Investment Options
Total Available Funds: 19
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
40%
3
60
0
0.17%
0%
Others
Target Date 2041-2045
FFFGX Fidelity Freedom 2045
88%
3
60
0
0.75%
3.67%
Target Date 2036-2040
FFFFX Fidelity Freedom 2040
86%
3
60
0
0.64%
1.26%
Target Date 2046-2050
FFFHX Fidelity Freedom 2050
82%
3
60
0
0.75%
3.56%
Target Date 2031-2035
FFTHX Fidelity Freedom 2035
82%
3
60
0
0.7%
1.55%
Target Date 2026-2030
FFFEX Fidelity Freedom 2030
79%
3
60
0
0.66%
3.25%
Target Date 2021-2025
FFTWX Fidelity Freedom 2025
77%
3
60
0
0.34%
2.01%
Target Date 2051+
FDEEX Fidelity Freedom 2055
67%
3
60
0
0.65%
2.66%
Target Date 2016-2020
FFFDX Fidelity Freedom 2020
60%
3
60
0
0.58%
3.41%
Target Date 2011-2015
FFVFX Fidelity Freedom 2015
52%
3
60
0
0.54%
3.2%
Target Date 2000-2010
FFFCX Fidelity Freedom 2010
36%
3
60
0
0.49%
3.21%
Retirement Income
FFFAX Fidelity Freedom Income
26%
3
60
0
0.42%
2.89%
Target Date 2000-2010
FFFVX Fidelity Freedom 2005
21%
3
60
0
0.42%
2.92%
Target Date 2000-2010
FFFBX Fidelity Freedom 2000
0%
3
60
0
0.44%
0%
US EQUITY
SMALL VALUE
AVPAX American Beacon Small Cp Val Inv
57%
3
60
0
1.28%
16.09%
LARGE GROWTH
RGAEX American Funds Growth Fund of Amer R4
45%
3
60
0
0.3%
0%
LARGE GROWTH
FFTYX Fidelity Fifty
20%
3
60
0
1.65%
0.55%
FIXED INCOME
Intermediate-Term Bond
PTTRX PIMCO Total Return Instl
76%
3
60
0
0.83%
3.98%
Intermediate-Term Bond
FSITX Fidelity Spartan US Bond Idx Advtg
0%
3
60
0
0.11%
0%
Average Expense Ratio: 0.62%
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Model Portfolios
Description
The investment options have not been imported yet.
