For Fidelity Investors

Content last updated December, 2018.

For Fidelity Investors

Your GoldenEggInvesting® Millennial/GenX Fidelity Fund Retirement Investing Plan

May work best for those who are more than 15 years from retirement

GoldenEgg-Fidelity-GenX-Chart

  • Fidelity Spartan Total Market Index
  • Fidelity Spartan International Index
  • Fidelity Investment-Grade Bond
  • Fidelity Spartan Intermediate & Short-Term Treasury
ETF Ticker Asset Class % of Holdings $ Value*
Fidelity Spartan Total Market Index FSTMX U.S. Stocks 40% $40,000
Fidelity Spartan International Index FSIIX International Stocks 15% $15,000

 

 

Fidelity Investment-Grade Bond FBNDX High-Quality U.S. Corporate Bonds 20% $20,000
 

Fidelity Spartan Intermediate Treasury Bond Index Fund &

Fidelity Spartan Short-Term Treasury Bond Index Fund

(10% each)

FIBIX FSBIX Intermediate & Short-Term U.S. Treasury  Bonds 20% $20,000

 

Fidelity Select Gold  FSAGX  Gold & Precious Metals  5%  

$5,000

 

Total Investment Value 100% $100,000
Total Expenses** 0.27% $265

*Based on $100,000 in retirement assets.

**Does not include trading commissions or cost of GoldenEgg Investing® subscription.

Your GoldenEgg Investing® Standard Fidelity Fund Plan

May work best for people who plan to retire in 8 to 15 years

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  • Fidelity Spartan Total Market Index
  • Fidelity Spartan International Index
  • Fidelity Investment-Grade Bond
  • Fidelity Spartan Short-Term Treasury
  • Fidelity Spartan Intermediate Treasury Bond Index Fund
  • Fidelity Spartan Inflation-Protected Bond Index Fund
  • Fidelity Cash Reserves
ETF Ticker Asset Class % of Holdings $ Value*
Fidelity Spartan Total Market Index FSTMX U.S. Stocks 30% $30,000
Fidelity Spartan International Index FSIIX Intl. Stocks 15% $15,000
Fidelity Investment-Grade Bond FBNDX High-Quality U.S. Corporate Bonds 10% $10,000
Fidelity Spartan Sht.-Term Treasury FSBIX Short-Term Bonds 10% $10,000
 Fidelity Select Gold  FSAGX  Gold & Precious Metals  5%  $5,000
Fidelity Spartan Intermediate Treasury Bond Index Fund FIBIX Intermediate-Term U.S. Treasury Bonds 10% $10,000
Fidelity Spartan Inflation-Protected Bond Index Fund FSIYX Inflation Protection 10% $10,000
Fidelity Cash Reserves  FDRXX  Money Market Fund 10% $10,000
Total Investment Value 100% $100,000
Total Expenses** 0.32% $315.00

*Based on $100,000 in retirement assets.
**Does not include trading commissions or cost of GoldenEgg Investing® subscription.

For more explanations of these plans, click on “How Our Plans Work” in drop-down menu.

Your GoldenEgg Investing® Conservative Fidelity Fund Plan

May work best for people who plan to retire in 1 to 7 years

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  • Fidelity Spartan Total Market Index
  • Fidelity Spartan International Index
  • Fidelity Investment-Grade Bond
  • Fidelity Spartan Short-Term Treasury
  • Fidelity International Bond
  • Fidelity Cash Reserves
  • Intermediate-Term U.S. Treasury Bonds
ETF Ticker Asset Class % of Holdings $ Value*
Fidelity Spartan Total Market Index  FSTMX  U.S. Stocks 30% $30,000
Fidelity Spartan International Index  FSIIX  International Stocks 15% $15,000
Fidelity Investment-Grade Bond  FBNDX High-Quality U.S. Corporate Bonds 10% $10,000
Fidelity Spartan Short-Term Treasury  FSBIX  Short-Term Bonds 20% $20,000
Fidelity Spartan Intermediate Treasury Bond Index Fund  FIBIX Intermediate-Term U.S. Treasury Bonds 10% $10,000
Fidelity Cash Reserves

Fidelity Select Gold

 FDRXX

FSAGX

 Money Market Fund

Gold/Precious Metals

10%

5%

$10,000

$5,000

Total Investment Value 100% $100,000
Total Expenses** 0.29% $286.00

*Based on $100,000 in retirement assets.
**Does not include trading commissions or cost of GoldenEgg Investing® subscription.
For more explanations of these plans, click on “How Our Plans Work” in drop-down menu.

Your GoldenEgg Investing® Retiree Fidelity Fund Plan

May work best for people who are already retired

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  • Fidelity Spartan Total Market Index
  • Fidelity Spartan International Index
  • Fidelity Investment-Grade Bond
  • Fidelity Spartan Short-Term Treasury
  • Fidelity Spartan Intermediate Treasury Bond Index Fund
  • Fidelity Spartan Inflation-Protected Bond Index Fund
  • Fidelity Cash Reserves
ETF Ticker Asset Class % of Holdings $ Value*
Fidelity Spartan Total Market Index FSTMX U.S. Stocks 30% $30,000
Fidelity Spartan International Index FSIIX International Stocks 10% $10,000
Fidelity Investment-Grade Bond FBNDX High-Quality U.S. Corporate Bonds 10% $10,000
Fidelity Spartan Short-Term Treasury FSBIX Short-Term Bonds 15% $15,000
 Fidelity Select Gold  FSAGX  Gold/Precious Metals  5%  $5,000
Fidelity Spartan Intermediate Treasury Bond Index Fund FIBIX Intermediate-Term U.S. Treasury Bonds 10% $10,000
Fidelity Spartan Inflation-Protected Bond Index Fund FSIYX Inflation Protected Treasuries 10% $10,000
Fidelity Cash Reserves  FDRXX  Money Market Fund 10% $10,000
Total Investment Value 100% $100,000
Total Expenses** 0.32% $319.00

*Based on $100,000 in retirement assets.
**Does not include trading commissions or cost of GoldenEgg Investing® subscription.
For more explanations of these plans, click on “How Our Plans Work” in drop-down menu.