Investment Options
Total Available Funds:
25
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
REAL ESTATE
REAL ESTATE
TRREX
T. Rowe Price Real Estate
67%
3
60
0
1.09%
11.77%
INTERNATIONAL EQUITY
Foreign Large Growth
FDIVX
Fidelity Diversified International
98%
3
60
0
0.65%
1.59%
Foreign Small/Mid Value
FTFAX
Templeton Institutional Foregin Smaller Companies
0%
3
60
0
1.3%
2.22%
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%
ROOT
CASH
Fidelity Managed Income Portfolio
0%
0
60
0
NA
4.14%
Target Date 2000-2010
FFFBX
Fidelity Freedom 2000
0%
3
60
0
0.44%
0%
FIXED INCOME
Intermediate-Term Bond
VBMFX
Vanguard Total Bond market Index Sig
100%
3
60
0
0.15%
3.15%
Intermediate-Term Bond
FTHRX
Fidelity Intermediate Bond
78%
3
60
0
0.45%
3.11%
US EQUITY
LARGE GROWTH
TRBCX
T. Rowe Price Blue Chip Growth
100%
3
60
0
1.23%
0%
LARGE VALUE
FEQIX
Fidelity Equity Income
98%
3
60
0
0.57%
1.67%
LARGE GROWTH
FDGRX
Fidelity Growth Company
90%
3
60
0
0.79%
4.95%
LARGE BLEND
VINIX
Vanguard Institutional Index
78%
3
60
0
0.02%
1.36%
MID-CAP BLEND
FSEMX
Spartan Extended Market Index
75%
3
60
0
0.1%
0%
MID-CAP VALUE
ABSKX
ABF Small Cap Value
62%
3
60
0
0.86%
6%
MID-CAP BLEND
FLPSX
Fidelity Low Priced Stock
1%
3
60
0
0.92%
1.69%
Average Expense Ratio: 0.62%
Sign up to get fund ranking change alerts
Model Portfolios
The plan consists of 25 funds. It covers 4 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, REITs, Foreign Equity and Fixed Income.