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
DODFX
Dodge & Cox Funds: Dodge & Cox International Stock Fund
99%
3
60
0
0.52%
2.36%
Others
Target Date 2016-2020
FFFDX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
98%
3
60
0
0.58%
3.95%
Retirement Income
FFFAX
Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund
98%
3
60
0
0.42%
2.95%
Target Date 2031-2035
FFTHX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2035 Fund
95%
3
60
0
0.7%
2.19%
Target Date 2000-2010
FFFCX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
92%
3
60
0
0.49%
2.88%
Moderate Allocation
VWELX
Vanguard/Wellington Fund
90%
3
60
0
0.17%
6.15%
Target Date 2000-2010
FFFVX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund
87%
3
60
0
0.42%
3%
Target Date 2011-2015
FKVFX
Fidelity Aberdeen Street Trust: Fidelity Freedom K 2015 Fund
0%
3
60
0
0.51%
6.93%
Target Date 2000-2010
FFFBX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
0%
3
60
0
0.44%
6.09%
FIXED INCOME
Intermediate Government
CPTNX
American Century Government Income Trust: Government Bond Fund; Investor Class Shares
94%
3
60
0
0.36%
3.91%
Intermediate-Term Bond
DODIX
Dodge & Cox Funds: Dodge & Cox Income Fund
87%
3
60
0
0.33%
4.08%
US EQUITY
MID-CAP VALUE
GCMAX
Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Class A Shares
93%
3
60
0
1.18%
4.84%
LARGE GROWTH
VHCAX
Vanguard Horizon Funds: Vanguard Capital Opportunity Fund; Admiral Shares
91%
3
60
0
0.43%
5.17%
Mid-Cap Growth
RPMGX
T Rowe Price Mid-Cap Growth Fund
87%
3
60
0
1.29%
6.48%
LARGE BLEND
VINIX
Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
78%
3
60
0
0.02%
3.18%
LARGE BLEND
DNVYX
Davis New York Venture Fund
69%
3
60
0
1.75%
8.18%
MID-CAP BLEND
DMCVX
Advantage Funds
50%
3
60
0
1.14%
4.2%
MID-CAP BLEND
FLPSX
Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
1%
3
60
0
0.92%
16.99%
SMALL BLEND
RYLPX
Royce Fund: Royce Low-Priced Stock Fund; Service Class Shares
0%
3
60
0
1.51%
15.78%
Average Expense Ratio: 0.69%
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