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
Emerging Market
DIVERSIFIED EMERGING MKTS
DFEVX DFA EMERG MKTS VAL I
96%
3
60
0
0.44%
4.5%
INTERNATIONAL EQUITY
Foreign Large Blend
FOSFX Fidelity Investment Trust: Fidelity Overseas Fund
88%
3
60
0
0.95%
1.08%
EUROPE STOCK
FIEUX Fidelity Investment Trust: Fidelity Europe Fund
61%
3
60
0
0.76%
1.63%
Foreign Large Blend
FSIVX SPTN INTL INDEX ADV
0%
3
60
0
0.07%
2.44%
Others
Moderate Allocation
JDBAX Janus Investment Fund: Janus Balanced Fund; Class A Shares
7%
3
60
0
0.7%
1.99%
FIXED INCOME
Intermediate Government
FGMNX Fidelity Income Fund: Fidelity GNMA Fund
87%
3
60
0
0.45%
3.43%
US EQUITY
MID-CAP VALUE
FDVLX FID VALUE
99%
3
60
0
0.76%
4.29%
LARGE GROWTH
FDGRX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund
90%
3
60
0
0.79%
4.53%
LARGE BLEND
FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
79%
3
60
0
0.09%
1.68%
Mid-Cap Growth
FMCSX FID MID CAP STOCK
77%
3
60
0
0.75%
2.84%
MID-CAP BLEND
FLPKX FID LOW PRICED STK K
61%
3
60
0
0.82%
17.32%
Mid-Cap Growth
BGRFX Baron Investment Funds Trust: Baron Growth Fund; Retail Shares
40%
3
60
0
1.3%
1.88%
LARGE GROWTH
FDFFX FID INDEPENDENCE
0%
3
60
0
0.85%
8.91%
Average Expense Ratio: 0.67%
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Model Portfolios
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