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
RERGX American Funds EuroPacific Gr R6
32%
3
60
0
0.9%
4.03%
Others
Retirement Income
FFFAX Fidelity Freedom Income
98%
3
60
0
0.42%
2.89%
Target Date 2036-2040
FFFFX Fidelity Freedom 2040
95%
3
60
0
0.64%
1.26%
Retirement Income
FFKAX Fidelity Freedom K Income
0%
3
60
0
0.39%
1.34%
Target Date 2036-2040
FFKFX Fidelity Freedom K 2040
0%
3
60
0
0.62%
1.49%
FIXED INCOME
Inflation-Protected Bond
VIPSX Vanguard Inflation-Protected Secs Inv
98%
3
60
0
0.07%
4.24%
Intermediate-Term Bond
PTTRX PIMCO Total Return Instl
97%
3
60
0
0.83%
3.98%
Inflation-Protected Bond
VAIPX Vanguard Inflation-Protected Secs Adm
91%
3
60
0
0.07%
4.34%
US EQUITY
LARGE VALUE
AAGPX American Beacon Lg Cap Value Inv
98%
3
60
0
0.94%
1.57%
Mid-Cap Growth
NBGEX Neuberger Berman Genesis Tr
96%
3
60
0
0.84%
0%
LARGE GROWTH
FCNTX Fidelity Contrafund
96%
3
60
0
0.55%
4.32%
SMALL BLEND
STSVX Dreyfus/The Boston Co Sm Cp Val I
82%
3
60
0
1.03%
8.67%
LARGE VALUE
AADEX American Beacon Lg Cap Value Inst
78%
3
60
0
0.94%
1.65%
LARGE GROWTH
FCNKX Fidelity Contrafund K
68%
3
60
0
0.55%
4.38%
MID-CAP BLEND
FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
0%
3
60
0
0.07%
1.17%
Average Expense Ratio: 0.59%
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Model Portfolios
Description
The investment options have not been imported yet.
