Investment Options
Total Available Funds:
14
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 Investment Trust: Fidelity Diversified International Fund
98%
3
60
0
0.65%
1.59%
Others
Target Date 2016-2020
FFFDX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
98%
3
60
0
0.58%
3.41%
Target Date 2026-2030
FFFEX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
96%
3
60
0
0.66%
3.25%
Target Date 2036-2040
FFFFX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
95%
3
60
0
0.64%
1.26%
Target Date 2000-2010
FFFCX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
92%
3
60
0
0.49%
3.21%
Moderate Allocation
FBALX
Fidelity Puritan Trust: Fidelity Balanced Fund
80%
3
60
0
0.5%
1.59%
Target Date 2000-2010
FFFBX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
0%
3
60
0
0.44%
0%
US EQUITY
LARGE VALUE
FEQIX
Fidelity Devonshire Trust: Fidelity Equity-Income Fund
98%
3
60
0
0.57%
1.67%
LARGE GROWTH
FCNTX
Fidelity Contrafund
96%
3
60
0
0.55%
4.32%
Mid-Cap Growth
MPEGX
Morgan Stanley Institutional Fund Trust: Mid Cap Growth Portfolio; Class I Shares
80%
3
60
0
0.74%
0%
LARGE BLEND
FUSEX
Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
79%
3
60
0
0.09%
1.79%
MID-CAP BLEND
FLPSX
Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
1%
3
60
0
0.92%
1.69%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIMCO Funds: Total Return Fund; Institutional Class Shares
97%
3
60
0
0.83%
3.98%
Intermediate-Term Bond
FBIDX
Fidelity Salem Street Trust: Spartan US Bond Index Fund; Investor Class Shares
0%
3
60
0
0.13%
2.67%
Average Expense Ratio: 0.56%
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Related Retirement Plans
Model Portfolios
Description
The investment options have not been imported yet.