Investment Options
Total Available Funds:
21
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 Growth
FDIVX
Fidelity Diversified International Fund
98%
3
60
0
0.65%
1.59%
WORLD STOCK
MQIFX
Mutual Qualified Fund (Z) Stock Long-term Growth Fund
93%
3
60
0
0.78%
4.55%
Others
Target Date 2016-2020
FFFDX
Fidelity Freedom 2020 Fund
98%
3
60
0
0.58%
3.41%
Retirement Income
FFFAX
Fidelity Freedom Income Fund
98%
3
60
0
0.42%
2.89%
Target Date 2026-2030
FFFEX
Fidelity Freedom 2030 Fund
96%
3
60
0
0.66%
3.25%
Target Date 2036-2040
FFFFX
Fidelity Freedom 2040 Fund
95%
3
60
0
0.64%
1.26%
Target Date 2000-2010
FFFCX
Fidelity Freedom 2010 Fund
92%
3
60
0
0.49%
3.21%
Moderate Allocation
FPURX
Fidelity Puritan Fund
82%
3
60
0
0.5%
4.31%
Target Date 2000-2010
FFFBX
Fidelity Freedom 2000 Fund
0%
3
60
0
0.44%
0%
ROOT
CASH
Fidelity Institutional Money Market Portfolio
0%
1
60
0
NA
4.14%
ROOT
CASH
Fidelity Retirement Government Money Market Portfolio
0%
1
60
0
NA
4.14%
FIXED INCOME
High Yield Bond
FAGIX
Fidelity Capital & Income Fund
92%
3
60
0
0.93%
4.03%
Intermediate-Term Bond
PTRAX
PIMCO Total Return Fund – Administrative Class
66%
3
60
0
0.8%
4.94%
US EQUITY
LARGE BLEND
SEQUX
Sequoia Fund Stock Long-term Growth Fund
100%
3
60
0
1%
0%
LARGE GROWTH
FBGRX
Fidelity Blue Chip Growth Fund
99%
3
60
0
0.69%
0%
LARGE VALUE
PZFVX
John Hancock Classic Value Fund
92%
3
60
0
0.88%
16.4%
LARGE BLEND
FUSEX
Spartan U.S. Equity Index Pool Fund
79%
3
60
0
0.09%
1.79%
LARGE GROWTH
FMAGX
Fidelity Magellan Fund
75%
3
60
0
0.52%
0.34%
MID-CAP BLEND
FLPSX
Fidelity Low-Priced Stock Fund
1%
3
60
0
0.92%
1.69%
SMALL BLEND
RLPHX
Royce Low Priced Stock Fund
0%
3
60
0
1.26%
6.51%
Mid-Cap Growth
DGRDX
MSIFT Mid Cap Growth Portfolio – Administrative Class
0%
3
60
0
0.72%
0%
Average Expense Ratio: 0.68%
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Related Retirement Plans
Model Portfolios
The plan consists of 22 funds. It covers 3 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.