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
FDIVX
Fidelity Diversified International
98%
3
60
0
0.65%
1.59%
Foreign Large Blend
REREX
American Funds EuroPacific Gr R4
57%
3
60
0
0.9%
3.74%
Others
Target Date 2016-2020
FFFDX
Fidelity Freedom 2020
98%
3
60
0
0.58%
3.41%
Retirement Income
FFFAX
Fidelity Freedom Income
98%
3
60
0
0.42%
2.89%
Target Date 2026-2030
FFFEX
Fidelity Freedom 2030
96%
3
60
0
0.66%
3.25%
Retirement Income
FFKAX
Fidelity Freedom K Income
0%
3
60
0
0.39%
1.34%
Target Date 2031-2035
FKTHX
Fidelity Freedom K 2035
0%
3
60
0
0.62%
1.45%
Target Date 2000-2010
FFFBX
Fidelity Freedom 2000
0%
3
60
0
0.44%
0%
Target Date 2026-2030
FFKEX
Fidelity Freedom K 2030
0%
3
60
0
0.59%
1.74%
US EQUITY
MID-CAP VALUE
JMCVX
Perkins Mid Cap Value T
98%
3
60
0
0.91%
1%
LARGE VALUE
FEQIX
Fidelity Equity-Income
98%
3
60
0
0.57%
1.67%
LARGE GROWTH
FDGRX
Fidelity Growth Company
90%
3
60
0
0.79%
4.95%
Mid-Cap Growth
MPEGX
Morgan Stanley Inst Mid Cap Growth I
80%
3
60
0
0.74%
0%
LARGE GROWTH
FMAGX
Fidelity Magellan
75%
3
60
0
0.52%
0.34%
LARGE BLEND
DNVYX
Davis NY Venture Y
69%
3
60
0
1.75%
8.03%
SMALL BLEND
VSISX
Vanguard Small Cap Index Signal
0%
3
60
0
0.16%
1.67%
FIXED INCOME
Intermediate-Term Bond
WACPX
Western Asset Core Plus Bond I
78%
3
60
0
0.82%
4.45%
Intermediate-Term Bond
FXSTX
Spartan U.S. Bond Index Instl
0%
3
60
0
0.03%
2.75%
Intermediate-Term Bond
FBIDX
Spartan U.S. Bond Index Investor
0%
3
60
0
0.13%
2.67%
Average Expense Ratio: 0.61%
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