Updated July 21, 2017

Vanguard Portfolios   T. Rowe Portfolios

Paul’s Mutual Fund Recommendations For Fidelity

Fund

 Symbol Aggressive Moderate Conservative
Fidelity 500 Index Premium                           FUSVX 11% 6% 4%
Fidelity Large Cap Value Index Premium FLCHX 11% 7% 5%
Fidelity Small Cap Index Premium            FSSVX 11% 7% 4%
iShares Small Cap 600 Value (ETF)        IJS 12% 7% 5%
Fidelity Real Estate Index Premium FSRVX 5% 3% 2%
Fidelity International Index Premium FSIVX 9% 6% 3%
iShares International Select Dividend (ETF) IDV 18% 10% 7%
*iShares MSCI EAFE Small Cap (ETF)        SCZ 9% 5% 4%
Fidelity Emerging Markets Index Premium FPMAX 9% 6% 4%
iShares International Real Estate  (ETF)          IFGL 5% 3% 2%
Fidelity Intermediate Term Treasury Bond Premium FIBAX 0% 20% 30%
Fidelity Short Term Treasury Bond Premium FSBAX 0% 12% 18%
Fidelity Inflation-Protected Bond Premium         FSIYX 0% 8% 12%

*This ETF (SCZ) has replaced several previous funds.  One of the previous funds is FCPVX, a fund that has been closed to new investors, but still open to investors who owned shares at the time it was closed.  While I don’t recommend selling existing shares in taxable accounts, I think new investments can put new investments into SCZ.