Investment Options
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
FAMKX
Fidelity Advisor Series VIII: Fidelity Advisor Emerging Markets Fund; Class A Shares
51%
3
60
0
2.12%
1.29%
INTERNATIONAL EQUITY
Foreign Large Blend
FADIX
Fidelity Advisor Series VIII: Fidelity Advisor Diversified International Fund; Class T Shares
38%
3
60
0
0.91%
3.92%
Others
Equity Energy
FANAX
Fidelity Advisor Series VII: Fidelity Advisor Energy Fund; Class A Shares
76%
3
60
0
1.05%
2.21%
Moderate Allocation
FASGX
Fidelity Charles Street Trust: Fidelity Asset Manager 70%
75%
3
60
0
0.97%
1.83%
Financial
FAFDX
Fidelity Advisor Series VII: Fidelity Advisor Financial Services Fund; Class A Shares
70%
3
60
0
1.28%
2.78%
Target Date 2000-2010
FFTVX
Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2005 Fund; Class T Shares
56%
3
60
0
1.47%
2.3%
US EQUITY
LARGE VALUE
EQPIX
Fidelity Advisor Series I: Fidelity Advisor Equity Income Fund; Institutional Class Shares
73%
3
60
0
0.65%
5.13%
LARGE BLEND
FDESX
Fidelity Destiny Portfolios: Fidelity Advisor Diversified Stock Fund; Class O Shares
68%
3
60
0
1.12%
4.04%
Small Growth
AUSAX
Columbia Acorn Trust: Columbia Acorn USA Fund; Class Z Shares
0%
3
60
0
1.08%
3.97%
Average Expense Ratio: 1.18%
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Model Portfolios
Description
The investment options have not been imported yet.