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
INTERNATIONAL EQUITY
Foreign Large Blend
DODFX
Dodge & Cox International Stock
99%
3
60
0
0.52%
2.42%
Foreign Large Blend
FIGRX
Fidelity International Discovery
90%
3
60
0
0.99%
1.96%
Others
Target Date 2026-2030
FFFEX
Fidelity Freedom 2030
96%
3
60
0
0.66%
1.99%
Target Date 2036-2040
FFFFX
Fidelity Freedom 2040
95%
3
60
0
0.64%
1.87%
Moderate Allocation
FBALX
Fidelity Balanced
80%
3
60
0
0.5%
2.6%
Moderate Allocation
FBAKX
Fidelity Balanced K
70%
3
60
0
0.5%
2.68%
FIXED INCOME
Intermediate-Term Bond
FTBFX
Fidelity Total Bond
81%
3
60
0
0.5%
4.15%
US EQUITY
LARGE GROWTH
FCNTX
Fidelity Contrafund
96%
3
60
0
0.55%
3.75%
LARGE VALUE
NFJEX
Allianz NFJ Dividend Value Instl
87%
3
60
0
1.04%
14.53%
SMALL VALUE
NSVAX
Columbia Small Cap Value II Z
86%
3
60
0
1.27%
7.5%
LARGE GROWTH
FCNKX
Fidelity Contrafund K
68%
3
60
0
0.55%
3.89%
SMALL VALUE
COVAX
Columbia Small Cap Value II A
46%
3
60
0
1.27%
7.41%
LARGE VALUE
ANDAX
Allianz NFJ Dividend Value Admin
33%
3
60
0
1.72%
13.87%
Small Growth
AUSAX
Columbia Acorn USA Z
0%
3
60
0
1.08%
3.97%
LARGE GROWTH
FEXPX
Fidelity Export & Multinational
0%
3
60
0
0.74%
1.52%
Average Expense Ratio: 0.84%
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Model Portfolios
Description
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