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Investment Options
Total Available Funds: 82
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
PRMSX T. Rowe Price Emerging Markets Stock
81%
3
60
0
0%
0.7%
Latin America Stock
PRLAX T. Rowe Price Latin America
71%
3
60
0
1.44%
7.79%
Others
Target Date 2036-2040
TRRDX T. Rowe Price Retirement 2040
100%
3
60
0
0.6%
4.71%
Target Date 2026-2030
TRRCX T. Rowe Price Retirement 2030
100%
3
60
0
1.08%
5.91%
Target Date 2016-2020
TRRBX T. Rowe Price Retirement 2020
100%
3
60
0
0.78%
6.23%
Target Date 2011-2015
TRRGX T. Rowe Price Retirement 2015
100%
3
60
0
0.76%
5.87%
Target Date 2000-2010
TRRFX T. Rowe Price Retirement 2005
100%
3
60
0
0.34%
5.7%
Moderate Allocation
PRWCX T. Rowe Price Capital Appreciation
99%
3
60
0
0.98%
15.76%
Target Date 2031-2035
TRRJX T. Rowe Price Retirement 2035
97%
3
60
0
0.84%
4.92%
Target Date 2000-2010
TRRAX T. Rowe Price Retirement 2010
97%
3
60
0
0.99%
6%
Target Date 2021-2025
TRRHX T. Rowe Price Retirement 2025
96%
3
60
0
1.05%
6.16%
Target Date 2041-2045
TRRKX T. Rowe Price Retirement 2045
96%
3
60
0
1.12%
4.11%
Target Date 2051+
TRRNX T. Rowe Price Retirement 2055
93%
3
60
0
1.14%
4.39%
Conservative Allocation
PRSIX T. Rowe Price Personal Strat Income
92%
3
60
0
0.67%
7.31%
Retirement Income
TRRIX T. Rowe Price Retirement Income
91%
3
60
0
0.34%
5.2%
Aggressive Allocation
TRSGX T. Rowe Price Personal Strat Growth
88%
3
60
0
0.76%
7.03%
Moderate Allocation
RPBAX T. Rowe Price Balanced
85%
3
60
0
0.47%
7.63%
Moderate Allocation
TRPBX T. Rowe Price Personal Strat Balanced
83%
3
60
0
0.71%
8.23%
Target Date 2046-2050
TRRMX T. Rowe Price Retirement 2050
77%
3
60
0
0.63%
4.34%
Health
PRHSX T. Rowe Price Health Sciences
63%
3
60
0
0.8%
13.55%
Natural Resources
PRNEX T. Rowe Price New Era
63%
3
60
0
0.74%
16.51%
Communications
PRMTX T. Rowe Price Media & Telecommunications
62%
3
60
0
0.77%
20.45%
Technology
PRSCX T. Rowe Price Science & Tech
58%
3
60
0
0.84%
13.79%
Technology
PRGTX T. Rowe Price Global Technology
58%
3
60
0
0.95%
0%
Financial
PRISX T. Rowe Price Financial Services
54%
3
60
0
0.98%
13.57%
ROOT
CASH U.S. TREASURY MONEY FUND
0%
3
60
0
NA
2.53%
ROOT
CASH SUMMIT CASH RESERVES FUND
0%
3
60
0
NA
2.53%
ROOT
CASH PRIME RESERVE FUND
0%
3
60
0
NA
2.53%
INTERNATIONAL EQUITY
JAPAN STOCK
PRJPX T. Rowe Price Japan
100%
3
60
0
1.02%
14.84%
Foreign Large Growth
PRITX T. Rowe Price International Stock Fd
100%
3
60
0
1.4%
9.41%
WORLD STOCK
PRGSX T. Rowe Price Global Stock
90%
3
60
0
1.08%
10.25%
FOREIGN SMALL/MID GROWTH
PRIDX T. Rowe Price International Discovery
87%
3
60
0
1.23%
5.26%
Foreign Large Blend
PSILX T. Rowe Price Spectrum International
86%
3
60
0
0.89%
5.86%
Foreign Large Blend
PIEQX T. Rowe Price International Eq Index
85%
3
60
0
0.3%
3.47%
EUROPE STOCK
PRESX T. Rowe Price European Stock
77%
3
60
0
0%
10.15%
Foreign Large Value
TRIGX T. Rowe Price Intl Gr & Inc
76%
3
60
0
0%
3.19%
PACIFIC/ASIA EX-JAPAN STK
PRASX T. Rowe Price New Asia
72%
3
60
0
0.84%
0.74%
WORLD STOCK
RPGEX T. Rowe Price Global Large-Cap Stock
71%
3
60
0
0.69%
11.58%
Foreign Large Blend
TROSX T. Rowe Price Overseas Stock
62%
3
60
0
0.88%
2.3%
Miscellaneous Region
TREMX T. Rowe Price Emerging Europe Fund
47%
3
60
0
1.41%
3.04%
Miscellaneous Region
TRAMX T. Rowe Price Africa & Middle East
43%
3
60
0
1.3%
11.05%
WORLD STOCK
TRGFX T. Rowe Price Global Infrastructure
0%
3
60
0
1.1%
2.33%
US EQUITY
LARGE GROWTH
PRGFX T. Rowe Price Growth Stock
100%
3
60
0
0%
13.94%
LARGE GROWTH
TRBCX T. Rowe Price Blue Chip Growth
100%
3
60
0
1.23%
5.83%
LARGE GROWTH
PRSGX T. Rowe Price Spectrum Growth
99%
3
60
0
0.73%
14.69%
LARGE BLEND
PRDGX T. Rowe Price Dividend Growth
98%
3
60
0
0.64%
8.23%
LARGE VALUE
TRVLX T. Rowe Price Value
98%
3
60
0
0.57%
8.44%
LARGE VALUE
PRFDX T. Rowe Price Equity Income
97%
3
