Investment Options
Total Available Funds:
22
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
DODFX
Dodge & Cox International Stock
99%
3
60
0
0.52%
2.19%
Others
Target Date 2016-2020
FFFDX
Fidelity Freedom 2020
98%
3
60
0
0.58%
2.56%
Retirement Income
FFFAX
Fidelity Freedom Income
98%
3
60
0
0.42%
2.81%
Target Date 2011-2015
FFVFX
Fidelity Freedom 2015
98%
3
60
0
0.54%
2.56%
Target Date 2026-2030
FFFEX
Fidelity Freedom 2030
96%
3
60
0
0.66%
1.8%
Target Date 2036-2040
FFFFX
Fidelity Freedom 2040
95%
3
60
0
0.64%
1.6%
Target Date 2021-2025
FFTWX
Fidelity Freedom 2025
95%
3
60
0
0.34%
2.01%
Target Date 2031-2035
FFTHX
Fidelity Freedom 2035
95%
3
60
0
0.7%
1.76%
Target Date 2046-2050
FFFHX
Fidelity Freedom 2050
94%
3
60
0
0.75%
1.65%
Target Date 2000-2010
FFFCX
Fidelity Freedom 2010
92%
3
60
0
0.49%
2.68%
Target Date 2041-2045
FFFGX
Fidelity Freedom 2045
91%
3
60
0
0.75%
1.71%
Target Date 2000-2010
FFFVX
Fidelity Freedom 2005
87%
3
60
0
0.42%
2.9%
Target Date 2051+
FDEEX
Fidelity Freedom 2055
74%
3
60
0
0.65%
2.66%
Target Date 2000-2010
FFFBX
Fidelity Freedom 2000
0%
3
60
0
0.44%
0%
US EQUITY
LARGE GROWTH
FCNTX
Fidelity Contrafund
96%
3
60
0
0.55%
2.71%
Small Growth
TSCPX
TimesSquare Small Cap Growth Prem
93%
3
60
0
1.19%
0%
SMALL BLEND
LRSYX
Lord Abbett Small Cap Value I
92%
3
60
0
1.43%
0.26%
LARGE VALUE
TILCX
T. Rowe Price Instl Large Cap Value
82%
3
60
0
0.56%
7.86%
LARGE GROWTH
CHCGX
Chesapeake Core Growth
29%
3
60
0
1.76%
0%
MID-CAP BLEND
FSEVX
Fidelity Spartan Extnd Mkt Idx Advtg
0%
3
60
0
0.07%
1.17%
LARGE BLEND
FUSVX
Fidelity Spartan 500 Index Advtg
0%
3
60
0
0.04%
1.84%
FIXED INCOME
Intermediate-Term Bond
VBMFX
Vanguard Total Bond Market Index Inv
100%
3
60
0
0.15%
3.28%
Average Expense Ratio: 0.62%
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Model Portfolios
Description
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