelity Commonwealth Trust: Large Cap Stock Fund
96%
3
60
0
0.76%
0.99%
LARGE VALUE
MEIJX
MFS Series Trust I: MFS Value Fund; Class R4 Shares
91%
3
60
0
0.8%
8.61%
Small Growth
MECIX
Managers Funds: Managers Cadence Emerging Companies Fund; Institutional Class Shares
83%
3
60
0
1.43%
0%
MID-CAP VALUE
TRMCX
T Rowe Price Mid-Cap Value Fund
81%
3
60
0
0.83%
7.78%
LARGE BLEND
VINIX
Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
78%
3
60
0
0.02%
1.36%
LARGE BLEND
ITHAX
Hartford Mutual Funds
56%
3
60
0
0.79%
0.31%
Mid-Cap Growth
NBGNX
Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Investor Class
24%
3
60
0
0.84%
0%
Average Expense Ratio: 0.69%
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Description
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