60
0
1.23%
4.14%
LARGE GROWTH
PRWAX T. Rowe Price New America Growth
90%
3
60
0
1.06%
8.86%
Mid-Cap Growth
RPMGX T. Rowe Price Mid-Cap Growth
87%
3
60
0
1.29%
6.39%
SMALL BLEND
PRSVX T. Rowe Price Small-Cap Value
85%
3
60
0
1.17%
23.31%
LARGE GROWTH
BIAGX Brown Advisory Growth Equity Instl
84%
3
60
0
0.69%
46.01%
LARGE BLEND
PRCOX T. Rowe Price Capital Opportunity
84%
3
60
0
0.82%
1.97%
MID-CAP VALUE
TRMCX T. Rowe Price Mid-Cap Value
81%
3
60
0
0.83%
9.93%
Small Growth
PRDSX T. Rowe Price Diversified Sm Cap Growth
81%
3
60
0
0.8%
6.83%
Small Growth
PRNHX T. Rowe Price New Horizons
80%
3
60
0
0.79%
11.99%
LARGE BLEND
POMIX T. Rowe Price Total Equity Market Idx
79%
3
60
0
0.21%
3.75%
Small Growth
OTCFX T. Rowe Price Small-Cap Stock
78%
3
60
0
1.17%
7.45%
MID-CAP BLEND
PEXMX T. Rowe Price Extended Equity Market Idx
76%
3
60
0
0.25%
7.82%
Mid-Cap Growth
PRDMX T. Rowe Price Diversified Mid Cap Growth
76%
3
60
0
0.87%
7.62%
LARGE BLEND
PREIX T. Rowe Price Equity Index 500
73%
3
60
0
0.3%
4.19%
SMALL VALUE
HRVIX Heartland Value Plus
63%
3
60
0
1.01%
0.69%
LARGE BLEND
LCCAX Columbia Contrarian Core A
57%
3
60
0
0.72%
7.86%
LARGE BLEND
AQEIX LKCM Aquinas Value
52%
3
60
0
1%
6.04%
LARGE BLEND
TRULX T. Rowe Price US Large-Cap Core
20%
3
60
0
0.58%
15.57%
LARGE GROWTH
PRGIX T. Rowe Price Growth & Income
0%
3
60
0
0.64%
2.71%
REAL ESTATE
REAL ESTATE
TRREX T. Rowe Price Real Estate
66%
3
60
0
1.09%
10.13%
Global Real Estate
TRGRX T. Rowe Price Global Real Estate
64%
3
60
0
0.95%
1.82%
FIXED INCOME
WORLD BOND
RPIBX T. Rowe Price International Bond
98%
3
60
0
0.67%
3.32%
High Yield Bond
PRHYX T. Rowe Price High-Yield
94%
3
60
0
1.03%
6.77%
Intermediate-Term Bond
PBDIX T. Rowe Price U.S. Bond Enhanced Index
93%
3
60
0
0.12%
4.28%
Short-Term Bond
PRWBX T. Rowe Price Short-Term Bond
92%
3
60
0
0.46%
4.19%
Intermediate Government
PRTIX T. Rowe Price US Treasury Interm
91%
3
60
0
0.27%
3.73%
Intermediate-Term Bond
PRCIX T. Rowe Price New Income
90%
3
60
0
1.08%
4.48%
Inflation-Protected Bond
PRIPX T. Rowe Price Inflation Protected Bd
87%
3
60
0
0.38%
4.9%
Emerging Markets Bond
PREMX T. Rowe Price Emerging Markets Bond
86%
3
60
0
0.99%
6.14%
Multisector Bond
RPSIX T. Rowe Price Spectrum Income
84%
3
60
0
0.62%
5.7%
Long-Term Bond
PRPIX T. Rowe Price Corporate Income
75%
3
60
0
0%
4.78%
LONG GOVERNMENT
PRULX T. Rowe Price US Treasury Long-Term
74%
3
60
0
0.29%
4%
Intermediate Government
PRGMX T. Rowe Price GNMA
74%
3
60
0
0%
3.85%
Multisector Bond
PRSNX T. Rowe Price Strategic Income
38%
3
60
0
0.93%
4.9%
Intermediate Government
PRSUX T. Rowe Price Summit GNMA
0%
3
60
0
0.64%
3.1%
Average Expense Ratio: 0.76%
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Model Portfolios
Description
The plan consists of 82 funds. It covers 5 major asset classes and 52 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, Emerging Market Equity and REITs.
Fidelity Extended Fund Picks augments Fidelity Fund Picks by adding no transaction fee (NTF) and no load funds to two other major assets: emerging market stocks and commodities. Notice recently, Fidelity has changed their short term trading policy on the minimum holding period of an NTF fund. It is now 180 days to avoid $75 charge.
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Model portfolios: built from available
funds in this plan using strategic and tactical asset
allocation. Their risk is moderate (risk profile 40)Strategic
Asset Allocation :Tactical
Asset Allocation : Dynamic Asset MixRisk Profile
fixed income target allocation percentage (ex. 40 means 40% in
fixed income at least).Customize: Input your own risk profile
and generate a new portfolioFollow: Simply follow the existing
model portfolios, receive monthly re-balance emails.Manage: Mirror model portfolio
holdings and manage your accounts yourself.
