401k Asset Allocation for a Fidelity Account


 

Basic Strategy Diversification - Sharon's 401k account

 

 

 

 

50%

Domestic Stock Funds

 

20%

International Stock Funds

 

20%

Bonds

 

 

 10%

REIT

 

 

%

Category

Fund Name (ticker)

Notes

12.50%

U.S. Large Cap Stocks Growth

Fidelity Advisor New Insights Fund (FNITX)

1.37% expense ratio

12.50%

U.S. Large Cap Stocks Value

Fidelity Advisor Equity Income Fund (FEIRX)

1.19% expense ratio

12.50%

U.S. Small Cap Growth

Fidelity Advisor Small Cap Fund (FCVTX)

1.62% expense ratio

12.50%

U.S. Mid-Cap Value

BlackRock Mid-Cap Value Euity Portfolio (BMCAX)

1.28% expense ratio

 10.00%

 REIT

Fidelity Advisor Real Estate T (FHETX)

1.49% expense ratio 

20.00%

Int'l Global

Fidelity Advisor Diversified International Fund (FADIX)

1.46% expense ratio

 

 

 

 

20.00%

Bond Fund

Fidelity Advisor Strategic Income Fund (FSIAX)

1.07% expense ratio

100%

 

 

 

 

Total weighted expense ratio of 1.11%.

 


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