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
FSIIX
SPTN INTL INDEX ADV
86%
3
60
0
0.17%
3.03%
Others
Target Date 2016-2020
FFFDX
FID FREEDOM 2020
98%
3
60
0
0.58%
3.95%
Target Date 2011-2015
FFVFX
FID FREEDOM 2015
98%
3
60
0
0.54%
3.57%
Retirement Income
FFFAX
FID FREEDOM INCOME
98%
3
60
0
0.42%
2.95%
Target Date 2026-2030
FFFEX
FID FREEDOM 2030
95%
3
60
0
0.66%
2.45%
Target Date 2036-2040
FFFFX
FID FREEDOM 2040
95%
3
60
0
0.64%
1.93%
Target Date 2021-2025
FFTWX
FID FREEDOM 2025
95%
3
60
0
0.34%
2.94%
Target Date 2031-2035
FFTHX
FID FREEDOM 2035
95%
3
60
0
0.7%
2.19%
Target Date 2046-2050
FFFHX
FID FREEDOM 2050
94%
3
60
0
0.75%
1.58%
Target Date 2000-2010
FFFCX
FID FREEDOM 2010
92%
3
60
0
0.49%
2.88%
Target Date 2041-2045
FFFGX
FID FREEDOM 2045
91%
3
60
0
0.75%
1.63%
Target Date 2000-2010
FFFVX
FID FREEDOM 2005
87%
3
60
0
0.42%
3%
Target Date 2051+
FDEEX
FID FREEDOM 2055
74%
3
60
0
0.65%
1.57%
Target Date 2000-2010
FFFBX
FID FREEDOM 2000
0%
3
60
0
0.44%
6.09%
US EQUITY
Mid-Cap Growth
MPEGX
MSIF MID CAP GRTH I
80%
3
60
0
0.74%
0%
LARGE GROWTH
RGAEX
AF GRTH FUND AMER R4
39%
3
60
0
0.3%
7.82%
LARGE BLEND
FUSVX
SPTN 500 INDEX ADV
0%
3
60
0
0.04%
2.05%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIM TOTAL RT INST
97%
3
60
0
0.83%
4.18%
Intermediate-Term Bond
FSITX
SPTN US BOND IDX ADV
0%
3
60
0
0.11%
2.65%
Average Expense Ratio: 0.5%
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Model Portfolios
Description
The investment options have not been imported yet.