Investment Options
Total Available Funds:
11
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
FOSFX
Fidelity Investment Trust: Fidelity Overseas Fund
88%
3
60
0
0.95%
1.05%
Foreign Large Blend
JAIEX
Janus Investment Fund: Janus International Equity Fund; Class A Shares
0%
3
60
0
1.23%
0%
Others
Moderate Allocation
FPURX
Fidelity Puritan Trust: Fidelity Puritan Fund
82%
3
60
0
0.5%
4.31%
FIXED INCOME
Intermediate-Term Bond
PTTAX
PIMCO Funds: Total Return Fund; Class A Shares
65%
3
60
0
0.8%
4.84%
US EQUITY
LARGE GROWTH
FFIDX
Fidelity Hastings Street Trust: Fidelity Fund
100%
3
60
0
0.46%
0.59%
MID-CAP VALUE
JMCVX
Janus Investment Fund: Perkins Mid Cap Value Fund; Class T Shares
98%
3
60
0
0.91%
1%
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%
LARGE BLEND
FUSEX
Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
79%
3
60
0
0.09%
1.79%
LARGE GROWTH
CVGRX
Calamos Investment Trust: Calamos Growth Fund; Class A Shares
53%
3
60
0
1.05%
0%
MID-CAP BLEND
FLPSX
Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
1%
3
60
0
0.92%
1.69%
Average Expense Ratio: 0.73%
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Model Portfolios
Description
The investment options have not been imported yet.