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
Others
Target Date 2036-2040
FFFFX
Fidelity Freedom 2040
95%
3
60
0
0.64%
1.87%
Target Date 2036-2040
FBIFX
Fidelity Freedom Index 2040 W
35%
3
60
0
0.12%
2.14%
COMMODITIES
COMMODITIES BROAD BASKET
CRSOX
Credit Suisse Commodity Ret Strat Instl
73%
3
60
0
1.8%
3.2%
FIXED INCOME
Inflation-Protected Bond
WAIIX
Western Asset Inflation Idxd Plus Bd I
79%
3
60
0
0.82%
2.98%
Intermediate-Term Bond
FTHRX
Fidelity Intermediate Bond
78%
3
60
0
0.45%
3.19%
Intermediate-Term Bond
FBNDX
Fidelity Investment Grade Bond
76%
3
60
0
0.76%
3.72%
Inflation-Protected Bond
FINPX
Fidelity Inflation-Protected Bond
0%
3
60
0
0.45%
5.42%
US EQUITY
LARGE GROWTH
FBGRX
Fidelity Blue Chip Growth
99%
3
60
0
0.69%
1.18%
LARGE VALUE
FEQIX
Fidelity Equity-Income
98%
3
60
0
0.57%
4.85%
LARGE VALUE
FEQTX
Fidelity Equity Dividend Income
97%
3
60
0
0.58%
5.64%
LARGE GROWTH
FDGRX
Fidelity Growth Company
90%
3
60
0
0.79%
4.53%
Mid-Cap Growth
FMCSX
Fidelity Mid-Cap Stock
77%
3
60
0
0.75%
2.84%
Mid-Cap Growth
FDEGX
Fidelity Growth Strategies
72%
3
60
0
0.72%
0.06%
LARGE GROWTH
FFTYX
Fidelity Fifty
20%
3
60
0
1.65%
4.08%
Average Expense Ratio: 0.77%
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Model Portfolios
Description
The investment options have not been imported yet.