Investment Options
Total Available Funds:
13
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
RERFX
EuroPacific Growth Fund; Class R-5 Shares
94%
3
60
0
0.84%
1.86%
Foreign Large Blend
AEPGX
EuroPacific Growth Fund; Class A Shares
57%
3
60
0
0.9%
3.64%
Others
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%
Moderate Allocation
FBALX
Fidelity Puritan Trust: Fidelity Balanced Fund
80%
3
60
0
0.5%
1.59%
US EQUITY
LARGE BLEND
FDEQX
Fidelity Capital Trust: Fidelity Disciplined Equity Fund
96%
3
60
0
0.37%
0.32%
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%
Small Growth
AUSAX
Columbia Acorn Trust: Columbia Acorn USA Fund; Class Z Shares
0%
3
60
0
1.08%
0%
MID-CAP BLEND
PESPX
Dreyfus Midcap Index Fund
0%
3
60
0
0.51%
15.85%
Small Growth
CAUIX
Columbia Acorn Trust: Columbia Acorn USA Fund; Class I Shares
0%
3
60
0
0.95%
NA
LARGE BLEND
VIFSX
Vanguard Index Funds: Vanguard 500 Index Fund; Signal Shares
0%
3
60
0
0.05%
2.03%
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: 0.63%
Sign up to get fund ranking change alerts
Related Retirement Plans
Model Portfolios
Description
The investment options have not been imported yet.