Investment Options
Total Available Funds: 15
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
Emerging Market
DIVERSIFIED EMERGING MKTS
FEMKX Fidelity Emerging Markets
83%
3
60
0
0.9%
1.09%
Others
Target Date 2046-2050
FFFHX Fidelity Freedom 2050
94%
3
60
0
0.75%
3.56%
Moderate Allocation
FASGX Fidelity Asset Manager 70%
75%
3
60
0
0.97%
1.67%
Target Date 2036-2040
FAFFX Fidelity Advisor Freedom 2040 A
57%
3
60
0
1.75%
1.52%
Target Date 2031-2035
FKTHX Fidelity Freedom K 2035
0%
3
60
0
0.62%
1.45%
Target Date 2021-2025
FKTWX Fidelity Freedom K 2025
0%
3
60
0
0.58%
1.47%
Target Date 2041-2045
FFKGX Fidelity Freedom K 2045
0%
3
60
0
0.63%
1.31%
Target Date 2036-2040
FFKFX Fidelity Freedom K 2040
0%
3
60
0
0.62%
1.49%
Target Date 2026-2030
FFKEX Fidelity Freedom K 2030
0%
3
60
0
0.59%
1.74%
FIXED INCOME
Intermediate Government
FGOVX Fidelity Government Income
91%
3
60
0
0.76%
1.87%
Intermediate-Term Bond
PBDAX PIMCO Investment Grade Corp Bd A
58%
3
60
0
0.61%
3.76%
Short-Term Bond
PTLAX PIMCO Low Duration A
54%
3
60
0
1.05%
3.77%
Intermediate Government
FVIAX Fidelity Advisor Government Income A
20%
3
60
0
0.76%
1.62%
US EQUITY
LARGE GROWTH
CSIEX Calvert Equity A
50%
3
60
0
0.59%
1.81%
MID-CAP BLEND
GTAGX Invesco Mid Cap Core Equity A
0%
3
60
0
1.23%
0.32%
Average Expense Ratio: 0.83%
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Model Portfolios
Description
The investment options have not been imported yet.
