Investment Options
Total Available Funds: 14
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 SMALL/MID GROWTH
ACINX Columbia Acorn International Z
99%
3
60
0
1.48%
0%
Foreign Large Blend
FDIKX Fidelity Diversified International K
72%
3
60
0
0.99%
4.47%
Others
Retirement Income
FFFAX Fidelity Freedom Income
98%
3
60
0
0.42%
3.08%
Target Date 2036-2040
FFFFX Fidelity Freedom 2040
95%
3
60
0
0.64%
1.87%
Target Date 2046-2050
FFFHX Fidelity Freedom 2050
94%
3
60
0
0.75%
1.94%
Moderate Allocation
FBAKX Fidelity Balanced K
70%
3
60
0
0.5%
2.68%
Target Date 2041-2045
FFKGX Fidelity Freedom K 2045
0%
3
60
0
0.63%
3.92%
Target Date 2026-2030
FFKEX Fidelity Freedom K 2030
0%
3
60
0
0.59%
3.82%
US EQUITY
MID-CAP VALUE
GCMAX Goldman Sachs Mid Cap Value A
93%
3
60
0
1.18%
4.99%
MID-CAP VALUE
GSMCX Goldman Sachs Mid Cap Value Instl
83%
3
60
0
1.18%
5.28%
MID-CAP BLEND
FSLCX Fidelity Small Cap Stock
82%
3
60
0
0.67%
0.02%
LARGE VALUE
AADEX American Beacon Lg Cap Value Inst
78%
3
60
0
0.94%
5.74%
MID-CAP BLEND
FLPKX Fidelity Low-Priced Stock K
61%
3
60
0
0.82%
17.32%
FIXED INCOME
Intermediate-Term Bond
PTTRX PIMCO Total Return Instl
97%
3
60
0
0.83%
3.99%
Average Expense Ratio: 0.83%
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Model Portfolios
Description
The investment options have not been imported yet.
