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
Foreign Large Blend
FSIIX
Fidelity Spartan International Index Inv
86%
3
60
0
0.17%
3.07%
Others
Target Date 2016-2020
FFFDX
Fidelity Freedom 2020
98%
3
60
0
0.58%
2.73%
Retirement Income
FFFAX
Fidelity Freedom Income
98%
3
60
0
0.42%
2.86%
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%
Target Date 2021-2025
FFTWX
Fidelity Freedom 2025
95%
3
60
0
0.34%
2.19%
Target Date 2031-2035
FFTHX
Fidelity Freedom 2035
95%
3
60
0
0.7%
2%
Target Date 2000-2010
FFFCX
Fidelity Freedom 2010
92%
3
60
0
0.49%
2.78%
Target Date 2000-2010
FFFVX
Fidelity Freedom 2005
87%
3
60
0
0.42%
2.96%
Target Date 2000-2010
FFFBX
Fidelity Freedom 2000
0%
3
60
0
0.44%
6.09%
FIXED INCOME
Intermediate-Term Bond
PTTAX
PIMCO Total Return A
65%
3
60
0
0.8%
3.67%
US EQUITY
LARGE VALUE
MEIJX
MFS Value R4
91%
3
60
0
0.8%
8.58%
LARGE GROWTH
FDGRX
Fidelity Growth Company
90%
3
60
0
0.79%
4.56%
MID-CAP BLEND
FLPKX
Fidelity Low-Priced Stock K
61%
3
60
0
0.82%
17.28%
LARGE BLEND
ITHAX
Hartford Capital Appreciation A
56%
3
60
0
0.79%
0.59%
Mid-Cap Growth
JDMAX
Janus Enterprise A
4%
3
60
0
1.14%
8.15%
SMALL BLEND
RYLPX
Royce Low Priced Stock Svc
0%
3
60
0
1.51%
15.78%
Average Expense Ratio: 0.68%
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Model Portfolios
Description
The investment options have not been imported yet.