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%
4.34%
Foreign Large Blend
FIGRX
Fidelity International Discovery
90%
3
60
0
0.99%
1.95%
Foreign Large Blend
VWIGX
Vanguard International Growth Inv
83%
3
60
0
0.45%
1.85%
Foreign Large Value
TEMFX
Templeton Foreign A
55%
3
60
0
0.85%
2.57%
Others
Retirement Income
FFFAX
Fidelity Freedom Income
98%
3
60
0
0.42%
2.86%
Target Date 2000-2010
FFFVX
Fidelity Freedom 2005
87%
3
60
0
0.42%
2.96%
Target Date 2000-2010
FFFBX
Fidelity Freedom 2000
0%
3
60
0
0.44%
6.09%
FIXED INCOME
Inflation-Protected Bond
VIPSX
Vanguard Inflation-Protected Secs Inv
98%
3
60
0
0.07%
3.88%
Intermediate Government
FGMNX
Fidelity GNMA Fund
87%
3
60
0
0.45%
3.45%
US EQUITY
SMALL BLEND
NAESX
Vanguard Small Cap Index Inv
99%
3
60
0
0.03%
1.62%
MID-CAP BLEND
VIMSX
Vanguard Mid Cap Index Inv
98%
3
60
0
0.04%
1.67%
LARGE BLEND
VFINX
Vanguard 500 Index Investor
98%
3
60
0
0.14%
1.57%
MID-CAP VALUE
VMVIX
Vanguard Mid-Cap Value Index Inv
96%
3
60
0
0.19%
2.38%
LARGE GROWTH
FCNTX
Fidelity Contrafund
96%
3
60
0
0.55%
3.75%
Mid-Cap Growth
RPMGX
T. Rowe Price Mid-Cap Growth
87%
3
60
0
1.29%
6.75%
LARGE BLEND
FUSEX
Fidelity Spartan 500 Index Inv
79%
3
60
0
0.09%
1.68%
Small Growth
VEXRX
Vanguard Explorer Adm
76%
3
60
0
0.34%
1.01%
MID-CAP BLEND
FSEMX
Fidelity Spartan Extended Mkt Index Inv
75%
3
60
0
0.1%
1.64%
MID-CAP BLEND
FLPSX
Fidelity Low-Priced Stock
1%
3
60
0
0.92%
17.18%
Average Expense Ratio: 0.44%
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