Investment Options
Total Available Funds:
20
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
ODVYX
Oppenheimer Developing Markets Y
89%
3
60
0
0.84%
0.83%
INTERNATIONAL EQUITY
Foreign Large Blend
FDIKX
Fidelity Diversified International K
72%
3
60
0
0.99%
4.5%
WORLD STOCK
RWIGX
American Funds Capital World G/I R6
33%
3
60
0
0.53%
3.8%
Others
Retirement Income
FFKAX
Fidelity Freedom K Income
0%
3
60
0
0.39%
1.34%
Target Date 2050+
FDENX
Fidelity Freedom K 2055
0%
3
60
0
0.05%
0%
Target Date 2000-2010
FFKVX
Fidelity Freedom K 2005
0%
3
60
0
0.46%
1.44%
Target Date 2031-2035
FKTHX
Fidelity Freedom K 2035
0%
3
60
0
0.62%
1.45%
Target Date 2000-2010
FFKCX
Fidelity Freedom K 2010
0%
3
60
0
0.5%
2.15%
Target Date 2021-2025
FKTWX
Fidelity Freedom K 2025
0%
3
60
0
0.58%
1.47%
Target Date 2011-2015
FKVFX
Fidelity Freedom K 2015
0%
3
60
0
0.51%
2.06%
Target Date 2046-2050
FFKHX
Fidelity Freedom K 2050
0%
3
60
0
0.64%
1.28%
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 2016-2020
FFKDX
Fidelity Freedom K 2020
0%
3
60
0
0.54%
1.69%
Target Date 2026-2030
FFKEX
Fidelity Freedom K 2030
0%
3
60
0
0.59%
1.74%
FIXED INCOME
Intermediate-Term Bond
FXSTX
Spartan U.S. Bond Index Instl
0%
3
60
0
0.03%
2.75%
US EQUITY
SMALL VALUE
PSVIX
Allianz NFJ Small Cap Value Instl
93%
3
60
0
0.91%
1.89%
LARGE GROWTH
FGCKX
Fidelity Growth Company K
68%
3
60
0
0.79%
4.92%
LARGE BLEND
FXSIX
Fidelity Spartan 500 Index Institutional
0%
3
60
0
0.04%
0%
LARGE BLEND
FUSVX
Fidelity Spartan 500 Index Advtg
0%
3
60
0
0.04%
1.84%
Average Expense Ratio: 0.52%
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