Investment Options
Total Available Funds:
10
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
FDIVX
Fidelity Investment Trust: Fidelity Diversified International Fund
98%
3
60
0
0.65%
4.36%
Others
Target Date 2036-2040
FFFFX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
95%
3
60
0
0.64%
1.87%
Target Date 2031-2035
FFTHX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2035 Fund
95%
3
60
0
0.7%
2%
Target Date 2046-2050
FFFHX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2050 Fund
94%
3
60
0
0.75%
1.94%
Target Date 2041-2045
FFFGX
Fidelity Aberdeen Street Trust: Fidelity Freedom 2045 Fund
91%
3
60
0
0.75%
2.01%
US EQUITY
LARGE GROWTH
FCNTX
Fidelity Contrafund
96%
3
60
0
0.55%
3.75%
SMALL VALUE
PSVIX
Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Institutional Class Shares
93%
3
60
0
0.91%
10.25%
SMALL VALUE
PCVAX
Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares
56%
3
60
0
0.89%
12.7%
LARGE BLEND
FXSIX
Fidelity Concord Street Trust: Spartan 500 Index Fund; Institutional Class Shares
0%
3
60
0
0.04%
2.05%
FIXED INCOME
Intermediate-Term Bond
PTTRX
PIMCO Funds: Total Return Fund; Institutional Class Shares
97%
3
60
0
0.83%
3.99%
Average Expense Ratio: 0.67%
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Related Retirement Plans
Model Portfolios
Description
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