Tuesday, January 31, 2012

My 401k Holdings with "Employer A" [1/31/2012]

The bulk of my 401k savings remain in my previous employers' 401k plan which is managed by Fidelity.  My current balance allocation:

FCNKX28%Fidelity Contrafund - Class K
PTTRX18%PIMCO Total Return Inst CL
FFKEX14%Fidelity Freedom K 2030 Fund
MSSGX13%Morgan Stanley Institutional Small Company Growth Fund Class I
FSEVX12%Spartan Extended Market Index Fund - Fidelity Advantage Class
FKTHX9%Fidelity Freedom K 2035 Fund
-----4%Fidelity Managed Income Portfolio II Class 2
FFKHX1%Fidelity Freedom K 2050 Fund
FDIKX1%Fidelity Diversified International Fund - Class K

Full list of currently available investment choices in this plan:

EILVXEaton Vance Large-Cap Value Fund Class I
-----Disney Stock Fund
FCNKXFidelity Contrafund - Class K
-----Fidelity U.S. Equity Index Commingled Pool Class 1
CRIMXCRM Mid Cap Value Instl CL
FSEVXSpartan Extended Market Index Fund - Fidelity Advantage Class
VMGRXVanguard Mid Cap Growth
GSSIXGoldman Sachs Small Cap Value Fund Institutional
MSSGXMorgan Stanley Institutional Small Company Growth Fund Class I
FDIKXFidelity Diversified International Fund - Class K
FDIKXFidelity Diversified International Fund - Class K
FSPNXSpartan International Index Fund - Institutional Class
MRLAXMorgan Stanley Institutional Global Real Estate Fund Class I
FFKBXFidelity Freedom K 2000 Fund
FFKVXFidelity Freedom K 2005 Fund
FFKCXFidelity Freedom K 2010 Fund
FKVFXFidelity Freedom K 2015 Fund
FFKDXFidelity Freedom K 2020 Fund
FKTWXFidelity Freedom K 2025 Fund
FFKEXFidelity Freedom K 2030 Fund
FKTHXFidelity Freedom K 2035 Fund
FFKFXFidelity Freedom K 2040 Fund
FFKGXFidelity Freedom K 2045 Fund
FFKHXFidelity Freedom K 2050 Fund
FFKAXFidelity Freedom K Income Fund
-----Fidelity Managed Income Portfolio II Class 2
PTTRXPIMCO Total Return Inst CL
FXSTXSpartan U.S. Bond Index Fund - Institutional Class
-----Fidelity U.S. Treasury Money Market Fund


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