REAL ESTATE |
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Global Real Estate |
TAREX |
Third Avenue Real Estate Value Instl |
89% |
3 |
60 |
0 |
1.05%
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5.31%
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Emerging Market |
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DIVERSIFIED EMERGING MKTS |
ODVYX |
Oppenheimer Developing Markets Y |
89% |
3 |
60 |
0 |
0.84%
|
0.78%
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INTERNATIONAL EQUITY |
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Foreign Large Value |
VTRIX |
Vanguard International Value Inv |
99% |
3 |
60 |
0 |
0.39%
|
2.65%
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Foreign Large Blend |
FDIVX |
Fidelity Diversified International |
98% |
3 |
60 |
0 |
0.65%
|
4.01%
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Foreign Large Blend |
FSIVX |
Fidelity Spartan Intl Idx Advtg |
0% |
3 |
60 |
0 |
0.07%
|
2.62%
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Others |
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Target Date 2016-2020 |
FFFDX |
Fidelity Freedom 2020 |
98% |
3 |
60 |
0 |
0.58%
|
2.56%
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Retirement Income |
FFFAX |
Fidelity Freedom Income |
98% |
3 |
60 |
0 |
0.42%
|
2.81%
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Target Date 2026-2030 |
FFFEX |
Fidelity Freedom 2030 |
96% |
3 |
60 |
0 |
0.66%
|
1.8%
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Target Date 2036-2040 |
FFFFX |
Fidelity Freedom 2040 |
95% |
3 |
60 |
0 |
0.64%
|
1.6%
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Target Date 2046-2050 |
FFFHX |
Fidelity Freedom 2050 |
94% |
3 |
60 |
0 |
0.75%
|
1.65%
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Target Date 2000-2010 |
FFFCX |
Fidelity Freedom 2010 |
92% |
3 |
60 |
0 |
0.49%
|
2.68%
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Moderate Allocation |
FPURX |
Fidelity Puritan |
82% |
3 |
60 |
0 |
0.5%
|
4.97%
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FIXED INCOME |
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Intermediate-Term Bond |
PTTRX |
PIMCO Total Return Instl |
97% |
3 |
60 |
0 |
0.83%
|
4.1%
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WORLD BOND |
OIBYX |
Oppenheimer International Bond Y |
94% |
3 |
60 |
0 |
0.71%
|
5.12%
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High Yield Bond |
FAGIX |
Fidelity Capital & Income |
91% |
3 |
60 |
0 |
0.93%
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5.2%
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Inflation-Protected Bond |
PRRIX |
PIMCO Real Return Instl |
80% |
3 |
60 |
0 |
1.37%
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3.39%
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Intermediate-Term Bond |
FSITX |
Fidelity Spartan US Bond Idx Advtg |
0% |
3 |
60 |
0 |
0.11%
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0%
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US EQUITY |
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MID-CAP VALUE |
JMCVX |
Perkins Mid Cap Value T |
98% |
3 |
60 |
0 |
0.91%
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8.87%
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LARGE VALUE |
FEQIX |
Fidelity Equity-Income |
98% |
3 |
60 |
0 |
0.57%
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4.3%
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LARGE GROWTH |
FCNTX |
Fidelity Contrafund |
96% |
3 |
60 |
0 |
0.55%
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2.71%
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LARGE GROWTH |
FDGRX |
Fidelity Growth Company |
90% |
3 |
60 |
0 |
0.79%
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3.32%
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MID-CAP VALUE |
JMVSX |
JPMorgan Mid Cap Value Sel |
85% |
3 |
60 |
0 |
1.14%
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5.76%
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Mid-Cap Growth |
FMCSX |
Fidelity Mid-Cap Stock |
77% |
3 |
60 |
0 |
0.75%
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2.46%
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Mid-Cap Growth |
BGRFX |
Baron Growth Retail |
40% |
3 |
60 |
0 |
1.3%
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1.84%
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MID-CAP BLEND |
FLPSX |
Fidelity Low-Priced Stock |
1% |
3 |
60 |
0 |
0.92%
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17.04%
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SMALL BLEND |
VSISX |
Vanguard Small Cap Index Signal |
0% |
3 |
60 |
0 |
0.16%
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1.67%
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LARGE BLEND |
FXSIX |
Fidelity Spartan 500 Index Institutional |
0% |
3 |
60 |
0 |
0.04%
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0%
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MID-CAP BLEND |
FSEVX |
Fidelity Spartan Extnd Mkt Idx Advtg |
0% |
3 |
60 |
0 |
0.07%
|
1.17%
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SMALL BLEND |
RYLPX |
Royce Low Priced Stock Svc |
0% |
3 |
60 |
0 |
1.51%
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6.35%
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