Investment Options
Total Available Funds: 30
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
Emerging Market
DIVERSIFIED EMERGING MKTS
LZEMX Lazard Emerging Mkts Equity Portfolio-Institutional
91%
3
60
0
1.07%
4.97%
INTERNATIONAL EQUITY
Foreign Large Growth
FDIKX Fidelity Diversified International Fund K
72%
3
60
0
0.99%
4.5%
Foreign Large Blend
HIINX Harbor Capital Investors Harbor International Fund
60%
3
60
0
0.69%
2.63%
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 2011-2015
FFVFX Fidelity Freedom 2015
98%
3
60
0
0.54%
3.2%
Target Date 2026-2030
FFFEX Fidelity Freedom 2030
96%
3
60
0
0.66%
3.25%
Target Date 2036-2040
FFFFX Fidelity Freedom 2040
95%
3
60
0
0.64%
1.26%
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%
1.55%
Target Date 2050+
FFFHX Fidelity Freedom 2050
94%
3
60
0
0.75%
3.56%
Target Date 2000-2010
FFFCX Fidelity Freedom 2010
92%
3
60
0
0.49%
3.21%
Target Date 2041-2045
FFFGX Fidelity Freedom 2045
91%
3
60
0
0.75%
3.67%
Target Date 2000-2010
FFFVX Fidelity Freedom 2005
87%
3
60
0
0.42%
2.92%
Moderate Allocation
FPUKX Fidelity Puritan Fund K
69%
3
60
0
0.5%
4.37%
Target Date 2000-2010
FFFBX Fidelity Freedom 2000
0%
3
60
0
0.44%
0%
ROOT
CASH Fidelity rtmt Money Mkt Portfolio
0%
1
60
0
NA
4.14%
FIXED INCOME
Intermediate-Term Bond
PTRAX Pacific Investment Management Company Total Return Fund - Administrative Class
66%
3
60
0
0.8%
4.94%
Intermediate-Term Bond
FBIDX Fidelity U.S. Bond Index
0%
3
60
0
0.13%
2.67%
US EQUITY
MID-CAP VALUE
FDVLX Fidelity Stable Value
99%
3
60
0
0.76%
0.99%
LARGE VALUE
AAGPX American Beacon Large Cap Value Fund - Investor Class
98%
3
60
0
0.94%
1.57%
SMALL VALUE
PSVIX Allianz NFJ Small-Cap Value Fund - Institutional Class
93%
3
60
0
0.91%
1.89%
MID-CAP VALUE
GCMAX Goldman Sachs Mid Cap Value class A
93%
3
60
0
1.18%
0.54%
Mid-Cap Growth
MGOYX Munder Capital Management Mid-Cap Core Growth Class Y
82%
3
60
0
1.57%
4.61%
LARGE BLEND
FSMAX Spartan 500 Index - Adv Class
69%
3
60
0
0.03%
1.13%
LARGE GROWTH
FCNKX Fidelity Contrafund K
68%
3
60
0
0.55%
4.38%
MID-CAP BLEND
FLPSX Fidelity Low-priced Stock Fund
1%
3
60
0
0.92%
1.69%
MID-CAP BLEND
FSEVX Spartan Extended Mkt Index Fund - Adv Class
0%
3
60
0
0.07%
1.17%
Small Growth
AUSAX Columbia Acorn USA Fund Class Z
0%
3
60
0
1.08%
0%
SMALL BLEND
SSMVX Wells Fargo Adv Small Cap Value Fund - Investor Class
0%
3
60
0
1.35%
0%
Average Expense Ratio: 0.7%
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Related Retirement Plans
Model Portfolios
The plan consists of 30 funds. It covers 4 major asset classes and 24 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and Emerging Market Equity.
