Investment Options
Total Available Funds: 13
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
REAL ESTATE
REAL ESTATE
FARCX NUVEEN REAL ESTATE I
88%
3
60
0
1.22%
3.2%
INTERNATIONAL EQUITY
Foreign Large Blend
FIADX FA INTL DISCOVERY I
90%
3
60
0
0.99%
1.95%
Foreign Large Blend
FAIDX Fidelity Investment Trust: Fidelity Advisor International Discovery Fund; Class A Shares
49%
3
60
0
0.99%
1.62%
Others
Target Date 2031-2035
FITHX FA FREEDOM 2035 I
91%
3
60
0
0.96%
1.9%
FIXED INCOME
Intermediate-Term Bond
ADFIX American Century Investment Trust: Diversified Bond Fund; Investor Class Shares
97%
3
60
0
0.39%
3.79%
US EQUITY
SMALL BLEND
FSCIX FA SMALL CAP I
91%
3
60
0
2.15%
4.01%
LARGE VALUE
PYEQX Pioneer Equity-Income Fund; Class Y Shares
90%
3
60
0
0.78%
18.31%
LARGE GROWTH
FINSX FA NEW INSIGHTS I
88%
3
60
0
0.7%
0.39%
LARGE BLEND
PYODX Pioneer Fund; Class Y Shares
85%
3
60
0
1.5%
3.05%
SMALL VALUE
FCVAX Fidelity Securities Fund: Fidelity Advisor Small Cap Value Fund; Class A Shares
63%
3
60
0
1.5%
4.03%
SMALL VALUE
VSCAX AIM Sector Funds (Invesco Sector Funds): Invesco Small Cap Value Fund; Class A Shares
62%
3
60
0
0.87%
0%
LARGE GROWTH
FNIAX Fidelity Contrafund: Fidelity Advisor New Insight Fund; Class A Shares
48%
3
60
0
0.7%
6.28%
MID-CAP VALUE
FMVSX Nuveen Investment Funds
0%
3
60
0
1.42%
1.04%
Average Expense Ratio: 1.09%
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Model Portfolios
Description
The investment options have not been imported yet.
